ATSG’s appetite for 767Fs to persist beyond 2019

Concurrently with the reporting of its 2Q18 financial results, during a call with financial analysts, Air Transport Services Group (ATSG) doubled-down on its commitment to the 767 platform through 2019 and beyond, signaling that it will add between six and ten of the type in 2019, and is likely to add more in 2020 and […]

• Charles Kauffman
• August 7, 2018

DP-DHL 2Q results point to ongoing post, parcel pains

While Deutsche Post-DHL Group posted operating profit (EBIT) gains in the Express, Global Forwarding and Freight, and Supply Chain segments, a year-over-year decrease of 58.5% in second quarter EBIT for the Post-eCommerce-Parcel (PeP) division weighed on the Group’s overall EBIT for the quarter, which declined by 11.2% y-o-y to €747 million. The Group’s revenue increased […]

• Caryn Livingston
• August 7, 2018

DHL Express orders fourteen 777Fs, who is next?

At the Farnborough International Airshow today, DHL Express announced an order of fourteen new 777 freighters, with options for delivery of up to seven additional 777Fs. Based on the most recent Cargo Facts Express Fleet Analysis, the order would double DHL Express’ current 777F fleet. Delivery of the first four aircraft in the order is […]

• Caryn Livingston and Charles Kauffman
• July 16, 2018

Amazon behind recent DP-DHL weakness?

Deutsche Post-DHL Group’s first quarter earnings indicated that the company was facing some headwinds in its Post-eCommerce-Parcel division, but an internal memo obtained by German newspaper Handelsblatt indicates that e-commerce giant Amazon has been behind much of DHL’s recent weakness in that sector for more than a year. The newspaper cites two main factors in […]

• Caryn Livingston and Charles Kauffman
• June 25, 2018

Azul Cargo Express’ initial freighter operations just the beginning?

In late December last year, Brazil-based Azul Brazilian Airlines issued a joint press release with Correios (the country’s postal service), announcing their plan to form “an integrated logistics solutions company.” Shortly after, the company announced its intention to lease two 737-400Fs, which lead to the false assumption by many, that the two deals were connected. […]

• Charles Kauffman
• June 21, 2018

More freighters for FedEx and a solid 4QFY18

  Yesterday, along with the release of FedEx’s Q4FY18 financial results, Boeing and FedEx jointly announced an order for twelve 767Fs, and twelve 777Fs in a deal valued at $6.6 billion at list prices. Although the 767Fs represent are a completely new, previously unannounced order, FedEx has long stated in its Stat Book that it […]

• Charles Kauffman
• June 20, 2018

Will partnering with Alibaba’s Cainiao payoff for global carriers?

In recent weeks, Alibaba’s Cainiao Smart Logistics Network has redoubled its focus on cross-border e-commerce with a string of new investments into logistics centers at six cities around the world, and, as of this week, new partnerships with global carriers. These initiatives support the Alibaba Group’s goal of reducing average delivery times to 24-hours across […]

• Charles Kauffman
• June 13, 2018

The global express fleet — Part III

Last week, we began our three-part analysis of the worldwide express freighter fleet. Part I offers a look at the overall fleet of jet freighters used now by the integrated express operators, and how that fleet has changed over the years. Yesterday, in Part II we examined the fleets of relative newcomers to the industry, such as […]

• Caryn Livingston
• June 12, 2018