United CEO Scott Kirby dismisses Delta's Pacific growth as low-yield and half-empty, insisting United will remain number one across both oceans.
Delta's TPAC strategy is not going to work. Centered around LAX, where it has so much competition and yields are trash, is one reason. The other challenge for DL is the SEA gateway, which isn't working well for Delta, and is stagnant in its growth.
Delta assumes arrogantly that its growth plans will work because folks will pay a premium to fly it. That's absurd.
Delta's bread and butter long haul is to Europe, not to Asia. It's network across the Pacific isn't small, but it is never going to reach the size and scale of UA's and it cannot, because it has no viable gateway to make that work.
"the SEA gateway, which isn't working well for Delta,"
Based on what, other than your speculation. You don't have the numbers to substantiate that.
Didn’t Luis Munoz once said “Let Delta sleep, for when she wakes, she will shake the world”?
Wait no that was Napoleon Bonaparte speaking of china 🤣🤣🤣
I hate Kirby with a passion. He can’t shut up because he’s a d-bag. UA will never get any of my money
In April, LAX-MNL is on average mid-$800s on PR and mid-$1400s on DL, while SFO-MNL on UA is also mid-$800s. DL is really leaning into their premium self-image with their ridiculous pricing because they seem to not understand the demographic of the people who fly this route.
It's really odd how coy Delta is being about their intended Singapore flight, and where they plan to fly it from.
Most bloggers and enthusiasts are assuming Seattle, but Delta's never actually said that. All they've ever officially said is "not likely Los Angeles," in Esposito's interview.
Sure that makes Seattle likely (and yes, I saw JonNYC's tweet), but then when pressed twice for confirmation, Esposito refused to just say "Seattle." Weird, since they didn't do that with Hong Kong nor Manila, so why this?
I really wonder if that's a hint that they might try something wild like Singapore from New York (their 283 tonne A350-900s can do it with no problem)? Unlikely, since they don't even bother doing Tokyo or Seoul.
Detroit's also possible. But then again, they could just as easily do something lame, like fly it from Narita (again) now that they're back at that gateway.
I think they could do any hub except ATL (which is like 9900 miles). Honestly, I could see them doing this from SLC...so put me on that square in the betting pool?
Still...who would they feed from/to at SIN?
"I could see them doing this from SLC"
You're bad at comedy.
"who would they feed from/to at SIN?"
Plenty of options. Delta interlines with Singapore, Thai, Vietnam, Garuda, PAL, and several other southeast Asian carriers with decent ops at SIN. Codeshares with several of them too.
Delta has shown indications of wanting to fly jfk-Seoul at some point was waiting for the Asiana Korean merger to finalize and I suspect now it is waiting for the finalized post integration schedules and future aircraft deliveries.
This era of 'Celebrity CEO' is so freaking lame. Please stop the pettiness and fake brawling with rivals; just focus on leading reliable, comfortable, reasonably profitable airlines that deliver for passengers (not deceive them with micro-targeted algorithmic unbundled fares, or rely on cop-outs like blaming 'the weather' when you don't properly maintain or staff your aircraft). None of us should have to know or care who Scott, Ed, or any of these jokers even are.
Well Delta already scared Air.Canada.away..they just cancelled there Vancouver to Singapore route!
However AC has set it's planes up to be a budget airline so this is probably not a good market for them.
This is tabloid drama.
Does Scott Kirby saying negative or positive things about Delta's Asia expansion even matter?
If the quality of growth is good or bad, it doesn't matter what people say about it. The objective metrics like yields and profits are what will tell the story.
As a Delta Platinum I’m supposed to be offended by this, but unfortunately Kirby has a point. United has spent years building a Pacific network around probably the best US hub for the job, while Delta is now trying to catch up from LAX and SEA. I’m all for Delta giving it a go (more competition is good for passengers, apparently), but announcing you want to beat United across the Pacific and actually building a network that can do it are two very different things. Kirby could perhaps enjoy being right a little more quietly, though.
If status matters, I'll add, as a current Delta Platinum (formerly Diamond), United Premier Platinum (formerly 1K), and American Platinum Pro (formerly EP), I am not 'offended' by any of those jokers' (Ed, Scott, or Robert) mere 'statements,' whatsoever. However, I'm certainly not 'pleased' when their companies try to deceive us as consumers with deceptive practices and/or fail to operate reliably. I wish they'd stop the noise, just focus on the fundamentals.
Regardless of how right or wrong Kirby is, this is the same guy who was making noise about a likely-legally-impossible merger with AA not too long ago. I only hope Ed responds with "Well, Scott has been talking out of his [tush] a lot lately, hasn't he?"
Self admitted I don’t know a lot about how much airlines make on flights/routes but I just flew Delta to Hong Kong and back. From all the news about how poorly this route will do for them I was expecting the flights to be empty but was shocked when both there completely full… (they were selling cheap upgrades however 1k for delta one and $199 for premium select)
What Kirby is doing is imitating and metaphorically(?) fellating the fat orange Nazi by adopting some of his more unfortunate habits, such as screeching shrilly at those he doesn't like, only to diminish himself.
