Rumor: Delta Acquir...
 

Rumor: Delta Acquiring Used Airbus A350-900s

35 Posts
6 Users
0 Reactions
744 Views
Posts: 40608
Admin
Topic starter
(@lucky)
Member
Joined: 13 years ago
[#12358]
wpf-cross-image

Update: This order has now been confirmed, as Delta is acquiring 36 used aircraft.

Continue reading: Rumor: Delta Acquiring Used Airbus A350-900s

Share your questions, experiences, and thoughts below.


34 Replies
34 Replies
(@IntlBizTraveler)
Joined: 6 years ago

Posts: 9

I get this may sound hyperbolic, but if Delta doesn’t immediately convert the planes to their own interior their brand reputation is likely to plummet. As an airline built on operational excellence, having someone else’s inferior interior in the sky is a non starter.

But hey, at least this acquisition wasn’t of Norwegian’s MAXes like some people thought.


Reply
 AJO
(@AJO)
Joined: 17 years ago

Posts: 233

PR-XTF flew to VCV as well, so it looks like that frame may also join DL's fleet. See June 21, flight# LA9427


Reply
Diamond
(@tim-dunn)
Joined: 5 years ago

Member
Posts: 7582

If this all comes to pass and the planes are delivered within a couple years, Delta will have replaced all of its ultra-long haul capacity that was their A350 fleet plus the 10 777LRs when covid started with some growth capacity. The A330-900 has about as much range and is only a little smaller than the 777-200ERs.
I am sure Delta will change out at least the premium cabins in order to maintain brand consistency or at least operate any non-standard A350s on a couple of locked routes. LAX to Australia is carrying very few passengers because of Australia's covid requirements so they could put a couple planes on that until they can get them reconfigured. They do potentially have 18 cabins worth of 777 seats, lavs and galleys; not sure how much of that can be transferred but I am sure there is some. If not, it will take time for suppliers to build new interior fixtures.
Another consideration is that Delta might be doing this in part to help reduce the loss it suffers on its equity investment in Latam since the damage to the creditors who are taking back the A350s is less.
With the number of A350s Delta already has on order, this could leave Delta in a few years with a fleet of over 50 of the same model of top of the fleet widebodies, more than it has ever had. Given the operating cost savings the A350 and the A339 has over the B777, this could leave Delta very well positioned for longhaul international growth.


Reply
 Ray
(@Ray)
Joined: 11 years ago

Posts: 565

This is a great strategy in my opinion. So much less material mined from the ground, transported, refined, and then transported again; giving LATAM some cash injection; and a more predictable delivery schedule.


Reply
(@FNT Delta Diamond)
Joined: 10 years ago

Posts: 358

Hopefully, any new A350s will be updated to have better lavatory space in business-class (there really aren't enough lavatories now and the ones they have aren't ideal for changing clothes) and maybe, just maybe a 2x3x2 configuration in premium economy. The current 2x4x2 configuration is very cramped, especially the two center seats in 4-seat center section.


Reply
(@Taylor)
Joined: 17 years ago

Posts: 98

The N-number N575DZ is already showing assigned to an A359 with the MSN 282 (ex LATAM), so I would say this is more than a rumor at this point!


Reply
(@henry)
Joined: 9 years ago

Posts: 34

wonder if the delta one suites they yanked off the 777's could be installed on the 350s or if the measurements / certification wouldn't allow it


Reply
 Alex
(@Alex)
Joined: 6 years ago

Posts: 114

Delta has a history of swooping in at the right moment to buy used planes at a discount, so I think this fits pretty well with their plans. I always got the impression that the 772s were retired because for age and efficiency purposes, not because of excess capacity, so this does seem to make sense as travel picks back up.


Reply
(@Jonathan)
Joined: 13 years ago

Posts: 16

I suspect that the $62 million spent to unwind their initial purchase retirement had less to do with unwinding the deal and more to do with finding a CARES-compliant way for Delta to participate in the recapitalization of LATAM and keep a stake in the reorganized company.


Reply
(@donna)
Joined: 5 years ago

Member
Posts: 1581

Meanwhile, they’re still operating old, non-retrofitted, klunker 767s as the backbone of their TransAtlantic long haul fleet. It would be great to see those retired.


