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

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.