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Alaska Air Group outlines fleet changes; anticipates delays for new Boeing deliveries

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Alaska Air Group outlines fleet changes; anticipates delays for new Boeing deliveries
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Alaska Airlines | Alaska Airlines

The Alaska Air Group, comprising Alaska Airlines, Hawaiian Airlines, and Horizon Air, has outlined its fleet strategy for 2025. The group does not anticipate receiving its first Boeing 737 MAX 10 aircraft until at least 2026.

In a recent filing with the United States Securities and Exchange Commission (SEC), Alaska Air Group reported ending 2024 with a total of 392 aircraft across its airlines, including those operated by third-party regional carriers. Throughout the year, Alaska Airlines received one converted freighter, four Boeing 737 MAX 8 jets, and seven Boeing 737 MAX 9 aircraft. It also reduced its Boeing 737-900 fleet to six units. Hawaiian Airlines took delivery of five Airbus A330-300F cargo planes in 2024 as part of an agreement with Amazon.

Hawaiian Airlines introduced the Boeing 787-9 to its operations last year, receiving its first unit on February 9, according to ch-aviation records. The aircraft began commercial service in April. Horizon Air added three Embraer E175 regional jets in the same period.

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Alaska Airlines plans to take delivery of nine Boeing 737 MAX 8s and eight Boeing 737 MAX 9s in 2025 but expects no deliveries of the Boeing 737 MAX 10 until the following year. "Boeing has communicated that certain B737 and B787-9 aircraft are expected to be delivered later than the contracted delivery timing," a spokesperson noted.

Hawaiian Airlines aims to add four more Airbus A330-300Fs and three additional Boeing 787-9s in the upcoming year. Meanwhile, Horizon Air is set to receive three E175s plus one more through a capacity purchase agreement.

Despite these fleet expansions raising their total number of aircraft from last year's count of 392 to an anticipated total of 414 by year-end, Alaska Air Group's capacity growth will be modest at just two to three percent compared to last year's figures.

"In addition to growth in revenue and expenses due to the impact of Hawaiian on Air Group results for the full year," company representatives stated, "2025 results will be impacted by other factors throughout the year." They expect revenue gains from leisure and corporate markets alongside network synergies as they integrate Hawaiian Airlines further into their operations.

“Wage rate increases stemming from new labor agreements and rising costs at airports in which we operate will drive cost pressures during the year,” another spokesperson added. However, they foresee potential benefits from synergy capture later this year.

The merger between Alaska Air Group and Hawaiian Airlines was finalized in September last year after obtaining approval from the Department of Transportation (DOT) following remedy measures ensuring market competitiveness.

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