DOT Revenue Comps

[jcw]

Looking at the first 3 reporting quarters for 2014 (last quarter not available yet) here is how the 3 majors stack up (I will use AAG = (AA + US), DL and UA)
 
Atlantic Rankings:
 
Operating Revenue: 1 UA, 2 DL, 3 AAG
Net Income: 1 DL, 2 UA, 3 AAG
 
LATAM Rankings:
 
Operating Revenue:  1 AAG, 2 UA, 3 DL
Net Income:  1 AAG, 2 UA, 3 DL (losing more than double what AAG loses in Asia - read what ever you want into that factoid - #1 and #2 are profitable in the region)
 
Pacific Rankings:
 
Operating Revenue:  1 UA, 2 DL, 3 AAG
Net Income:  1 DL, 2 UA, 3 AAG (losses are 100 basis points less than DL losses in LATAM meaning DL losses more per dollar of revenue in LATAM than AA losses in Asia - makes you wonder how long DL is going to bleed money in LATAM - it's funny it's OK for DL to do that in LATAM but AA can't do it in Asia - read what ever you want into that factoid - #1 and #2 are profitable in the region)
 
Total International Rankings:
 
Operating Revenue:  1 UA 2 AAG, 3 DL ( wow always thought from reading this board DL was the largest international airline)
Net Income:  1 UA, 2 AAG, 3 DL - (with UA being profitable in all 3 regions allows them to be number 1 in net income)

 

[lpbrian]

Hmmmm... Someone presenting hard facts and a solid reference. Some on these boards don't do this.

 

[trentrb211]

What for it!!!!! WT?

 

[Hope777]

Dont worry, he will ignore the topic just as he did when his favorite airline gave away a UM to the wrong person.  

 

[FrugalFlyerv2.0]

LATAM Rankings:
 
Operating Revenue:  1 AAG, 2 UA, 3 DL
Net Income:  1 AAG, 2 UA, 3 DL (losing more than double what AAG loses in Asia - read what ever you want into that factoid - #1 and #2 are profitable in the region)

 
As they say, I thought DL was a for profit company ... ... ...
 

 

[jimntx]

The DOT is obviously skewing the data. It is not possible that DL is #3 in anything at any time, any where.

DL #1! DL #1! DL #1!

 

[WorldTraveler]

no, he just happened to pick out 3 quarters where DL has had losses to Latin America and doesn't bother to mention that AA has had losses to that region as well or bother to include DL's full year results since DL is the only airline that has been profitable across both the Atlantic and the Pacific on a year round basis.

again, US is a larger int'l airline and has been for years. It is LESS PROFITABLE in its int'l operations that DL is on a consistent basis.

and while UA mgmt. has done a good job of protecting its int'l operation, it faces the biggest challenge to Latin America with WN's growth of HOU int'l flights and to a lesser extent BWI.

and finally UA is cutting capacity in off peak seasons as part of its drive to be profitable on a year round basis - just like what DL has done for years.

so, once again, the statistics look great for now - but when you factor in the competitive changes that are taking place in Latin America as well as the strategic changes that UA is making, 2015 is probably more indicative of what the industry will look like than the first 3 quarters of 2014 are.

but enjoy the picture right now if it makes you happy.

 

[700UW]

Ah the old double standard, DL can cut flights is a great business decision, AA does it and its bad business.
 
Hypocrite.

 

[jcw]

All you have to do is look at the public information it does not support the storyline WT is trying to spin - he is incorrect in many many statements on the size of revenue and domination of certain markets

 

[WorldTraveler]

no, I never said I expect or want a double standard.

DL generated the best profits across both the Atlantic and the Pacific, which last time I checked was the reason for-profit businesses exist.

and Latin America has affected AA and DL... so far, UA is the least impacted but they will be.

and the competitive incursions in int'l markets are coming to AA markets the most and then UA.

virtually no int'l LCC growth in DL markets.

those are facts.... we can all pick a data point and argue a point.

I am not arguing against what you are saying.... I simply said congratulations for finding data points that validate your point - which I am not debating.

amazing that I can accept the data because I recognize the truth but many of you, esp. 700, simply call it a lie when he doesn't like the data.

DOT data is DOT data...whether it is about revenue, profits, or labor.

btw, do you realize that DL's latest commercial ends with "no wonder that more people choose Delta than any other airline."
https://www.youtube.com/watch?v=HzIrhgUMYyQ

 

[jcw]

The reason it has to end that way is they carry less passengers that UA and AA
 
If you believe everything you see in an ad you have more serious issues that what is already on display
 
BTW- DOT is data supplied by the airlines - tough one isn't

 

[WorldTraveler]

you should sue DL. If they are saying that more passengers choose to fly with DL than any other airline and they are wrong, then you should sue them.

or better yet - or along with - file a complaint with the Feds.

and DOT data is AUDITED. I'm sure it breaks your little heart to find out that there really aren't many incentives to lie because if you do, you just pay more taxes.

 

[jcw]

Actually DL is the only one who threatens to sue

Nice how you changed subjects again

However you must be struggling since it's clear you can't read the numbers on the DOT website as it clearly states DL is behind in almost every category

Tough one - you are obviously struggling tonight with the facts as always

 

[WorldTraveler]

DL hasn't threatened to sue anyone because they are the number one choice for passengers. 
 
DL is the most profitable airline across the Atlantic and Pacific.
 
AA carries lots of passengers but is far less profitable.
 
did you get your training at Aeroflot? 

 

[jcw]

If they were the #1 choice it's funny they carry the smallest amount of passengers between the US3

Tough one