Reply
 Jim
(@Jim)
Joined: 6 years ago

Posts: 251

Given DL's announced intention to retire their 763s by 2025 with no clear replacement in the pipeline, and the general trend of "upgauging," this seems entirely plausible. I imagine they'll officially announce it with their quarterly results next month.


Reply
Diamond
(@tim-dunn)
Joined: 5 years ago

Member
Posts: 7582

Delta has more A330s, which are larger, in its fleet than 767-300s.
The 767-400s just went through cabin upgrades and the 767-300s are next. Not sure what you find as clunky; the only real drawback of the 767 is that new
I will still happily take a Delta 767 over anyone's 787 in 9 abreast coach or 10 abreast on the 777 which Delta's two largest global competitors operate.


Reply
Diamond
(@tim-dunn)
Joined: 5 years ago

Member
Posts: 7582

the only real drawback of the 767 is that new suite-type business class seats don't fit well but that is a function of the fuselage width.


Reply
Diamond
(@weymar-osborne)
Joined: 5 years ago

Member
Posts: 290

It'd be fascinating to see cost/benefit analyses on fleet decisions. Sure, 777's are older and thus less efficient to operate, but is it really possible that it is cheaper to retire them entirely and purchase brand-new and like-new A350's? I'd love to see a further breakdown on the decision-making here if anyone's got it. I'm sure Delta has smart people working for them and they ran the numbers and that was what worked out best.


Reply
(@TheBoyWanderz)
Joined: 6 years ago

Posts: 22

I recall hearing that the LATAM A350s did not include some of the more popular "options" like enhanced humidity controls that allow the passenger cabin to mimic lower altitudes...remember this being one of the key benefits promoted with traveling on an A350, so if it is the LATAM jets, hopefully they can "upgrade" some of those features to ensure a consistent customer experience in-flight.


Reply
(@donna)
Joined: 5 years ago

Member
Posts: 1581

That’s a big deal and the reason I no longer fly DL. If you’ve paid for a J seat on a Delta 767 TATL flight you will quickly realize the bad value proposition.


Reply
 Jay
(@Jay)
Joined: 5 years ago

Posts: 4

I was not wrong Delta and ALL the american airliners are becoming the worst in the world, they are saturated of 737s and 320s, 2 or 3 big jets to fly over the pacific and Atlantic, even the 787s are small, they are waiting for the 321 NEOXR in order to send the 777s and 747s to the graveyard. Not buying used aircraft from Brazil and Chile. FFS.


Reply
(@John Luffred)
Joined: 6 years ago

Posts: 29

DELTA'S FLEET IS OLD AND OUTDATED!
767,757 AND EVEN AIRTRAN 717'S
DELTA HAS NO 787 OR 777.
DELTA KEEPS ATTEMPTING TO PUT LIPSTICK ON A PIG!


Reply
 Reed
(@Reed)
Joined: 5 years ago

Posts: 6

Next time fly Imelda Marcos Airways


Reply
(@AAfreq)
Joined: 11 years ago

Posts: 73

I just checked ‘FlightRadar24’ under N575DZ
And found it listed under Delta…


Reply
Diamond
(@tim-dunn)
Joined: 5 years ago

Member
Posts: 7582

Delta now has the most fuel efficient international fleet among the big 3. The 777-200ER and 300ER are both far less fuel efficient than either the A330, B767 or A350.
The B787 cabin is narrower than the A350; if American and United only put 8 abreast on their B787s, then that plane would be decent. If you have ever flown on an 9 abreast 787 then you cannot possibly believe it is superior to the comfort on any aircraft in Delta's international fleet.
And given that the 717 was used to retire hundreds of 50 passenger regional jets and American and United each have 200 more regional jets in their fleets than Delta, the issue is not 717.
and Jay, above, Delta has said it is skeptical about the economics of the A321 over the Atlantic.
You do realize that Airbus has ended production of the A380 and the B747 is done as well? Twin engine aircraft ARE all that airlines worldwide want to fly.


Reply
(@Steve)
Joined: 5 years ago

Posts: 3

What makes you think Lantam's interiors are inferior? While I agree there must be consistency with an airlines products, over the years I've found Delta's interior's and product to be inferior. Big time!
Prime example; their TIRED 767's that fly LAX and SFO to JFK. They don't even rate compared to AA's A321T's.
Years back when they started flying to London, a sales rep compared them to Swiss. So I gave them a try.
It was more like Swiss cheese with their southern flight attendants trying really hard to be a truly international carrier. While I know they are, I'll stick with the tried and true.


