American Airlines e Us Airways verso la fusione


Lunedì scorso ho volato su un B767-300/ER di AA su ORD-MIA, circa 3h di volo. Ho volato in Y e devo dire che gli interni erano davvero anni luce indietro la media di altre compagnie. Lo stesso aereo qualche giorno prima aveva fatto la MIA-MXP-MIA, e la stessa sera dopo la mia tratta ha proseguito per RIO. La mia domanda è se in questo momento questo è il servizio che offre su un long range vedi ad esempio la MXP-MIA, la competizione la fa solo sul prezzo e connessioni? Mi sembra impossibile a parità di prezzo che la gente preferisca volare in quel catorcio (le tariffe almeno da MXP mi sembrano in linea con quelli di AZ... perlomeno quando il volo era operativo)....

Se ne è già parlato, le compagnie americane e AA in particolare hanno delle flotte degne del museo dell' aviazione. Sanno di avere un prodotto inferiore alla concorrenza e fanno dei prezzi spesso stracciati, sia per il p2p che specie per i transiti per Caraibi e centro America. Stanno rinnovando la flotta di NB usata sul nazionale, per quanto riguarda i WB tranne Londra tutte le altre rotte europee sono servite dai vecchi 767 il cui rifacimento degli interni inizierà a partire dal prossimo anno, speriamo che le rotte italiane siano servite presto da questi aerei anche se temo saranno le ultime. Per il momento anche se i prezzi sono buoni personalmente AA finchè non cambia la flotta non la prendo nemmeno in considerazione.
 
La nuova AAL e' un gigante di dimensioni incredibili, e punta a un rapido rinnovamento anche del servizio. Ne ha bisogno. Il punto di partenza e' davvero mediocre. Ma penso che esempi positivi ve ne siano (DAL sta facendo un rapido balzo nel migliorare i servizi e la soddisfazione dei clienti e' in rapida ascesa), e inoltre AAL ha gia' iniziato a migliorare il servizio su parte della flotta LR. Ma finche' il processo sara' completo ci vorranno anni. In aggiunta, la flotta ha ora integrato US Airways che in quanto a qualita' dei servizi e' nota per la sua scarsezza, ma che molti spesso scelgono per via delle tariffe aggressive (infatti i conti in nero li ha gia' da un po' e viaggia spesso con voli pieni).

Diciamo che il processo post-fusione e' in genere aiutato dal clima del mercato americano, che e' nuovamente in crescita, mentre la concetrazione degli ultimi anni ha ridotto la capacita' e spinto in su load factor e yields (specie sul mercato domestico), e le aggregazioni, razionalizzazioni e joint ventures hanno anche migliorato i conti sul mercato internazionale.
 
nel frattempo, il mercato crede nella nuova AAL, con le nuove azioni che hanno guadagnato piu' del 10% dalla nuova quotazione Lunedi e che hanno corrisposto un bel premio agli azionisti US Airways (che si sono visti convertire le loro azioni LCC di US Airways in AAL balzando da circa $10-11 della quotazione di qualche mese fa a $25 abbondanti di oggi)
 
è da questi numeri che si capisce quanto contano i nostri forumisti, vero aamilan?
 
American Airlines orders 60 Embraer jets worth $2.5 billion

American also ordered 30 Bombardier Inc (BBDb.TO) CRJ900 jets, the Canadian planemaker said on Thursday. It was the Canadian rival's biggest deal with a major airline since a Delta Air Lines Inc (DAL.N) order a year ago.
American Airlines Buys 90 New Jets

DALLAS (CBSDFW.COM) -
American Airlines announced plans to buy 90 new regional jets Thursday morning.
The new 76 seat aircraft are more efficient, according to a statement from American, which closed on its merger with US Airways on Monday.

