The American Airline Industry

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The American Airline Industry

The Airline Industry is a highly competitive industry with companies

operating in domestic and/or international markets. Many airlines are

stilled owned by their respective countries and have treaties between

countries to allow airlines to land there. The industry has been

taking a relatively shaky course as costs are rising and profits have

been decreasing. This was further intensified with the recent

terrorist attacks on US soil, which lead to higher costs as the need

for more security arose. Recent financial statements of major airlines

showing major losses reflect the problems that the industry is having.

Yet amidst the storm, some regional airlines such as Jet Blue Airlines

have managed to focus on specific markets and maintained or increased

their profits. It is no doubt that Porter’s 5 forces of competition

are at play in this industry. These forces are the Threat of

Substitutes, Threat of New Entrants, Competitive Rivalry, Bargaining

Power of Buyers and Bargaining Power of Suppliers.

Threat of Substitutes

The airline industry has been plagued by rising costs resulting in

poor profits. The recession adversely affected the industry during the

first half of 2001. This was intensified by the September 11th

attacks, when two airlines were crashed into the Twin Towers in New

York City by terrorists killing everyone on board and demolishing the

buildings. This lead to an immediate reduction in air travel as

customers did not feel safe about flying and an increase in the use of

other forms of transportation. Amtrak, a railway company, reported an

increase in passenger volume in the days following the attacks. Though

this has leveled off as things returned to normal, rail travel is a

substitute for air travel that will be utilized by customers if they

are looking for cheaper travel and if they are looking for a leisure

trip that would not be too time consuming. Automobiles are also a form

of travel that is a substitute for air travel. This is especially the

case when a family is traveling as the costs are minimized and

schedules coordinated on the travelers’ timetable.

Threat of New Entrants

Historically, entry into the market has been relatively easy for

airline companies. When the economy was booming, people traveled more

for leisure and companies used this opportunity to enter th...

... middle of paper ...

...aken from Hoovers Online)

Revenues (in Millions) Sept 2002 Sept 2001

US Airways 1903.0 2493.0

American 4494.0 4816.0

Southwest 1391.2 1335.1

Net Income (in Millions) Sept 2002 Sept 2001

US Airways (248.0) (24.0)

American (924.0) (414.0)

Southwest 74.9 151.0

Total Assets (in Millions) Sept 2002 Sept 2001

US Airways 7705.0 9564.0

American 31502.0 31840.0

Southwest 8954.3 7994.9

Total Debt (in Millions) Sept 2002 Sept 2001

US Airways 10808.0 10106.0

American 28991.0 25609.0

Southwest 4631.6 4045.3

EPS (in dollars) Sept 2002 Sept 2001

US Airways (3.64) (.36)

American (5.93) (2.68)

Southwest .09 .19

Revenue Passenger Miles Oct 2002 Oct 2001

US Airways 2,965,753 2,802,967

American 3,048,000 2,851,000

Southwest 3,258,017 2,590,610

Load Factor (%) Oct 2002 Oct 2001

US Airways 66.9 61.7

American 63.2 57.8

Southwest 56.8 53.4

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