Ua hoʻopuka ʻo Continental Airlines Inc. a me US Airways Group Inc. i nā poho o ka hapaha ʻehā ma nā koho hewa ʻole ma nā ʻaelike wahie, e lawe ana i ka deficit hana hui no nā mea lawe ukana nui loa o US i $9 biliona.
Ua hōʻike ʻo Continental, ka ʻehā o ka mokulele nui loa o ʻAmelika, he $266 miliona ka pohō, aʻo ka helu 6 US Airways ua nalowale he $541 miliona. Ua ʻoi aku kā lākou kūʻai ʻana i ka manaʻo o ka poʻe loiloi. Ua hoʻolaha pū ʻo JetBlue Airways Corp. a me Alaska Air Group Inc. i nā hemahema.
Ua hōʻike nā hopena i ka hāʻule ʻana mai ka hoʻohana ʻana o ka ʻoihana i nā ʻaelike kūʻai mua e hoʻopaʻa i nā kumukūʻai ma hope o ka piʻi ʻana o ka wahie jet i kahi moʻolelo i Iulai. Ua piʻi nā kumukūʻai he 65 pakeneka i ka hapa ʻelua o ka makahiki 2008, e waiho ana i nā mokulele i hoʻopaʻa ʻia i nā kumukūʻai ma luna o ka mākeke e like me ka hoʻemi ʻana i ka noi huakaʻi.
"ʻOi aku ka huhū o nā mea a pau e hele ana i ka makahiki 2009," wahi a Hunter Keay, ka mea loiloi ma Stifel Nicolaus & Co. "Ke ʻike nei mākou i ke kūʻai aku ʻana o nā kumukūʻai a ke kokoke mai nei nā puke ma muli o ka maopopo ʻole."
Ua ʻoi aku ka nui o nā poho o ka hapaha ʻehā o ka US ma mua o $9 biliona poho i manaʻo ʻia e ka mea loiloi UBS Securities LLC ʻo Kevin Crissey.
Me nā kumukūʻai no nā ʻaelike wahie-paʻa ma nā kumukūʻai ma luna o ka mākeke a me nā mea helu helu ʻē aʻe, ʻo ka poho ʻupena hapaha no ka hui he $4.19 biliona.
Lele Hoemi
No ka makahiki holoʻokoʻa, ʻo ka poho hana no ka hui he $ 3.8 biliona. He $15.1 biliona ka pohō o ka ʻupena, ʻo ia hoʻi kekahi mau kumukūʻai no ka hoʻopau ʻana i nā hana 26,000, paka 460 jet a kākau i ka waiwai o nā waiwai a me ka lokomaikaʻi.
ʻO Continental, i hoʻokumu ʻia ma Houston, i ʻōlelo ʻia i kēia lā e ʻoki ʻo ia i ka lele lele ʻana o ka home e like me ka 7 pakeneka o kēia makahiki, ʻoi aku ma mua o kāna pahuhopu mua a hiki i ka 6 pakeneka.
ʻO nā mea hoʻouka, kahi ana o ke ʻano o nā mokulele holoʻokoʻa, e emi iho i kēia hapaha a ʻo ka manaʻo o ka loaʻa kālā "ʻaʻole hoʻoikaika," i ʻōlelo ai ka Luna Nui ʻo Larry Kellner ma kahi kelepona kūkā.
ʻO JetBlue, i hoʻokumu ʻia ma New York, i kēia manawa e hoʻolālā e ʻoki i ka hiki ma ka 2 pakeneka o kēia makahiki, kahi hoʻohuli ʻana mai ka makahiki i hala i ka wā i hoʻohui ai i ka 1.7 pakeneka aʻo nā mea ʻē aʻe e huki ana i hope.
ʻO Delta, ka mea lawe nui loa o ka honua ma hope o ke kūʻai ʻana iā Northwest Airlines i ʻOkakopa, hoʻolālā e huki i nā mokulele he 50 mai kona mau ʻauwaʻa nui e hoʻemi ana i ka lele ʻana ma 6 pakeneka a 8 pakeneka i kēia makahiki. E hoʻopau ka hui ʻo Atlanta i 2,000 mau hana hou aku ma o nā kūʻai manawaleʻa, ma hope o ka ʻoki ʻana i ka 6,000 i ka makahiki i hala.
