Us Airways Reports November Traffic

[jB-Rocks]

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[SVQLBA]

The report says:

"Mainline system passenger unit revenue for November 2004 is expected to decrease between 6.5 percent and 7.5 percent compared to November 2003."

That's not good news -- CO reported basically flat RASM for the month ...

 

[ISP]

However, based on all the reports that PAX have been booking away due to liquidation fears, I would say these numbers refute that completely. A record LF month for November? Pretty incredible.

As a side note, where is the extra year over year capacity coming from? It is mainly the fact that the 757's have 11 more seats in them now? Does this make such a drastic difference?

 

[JayBrian]

However, based on all the reports that PAX have been booking away due to liquidation fears, I would say these numbers refute that completely. A record LF month for November? Pretty incredible.

As a side note, where is the extra year over year capacity coming from? It is mainly the fact that the 757's have 11 more seats in them now? Does this make such a drastic difference?

[post="227027"][/post]​

Just flying the aircraft more hours or increased stage length can increase the ASMs.


Jay

 

[USFlyer]

The report says:

"Mainline system passenger unit revenue for November 2004 is expected to decrease between 6.5 percent and 7.5 percent compared to November 2003."

That's not good news -- CO reported basically flat RASM for the month ...

[post="227014"][/post]​

Well, this is UNIT revenue, not total revenue. With GoFares, RASM was certainly going to drop, but the idea is to make up the drop in RASM through an increased LF.

 

[insp89]

The report says:

"Mainline system passenger unit revenue for November 2004 is expected to decrease between 6.5 percent and 7.5 percent compared to November 2003."

That's not good news -- CO reported basically flat RASM for the month ...

[post="227014"][/post]​

.....I believe the key word in this statement is "Mainline", The way I read it, this does not include MidAtlantic..All this is saying that the company is shifting more flying from Mainline to MidAtlantic..Just another example how this company twists the truth, to fit their purpose at any given time. I would like to ask the spin doctors what the System passenger unit revenue for MIDATLANTIC was in Nov.04 vs. Nov.03.

 

[USFlyer]

.....I believe the key word in this statement is "Mainline", The way I read it, this does not include MidAtlantic..All this is saying that the company is shifting more flying from Mainline to MidAtlantic.

[post="227035"][/post]​

How do you make this conclusion? Unit revenue implies "per seat" revenue, not "total seat" revenue.

 

[insp89]

How do you make this conclusion? Unit revenue implies "per seat" revenue, not "total seat" revenue.

[post="227038"][/post]​

......MidAtlantic is not considered "Mainline", It is no secret that MidAtlantic had a lot more jets in Nov. 04 vs. Nov. 03...Common sense would be to post BOTH Mainlne AND MDA's numbers for a TRUE comparison..

 

[BoeingBoy]

USFlyer,

U routinely breaks out MDA from mainline and includes it in "capacity purchases" on the quarterly reports. It's probably safe to assume that "Mainline system passenger unit revenue for November 2004" is just that - mainline only excluding MDA.

Otherwise, you are right. Mainline unit revenue is not mainline total revenue. Presumably it is mainline RASM (or an estimate of the change thereof).

Of course, that opens a whole new discussion.....

When a passenger rides Express or MDA for a portion of their journey and mainline for a portion, how does the revenue get split? Prorated according to the mileage of the segments flown, all to the originating division, all to the terminating division, or some other way?

Jim

 

[BoeingBoy]

For comparison, here's the Nov results from the other "legacy" carriers. NW and UA did not specify if the results in their press release were for mainline or system-wide.

AMR (mainline)
LF = 73.4% +2.8
RPM's +8.2%
ASM's +4.1%

CAL (mainline)
LF = 77.6% +2.3
RPM'S +10.1%
ASM'S +6.9%

DAL (mainline)
LF = 73.9% +2.3%
RPM'S +9.2%
ASM'S +5.7%

NWA (unspecified)
LF = 77.7% +1.4%
RPM'S +10.7%
ASM'S +8.7%

UAL (unspecified)
LF = 76.1% +0.4
RPM'S +3.6%
ASM'S +2.9%

USA (mainline)
LF = 73.1% +0.5%
RPM'S +2.0%
ASM'S +1.3%

Jim

 

[Cosmo]

NW and UA did not specify if the results in their press release were for mainline or system-wide.

NW and UA did not specify mainline or systemwide because, onlike the other 4 carriers, they don't own any portion of their Express feed (all of which are independent companies). Thus, by definition, mainline IS systemwide for these 2 carriers.

 

[Rico]

I would like to ask the spin doctors what the System passenger unit revenue for MIDATLANTIC was in Nov.04 vs. Nov.03

You do realize that MDA started flying THIS YEAR...?

 

[Phantom Fixer]

You do realize that MDA started flying THIS YEAR...?

[post="227071"][/post]​

Yeah , I think we all realize when MDA or MAA started flying , I also know on who's back it being financed too.

MDA or MAA depending on whom is doing the story telling is so far nothing more than a band aid on a sucking chest wound...and in long range terms a strategic way of outing both the mainline and its combined/remaning work force.

MDA/MAA reliabilty is but another sticking point as to how effective or cost prohibitive it is or possibly shall remain.

I do believe the point has been made often enough as to the costs of Large and Medium RJ's as opposed to Narrow Body Boeings or Airbus products when properly and efficiently utilized...so far niether is really getting it done with or without the safety net of Chapter 11.

I strongly doubt trading in 10 A319's and 15 B737-300's for financing 31 more EMB's is going to do anythng more than create low paying , high turnover positions and further blacken the eye of the product U offers as a whole.

 

[Rico]

Blacken the eye...?

Customers love the new E-170's.

As for use...

Without the E-170's, the large expansion at DCA could NOT happen. Their size and capability allows them to be added into that market there while the larger narrowbodies are still limited by slots.

In PHL, the wide use of rnwys 8/26 and 17/35 by the E-170's has allowed further growth into that major hub with less effect on delays and ground congestion than adding narrowbodies. Have you been through F terminal lately, it is packed with the many new passengers that the E-170's are bringing in.

Reliability is way up, flights are full, our safety record is awesome, and hundreds of otherwise furloughed US Airways employees now have a job. They too gave in the past, and continue to do so now.

So if you do not like MDA, then it must be personal. Because we are doing a great job under far tougher conditions than at your workplace.

Find another target for your pathetic sense of despair.

 

[JayBrian]

I flew on the 170 for the first time last week, PHL-IAH-PHL. I found it very comfortable, even on a flight that took 4 hours because of strong head winds.



Jay