“It’s been an exciting week for American Airlines,” said Kenji Hashimoto, senior vice president – Regional Carriers. “Now that we’ve closed our merger with US Airways, we can deliver a top-tier regional product that offers a First Class cabin, Main Cabin Extra and in-flight Wi-Fi – important elements of an improved flying experience for our customers. These new regional jets are also a big win for our employees at our regional subsidiary, and will greatly improve economic efficiencies by lowering operating costs.”
The airline will replace the 50 seat regional jets already scheduled for retirement.
The new planes will debut next year.
http://dfw.cbslocal.com/2013/12/12/american-airlines-buys-90-new-jets/
 
American Airlines orders up to 150 Embraer E-175s and 70 Bombardier CRJ900s


american-eagle-e-175-courtesy-embraer.jpg

Rendering of Embraer E-175 in American Eagle livery

Courtesy, Embraer

American Airlines Group has signed a firm purchase agreement for 60 Embraer E-175 jets with options for another 90 E-175s, as well as a firm order for 30 Bombardier CRJ900 regional jets with options for 40 more aircraft.
The orders, announced Thursday, are the first new aircraft orders since American and US Airways merged into a single company Dec. 9.
Embraer said the E-175 firm orders are valued at $2.5 billion at list prices. The manufacturer said American will configure the aircraft with 12 first-class, 12 main cabin extra and 44 economy seats. Deliveries will start in the first quarter of 2015.
Bombardier said the CJ900 firm order value is $1.42 billion at list prices, which could increase to $3.38 billion if the 40 options are converted into firm orders.
The American CRJ900s will have a package of NextGen enhancements, which include upgraded avionics and engine improvements for further fuel-burn savings.
American said, “We've closed our merger with US Airways Group, and as we begin the work to harmonize the American and US Airways operations, an agreement like this with Bombardier will greatly improve our ability to optimize our flying with the right aircraft to meet customer demand. This order will allow American to lower costs by replacing older aircraft.”


 
American Eagle Airlines (MQ, Dallas/Fort Worth) will change its name to Envoy (MQ, Dallas/Fort Worth) in Spring 2014. The airline says the change will give the company "its own distinct identity and eliminate the confusion between the company's current name and American Eagle, the regional flying brand of American Airlines (AA, Dallas/Fort Worth). With the formation of American Airlines Group, the carriers currently providing regional service for the legacy American and US Airways (US, Phoenix Sky Harbor) networks namely Air Wisconsin (ZW, Appleton), ExpressJet Airlines (EV, Houston Intc'l), Mesa Airlines (YV, Phoenix Sky Harbor), Piedmont Airlines (1948) (PI, Charlotte), PSA Airlines (JIA, Dayton James M. Cox), Republic Airlines (YX, Chicago O'Hare), and Skywest Airlines (USA) (OO, Salt Lake City), will all eventually fly under the American Eagle brand. "Our people and our company – which is one the largest regional carriers in the world with some of the best people in our business – deserve a name that is all our own," said Pedro Fabregas, the president and CEO of American Eagle Airlines. "By taking on the Envoy name, we can better differentiate ourselves from the competition and better market ourselves. This is important for both our people and our company as we further expand our ground handling business." Once the necessary regulatory processes and approvals are complete, "Operated by Envoy" will be added to the company's aircraft paint scheme and noted on customers' tickets.

