Arguably, your correspondent’s favorite subject is the middle of the market. Some “data reporting anomalies” have been examined and revised. We will be digging into that soon enough.
Meanwhile, here’s our updated MoM Metrics Model.
- Despite American parking its 767-300ERs, Delta and United continue getting excellent value from that model.
- The same thing applies to the A330-200. Did American overreact to the pandemic? It sure looks like a case can be made.
- Among single-aisles, the much-vaunted A321neo is not delivering flight ops costs better than the MAX 9.
- On the other hand, the A321neo has longer legs, and customers have reasonably reliable delivery, even if it arrives a bit later than planned.
- The 757 is aging, and this is shown in the costs. But airlines can’t getA321s fast enough, and MAX 10 customers have to twiddle their thumbs.
- One more point—Alaska Airlines is now primarily a MoM airline, which has been a significant change over the past few years. The MoM enabled JetBlue to serve Europe.
The lower charts on page 3 show ASM trends and how market share is moving towards Airbus. Yet the upper chart shows that the MoM share of ASMs has been relatively stable.
On page 4, selecting each airline that operates a MoM (blanks for those that don’t) illustrates how some airlines simplify their fleets. One exception is Delta, which flies several MoM single-aisle models. Delta would no doubt like to simplify its fleet but can’t because of OEM delivery delays.