The masters of this game were Herb Kelleher at SW and Robert Crandall at AA (both brilliant aviation nerds who had it in their blood), and Kirby doesn't seem to realize that he has neither the brains nor the respect to pull off this sh!t behavior himself. He's embarrassing. Yogi Berra he ain't.
Perhaps for Christmas, Santa will give him some dignity.
Don't forget Branson. Dude had half the aviation-geek world thinking that twin-jets were comparatively unsafe, and that he could've bought and saved Concordes, for 1 GBP.
"Don't forget Branson."
How could I have forgotten?!
100% agreed, great point, Synn.
"4 Engines 4 Long Haul" - how cute that seems in retrospect, huh?
Didn’t Luis Munoz once said “Let Delta sleep, for when she wakes, she will shake the world”?
Wait no that was Napoleon Bonaparte speaking of china 🤣🤣🤣
Aw, poor Delta fanboys. The head of my Hometown Airline is picking on your avatar of pure evil and you can't cope with it. Apparently you haven't heard a certain line from a certain movie. You're bringing a knife, so we're bringing a gun. That's the Chicago way. Anything that contributes to killing Delta, including statements from Kirby, are fine by me.
Delta living rent free in his head. He wants to be like Ed and Delta so bad it’s comical.
Really?
Mainline Fleet size 2016/2026:
UA: 737/1,143 +406/55%
AA: 930/1,036 +106/11%
DL: 832/1,002 +170/20%
WBs Now/YE28
UA: 240/295
DL: 180/203
AA: 137/146
Revenue / Net Income (in $b) since 1/1/22
DL: 269.2/15.7
UA: 247.2/11.3
Cash Flow: OCF / Capex / FCF (in $b) since 1/1/22
UA: 36.3/26.4/10.9
DL: 33.2/23.2/10.1
Both DL & UA net leverage ≈ 2.0
Interesting he says they don't have the right aircraft for the pacific. What is the right aircraft for the pacific? don't Delta use A350s for their pacific routes?
Or is he saying the 350 is too expensive for the pacific?
A week back I was looking into a last moment trip to Tokyo in the middle of this October. Even with +/- 1 day flexibility AA had only a few J seats available and PE was either all sold out or having just one seat. UA had the most seats and the cheapest PE available. I have ended up booking CX through HKG.
Looks like Delta is doing so well in HKG that it is having a SkyMiles sale -- 34K to 44K miles for roundtrip to HKG from many US cities in basic economy.
(gasp) a sale on a relatively new route?! No way!
Who could ever have foreseen such a thing.
Q2 2026 Yield/Capacity
UA: 10.9%/4.1%
DL: 7.0%/8.0%
AA: 17.3%/8.2%
The data tells the tale. DL's initial TPAC growth has poor relative yields.
Mainline Fleet size 2016/2026:
UA: 737/1,143 +406/55%
AA: 930/1,036 +106/11%
DL: 832/1,002 +170/20%
Wide body deliveries:
……’26/’27/’28/later
UAL: 20/27/18/75 (+ 45 359s?)
DAL: 03/08/12/61
AAL: 00/06/03/10
WBs Now/YE28
UA: 240/295
DL: 180/203
AA: 137/146
UA: 1,143 aircraft, (240 WB), Orders: 173 WB/393 NB (14.9 average fleet age)
AA: 1,036 aircraft, (137 WB), Orders: 19 WB/261 NB (14.8 average fleet age)
DL: 1,002 aircraft, (180 WB), Orders: 84 WB/248 NB (15.0 average fleet age)
Lie-flat Business Class Seats/Int’l Departure: UA: 45.4, AA: 35.1, DL: 31.8
I am NOT defending Delta - they need to wake up before UA beats them up and steals their lunch money. And I'd like them to wake up because I deeply despise UA after being consistently treated poorly as a 1K (as was every 1K - it wasn't personal) a number of years ago. And DL is doing their best to suck lately. All that said my one recent data point regarding DL in the pacific (this month) was a RT to Tokyo that was packed. I'm willing to believe that was an outlier as it's not an expansion route.
Without the large fare increases due to rising fuel prices Delta's Q2 TPAC yields would have undoubtedly decreased YOY along with PRASM. Not good.
2025/1H26 Pacific rev $m
UA: 6,878/4,013
DL: 3,364/1,959
Q2 ’26 TPAC PRASM YOY UAL/DAL: +14.0%/+7.0%
2025 Pacific data:
UAL TPAC Op profit: $735M Rev: $6.9B ≈10.7% op margin, 1.51c/ASM
DAL TPAC Op profit: $327M Rev: $3.4B ≈ 9.3% op margin, 1.47c/ASM