CH-aviation
 
American Airlines Group has announced the planned network adjustments it will make to meet the required divestiture of slots and related assets at Washington Reagan National Airport (DCA) and New York LaGuardia Airport (LGA) that will enable American Airlines and US Airways to complete their merger. These were mandated by the previously announced settlements with the US Department of Justice (DOJ), the States of Arizona, Florida, Michigan, Tennessee, the Commonwealths of Pennsylvania and Virginia, and the District of Columbia.
At Washington Reagan National, as a result of the 52 slot pair divestitures, American will no longer operate year-round, daily non-stop service to 17 destinations, comprising Augusta, Ga; Detroit, Mich; Fayetteville, N.C.; Fort Walton Beach, Fla; Islip, N.Y.; Jacksonville, N.C.; Little Rock, Ark.; Minneapolis, Minn.; Myrtle Beach, S.C.; Omaha, Neb.; Pensacola, Fla.; San Diego, Calif.; Savannah, Ga.; Tallahassee, Fla. and Wilmington, N.C. in the US and the international markets of Montreal, Canada and Nassau, Bahamas.
American is still finalising its departure from these routes and confirms that effective dates for the changes at Washington Reagan will be announced after the sale of slots and related assets is finalised in the coming weeks. The airline is currently working through the DOJ-approved divestiture process which includes transition agreements with acquiring airlines to minimise the disruption to customers. It is understood that a number of other carriers have already shown intent to serve some of these markets.
Elsewhere on the US West Coast, American will soon add a second daily non-stop frequency between Washington Reagan and Los Angeles by “shifting US Airways' current San Diego flight to Los Angeles,” the US major confirms. In addition, American will adjust its service to Fort Myers, Fla., moving from year-round service to a seasonal schedule.
At New York LaGuardia, as a result of the DOJ-required 17 slot pair divestitures, American will no longer operate non-stop service to Atlanta, Cleveland and Minneapolis. However, changes to the schedule made possible by the combined network of American and US Airways will provide opportunities for new service to ten communities. These comprise Charlottesville, Va.; Little Rock, Ark.; Roanoke, Va.; Dayton, Ohio; Louisville, Ky.; Wilmington, N.C.; Greensboro, N.C.; Norfolk, Va.; Knoxville, Tenn.; Richmond, Va. These flights will commence from April 1, 2014 and reservations are due to open on January 26, 2014.
“We are excited about moving forward as the new American Airlines, which will fly more customers to more places than ever before,” said Andrew Nocella, senior vice president and chief marketing officer, American Airlines. “Washington Reagan and LaGuardia will continue to be a key part of the new American's network.”
American said it is making a full effort to minimise any impact that DOJ-required slot divestitures would have on small- and medium-size communities. “We know how important this service is to the people and the communities affected, and we hope that our competitors who acquire our slots and gates will maintain service to the impacted cities,” added Nocella.
In the tables below we look in greater detail at seat capacity at Washington Reagan and New York La Guradia last year. Although the two airlines networks are very complimentary with little overlap, the analysis clearly shows why the divestiture of slots and related assets was a prerequisite of the DOJ for approving the merger between American and US Airways.
At Washington Reagan, US Airways was the dominant carrier with 45.8 per cent of capacity in 2013: if you added American’s 13.9 per cent share this rose to 59.7 per cent, with closest rival, Delta Air Lines, holding just a 14.8 per cent share. At New York LaGuardia, American and US Airways are the number two and three carriers with a combined 29.3 per cent capacity share. The 17 slot pair divestitures will enable Delta to strengthen its leadership, although the introduction of ten new routes will help strengthen the AA/US connection opportunities.
[TABLE="width: 497"]
[TR]
[TD="colspan: 4"]SCHEDULED AIR CAPACITY FROM WASHINGTON REAGAN NATIONAL AIRPORT (non-stop departures; 2013)
[/TD]
[/TR]
[TR]
[TD]Rank
[/TD]
[TD]Published Carrier
[/TD]
[TD]Available Seats
[/TD]
[TD]% Capacity Share
[/TD]
[/TR]
[TR]
[TD]1
[/TD]
[TD]US Airways (US)
[/TD]
[TD]6,244,190
[/TD]
[TD]45.8 %
[/TD]
[/TR]
[TR]
[TD]2
[/TD]
[TD]Delta Air Lines (DL)
[/TD]
[TD]2,014,364
[/TD]
[TD]14.8 %
[/TD]
[/TR]
[TR]
[TD]3
[/TD]
[TD]American Airlines (AA)
[/TD]
[TD]1,890,757
[/TD]
[TD]13.9 %
[/TD]
[/TR]
[TR]
[TD]4
[/TD]
[TD]United Airlines (UA)
[/TD]
[TD]1,233,750
[/TD]
[TD]9.0 %
[/TD]
[/TR]
[TR]
[TD]5
[/TD]
[TD]JetBlue Airways (B6)
[/TD]
[TD]768,250
[/TD]
[TD]5.6 %
[/TD]
[/TR]
[TR]
[TD]6
[/TD]
[TD]AirTran Airways (FL)
[/TD]
[TD]494,250
[/TD]
[TD]3.6 %
[/TD]
[/TR]
[TR]
[TD]7
[/TD]
[TD]Frontier Airlines (F9)
[/TD]
[TD]279,825
[/TD]
[TD]2.1 %
[/TD]
[/TR]
[TR]
[TD]8
[/TD]
[TD]Alaska Airlines (AS)
[/TD]
[TD]228,592
[/TD]
[TD]1.7 %
[/TD]
[/TR]
[TR]
[TD]9
[/TD]
[TD]Southwest Airlines (WN)
[/TD]
[TD]207,727
[/TD]
[TD]1.5 %
[/TD]
[/TR]
[TR]
[TD]10
[/TD]
[TD]Air Canada (AC)
[/TD]
[TD]176,865
[/TD]
[TD]1.3 %
[/TD]
[/TR]
[TR]
[TD="colspan: 2"]TOTAL
[/TD]
[TD]13,643,684
[/TD]
[TD]-
[/TD]
[/TR]
[/TABLE]