Reply
Diamond
(@kaleb_with_a_k)
Joined: 5 years ago

Member
Posts: 83

Indeed. I love Delta's 767 planes with the 2-3-2 seating, 18 inch seats and 31-32 pitch.


Reply
 JB
(@JB)
Joined: 8 years ago

Posts: 858

Do these aircraft include the 4 A350's that LATAM leased to Qatar Airways (which were returned at the start of the pandemic) and are now in storage in Brazil?


Reply
(@FlyerDon)
Joined: 5 years ago

Posts: 62

Not sure the 767 is more fuel efficient than either 777.


Reply
(@Jkjkjk)
Joined: 8 years ago

Posts: 248

Still a shame why delta retires the 9abreast 777. But glad for a350 or a339 addition. Take that anyday over 787 in Y.


Reply
(@Jkjkjk)
Joined: 8 years ago

Posts: 248

The decision process requires their own data and prediction model. If it’s out in public, they can’t compete with others as the data can give them comparative advantage


Reply
(@Charles E Janeke)
Joined: 5 years ago

Posts: 1

A lot is being said about (777/787/767/350/330) aircraft (type) EFFICIENCY, however without specificity. On the same token we have (1) block/segment/passenger/mile (aircraft) fuel consumption and (2) passenger/seat/cabin/altitude pressure (passenger) comfort comparables. So we need some (standardized) standard.. starting with CARBON/CO2 production!!


Reply
 Kent
(@Kent)
Joined: 9 years ago

Posts: 376

It's difficult to comment without taking a look at their financial report for this year and understanding how the capital expenditures equate against tax rebates and future capital depreciation.


Reply
 Jk
(@Jk)
Joined: 5 years ago

Posts: 1

Delta airlines loves used aircraft. Charge premium prices on used aircraft. I no longer fly Delta...inflated prices...dirty aircraft...nasty cabin service...regrettably I am a million miler.


Reply
Diamond
(@tim-dunn)
Joined: 5 years ago

Member
Posts: 7582

Charles,
the airline industry produces a lot of data and the government collects alot of it. For people that know how and where to look, there are real insights. Fuel burn by fleet type is provided by every US airline. The latest data is from the 3rd quarter of 2020 which might not be indicative of a normal period because passenger loads have been lighter - but here are a few tidbits.

The Delta 767-300ER and American and United 787-8s all reported within a percent or two of each other. This is why the 767 has not been grounded by Delta and United due to fuel efficiency but because they are just getting old and too expensive to maintain.

The Delta A350-900 was reporte.d to burn about 6.3 gallons/seat/hour. In contrast, the nearly identical seating 777-300ER burns about 8.4 gallons/seat/hour.

The Delta A330-300 burns about 18% less fuel per hour than the American 777-200ER. The Delta A330-900 burns about 11% less than the Delta A330-300. The Delta A330-900 burns a couple percent more than the American and United 787-9.

On the narrowbody front, the A321 is the most fuel efficient per seat with the MAX versions of the 737 and NEO versions of the 320 family about 10% better than their NG/CEO counterparts.

All of these numbers are in line with comparisons manufacturers claim and/or industry analysts have calculated elsewhere.

The most notable fuel burn statistic is that the A220-100 for Delta (the only airline operating it as of the 3rd quarter of 2020) is as efficient per seat as the A321NEO. It also burns less fuel overall than the CRJ-900 and the E175. On a per seat basis, the A220-300 which Delta and JetBlue have on order should be the most fuel efficient domestic aircraft.

Hope this helps.


Reply
(@Brick Bradford)
Joined: 10 years ago

Posts: 9

I can't help but believe that Delta planned to do this when they retired their 777's. A similar number, similar size, much more fuel efficient, highly advanced - AND a fantastic bargain to be had. Whoever at Delta concocted this is simply a genius!


Reply
(@Brick Bradford)
Joined: 10 years ago

Posts: 9

"with their southern flight attendants" - your bigotry is showing.


Reply
 Mike
(@Mike)
Joined: 5 years ago

Posts: 1

Delta usually knows what it is doing. The pandemic created all kinds of bad situations and good opportunities. This likely the latter


Reply