Eʻokiʻana i ka Mana
ʻO ka makua American Airlines AMR Corp. ma Ianuali 21, ua hoʻonui i kāna pahuhopu no ka hōʻemi ʻana i ka hiki ma ka 1 pākēneka, i ka 6.5 pakeneka, no ka mea, ua hoʻopaneʻe ʻia ka lawe ʻana o 8 Boeing Co. 737-800 i kekahi mau mahina. ʻO ka huakaʻi o ka mea lawe kaʻa helu 2, i ana ʻia i nā mile i lele ʻia e nā poʻe uku uku, ua hāʻule i 10 pakeneka i ka hapahā ʻehā. Aia ka AMR ma Fort Worth, Texas.
Hoʻolālā ka makua o United Airlines ʻo UAL Corp. e hoʻopau i 1,000 mau hana uku hou aʻe i ka neʻe ʻana o ka hui ma Chicago e hōʻemi i ka hiki ma ka 8 pakeneka o kēia makahiki.
ʻO Southwest Airlines Co., ka mea lawe hoʻemi nui loa, e uhaʻi i kahi 20-makahiki hoʻonui streak i kēia makahiki ke ʻoki ʻo ia i ka lele e 4 pakeneka. Ua ʻōlelo ka mokulele mokulele ʻo Dallas i hāʻule i ka 1.4 pakeneka i ka hapaha.
"ʻAʻole kēia ka manawa e ulu ai," i ʻōlelo ai ka Luna Nui o Southwest ʻO Gary Kelly i kahi hālāwai ninaninau ma Ianuali 22.
Poised no ka waiwai
Ua mākaukau ka ʻoihana mokulele US no kāna makahiki mua o ka loaʻa kālā i loko o kahi hoʻoiho. ʻO UBS's Crissey, FTN Midwest Research Securities analyst Michael Derchin a me Calyon Securities analyst Ray Neidl ua manaʻo ʻia kēlā me kēia ma kahi o $5 biliona kālā i hui pū ʻia no nā mea lawe nui US ma 2009.
He kiʻekiʻe paha kēlā mau kuhi ma hope o ka ʻōlelo ʻana o kekahi o nā mea lawe i kēia mahina e nāwaliwali ke koi no ka huakaʻi ea ma muli o ke kaʻe ʻana.
Ua ʻoki nā hui US i 557,000 mau hana mai Nowemapa, e like me ka ʻikepili i hōʻuluʻulu ʻia e Bloomberg News a me Challenger, Gray & Christmas, ka hui kūkākūkā outplacement ma Chicago.
ʻElima mau mea noiʻi me Keay o Stifel Nicolaus i hoʻohaʻahaʻa i kā lākou mau hapaha mua no Delta i kēia pule, a ʻelima i ʻoki i kā lākou mau manaʻo no ka makua ʻAmelika AMR, e like me kahi noiʻi Bloomberg. ʻEhā i ʻoki i ko lākou mau hiʻohiʻona no UAL, a ʻekolu i hoʻohaʻahaʻa ʻia no ke komohana hema.
Ua hāʻule ka Continental i $1.18, a i ʻole 7.3 pākēneka, i $15.05 i ka hola 1:42 pm ma New York Stock Exchange composite kālepa, a hāʻule ʻo US Airways i 39 keneta, a i ʻole 5.3 pakeneka, i $6.91. ʻO ka Bloomberg US Airlines Index, nona nā mea lawe 13, hōʻole i ka 2.6 pakeneka.
He aha e lawe ʻia mai kēia ʻatikala:
- The results showed the fallout from the industry's use of advance-purchase contracts to lock in prices after jet fuel soared to a record in July.
- Delta, the world's largest carrier after buying Northwest Airlines in October, plans to pull as many as 50 jets from its mainline fleet as it reduces flying by 6 percent to 8 percent this year.
- JetBlue, based in New York, now plans to trim capacity by as much as 2 percent this year, a reversal from last year when it added 1.