[TABLE="width: 497"]
[TR]
[TD="colspan: 4"]SCHEDULED AIR CAPACITY FROM NEW YORK LA GUARDIA AIRPORT (non-stop departures; 2013)
[/TD]
[/TR]
[TR]
[TD]Rank
[/TD]
[TD]Published Carrier
[/TD]
[TD]Available Seats
[/TD]
[TD]% Capacity Share
[/TD]
[/TR]
[TR]
[TD]1
[/TD]
[TD]Delta Air Lines (DL)
[/TD]
[TD]7,733,097
[/TD]
[TD]41.6 %
[/TD]
[/TR]
[TR]
[TD]2
[/TD]
[TD]American Airlines (AA)
[/TD]
[TD]3,405,803
[/TD]
[TD]18.3 %
[/TD]
[/TR]
[TR]
[TD]3
[/TD]
[TD]US Airways (US)
[/TD]
[TD]2,050,243
[/TD]
[TD]11.0 %
[/TD]
[/TR]
[TR]
[TD]4
[/TD]
[TD]United Airlines (UA)
[/TD]
[TD]1,450,010
[/TD]
[TD]7.8 %
[/TD]
[/TR]
[TR]
[TD]5
[/TD]
[TD]JetBlue Airways (B6)
[/TD]
[TD]900,300
[/TD]
[TD]4.8 %
[/TD]
[/TR]
[TR]
[TD]6
[/TD]
[TD]Southwest Airlines (WN)
[/TD]
[TD]884,785
[/TD]
[TD]4.8 %
[/TD]
[/TR]
[TR]
[TD]7
[/TD]
[TD]Spirit Airlines (NK)
[/TD]
[TD]704,794
[/TD]
[TD]3.8 %
[/TD]
[/TR]
[TR]
[TD]8
[/TD]
[TD]Air Canada (AC)
[/TD]
[TD]634,102
[/TD]
[TD]3.4 %
[/TD]
[/TR]
[TR]
[TD]9
[/TD]
[TD]AirTran Airways (FL)
[/TD]
[TD]390,420
[/TD]
[TD]2.1 %
[/TD]
[/TR]
[TR]
[TD]10
[/TD]
[TD]WestJet Airlines (WS)
[/TD]
[TD]307,509
[/TD]
[TD]1.7 %
[/TD]
[/TR]
[TR]
[TD="colspan: 2"]TOTAL
[/TD]
[TD]18,581,971
[/TD]
[TD]-

[/TD]
[/TR]
[/TABLE]

routesonline
 
Dal prossimo mese dovrebbe partire la riconfigurazione dei 767, con una configurazione 28J/14Y+/167Y contro l'atturale 30J/21Y+/167Y; saranno rinnovati tutti gli ambienti, con un hard product simile a quello dei 77W, con J 1-2-1 ed Y+ e Y con nuovi sedili dotati di AVOD.
 
