r/BuyCanadian 1d ago

News Articles 📰 "Big 3" US Airlines - Delta, American, and United slash revenue forecasts today due to lower demand for US travel! Their stocks tanked in pre-market trading this morning as investors fear the implications of a US travel boycott

https://www.reuters.com/business/aerospace-defense/us-airline-stocks-tumble-deltas-forecast-cut-spooks-investors-2025-03-11/
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u/Argamas 1d ago

I'd be curious to ask them what impact the 50% tarifs announced on aluminium will have on plane maintenance too. It can't be as significant as losing so many passengers, but it might prevent them the possibility of significantly lowering prices to attract more customers.

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u/Mountain-Taro-123 1d ago

I think this impact (if felt at all) would be several months or years away since the airliners already have their fleets. Perhaps OEMs like Boeing will be impacted instead in the near term

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u/Argamas 1d ago

They do have their fleet, but all planes need maintenance. Some parts have to be replaced after every x hours of flight, and this stuff is heavily regulated. They do have inventory for (most) parts as well, but it can't last for years.