American Airlines Group posts adjusted 2013 net profit of $1.9 billion

American Airlines Group, the parent of merger partners American Airlines and US Airways, reported a 2013 net profit of $1.9 billion on an adjusted basis that excludes special charges and combines the full-year results of American and US Airways.

The 2013 adjusted net profit represents a $1.5 billion improvement over a combined 2012 non-GAAP net profit of $407 million excluding special charges. The carriers closed their merger on Dec. 9, 2013. The adjusted net profit numbers cited for 2013 and 2012 are presented as if the airlines had been a single company for 2012 and 2013 and they exclude special charges. On that adjusted basis, American Airlines Group earned a net profit of $436 million for the 2013 fourth quarter, reversing a net loss of $42 million in the 2012 December quarter.

“The early returns on our merger are very positive,” American Airlines Group CEO Doug Parker said in a statement. “Our teams are working well together and our customers are already beginning to see the benefits of our combined network. We have much work ahead, but … these financial results are evidence of the strong foundation we have in place and we anticipate improving upon these results as we further integrate our operations in 2014.”

The combined revenue of American and US Airways in 2013 was $38.62 billion, up 4.7% over the combined revenue of the two airlines in 2012. The combined mainline traffic of the two airlines in 2013 was 45.43 billion RPMs, up 3.2% year-over-year, on a 3.6% rise in capacity to 55.01 billion ASMs, producing a load factor of 82.6%. The combined 2013 mainline passenger yield of the two airlines was 14.35 cents, up 6.4% year-over-year.

http://atwonline.com/finance-amp-da...oup-posts-adjusted-2013-net-profit-19-billion
 
L'articolo non e' accessibile per intero, ma con l'integrazione di US in AA, e' logico pensare anche alla partecipazione di US nella JV. L'altra compagnia credo sia AB.

IAG in informal talks over further JVs

International Airlines Group (IAG) is hoping to integrate US Airways’ flights into its joint venture (JV) with American Airlines and is eyeing other oneworld-based...

http://atwonline.com/finance-amp-da...com&YM_MID=1453137&sfvc4enews=42&cl=article_6
 
Come risultato dell'integrazione delle flotte, il gruppo American nel corso del corrente anno metterà a terra 80 aerei, sia AA che US, ma ne prenderà un consegna 83!

As the integration process with US Airways (US, Phoenix Sky Harbor) steps up, American intends to retire twenty-six MD-80s, fourteen B737-400s, twenty-two B757-200s, five A320s and thirteen B767-200(ER)s by the end of the year replacing them with ten A319-100s, forty-two A321-200s, three A330-200s, twenty B737-800s, two B787-8s and six B777-300(ER)s.
 
I numeri della AA sono enormi. Se non sbaglio togliere dalla flotta 14 737-400 significa eliminare tutti i rimanenti esemplari di questo modello che viaggiavano ancora con loro. Guardavo la loro flotta AA-US sulla rivista di bordo di US Airways pochi giorni fa, e mi colpiva anche come AA sia riuscita a far calare la flotta di MD80 (che aveva un mare di aerei fino a pochissimo tempo fa, gliene restano ancora circa 150 ma in rapida diminuzione) con tanti 737-800 e A32X entrati in flotta negli ultimi anni.

La flotta di lungo raggio pero' rimane ancora vecchiotta, e ancora incentrata in larga parte sui 767 (con un po' di 330 e 777). Ma anche li, stanno lavorando alacremente.
 
È veramente eterna sta fusione tra AA e US. Quando scompariranno i codici di volo US?

AA e US dovrebbero ricevere il single operator certicate dalla FAA nella prima meta' del 2015. E' normale che le fusione impieghino parecchio tempo. Ad esempio solo a fine anno spariranno i codici AirTran in seguito alla fusione con Southwest del 2011.