How many airplanes did AA have in 03, how many now, and how many will we have when this order is complete?
The airplanes being overhauled at AFW aren't disappearing in bankruptcy and the new airplanes that replace them as they are retired work will need to be overhauled somewhere. How is that work not required anymore? AA will have plenty of need for widebody overhaul in the future. AFW has that capacity.
The airplanes being overhauled at AFW may not be disappearing in bankruptcy, but I'd say the equivalent of AFW's capacity has already left or is scheduled to leave the fleet.
Here are a few snapshots in time for you....
Code:
Year 2011 2008 2003 2001 1999
AA Fleet 608 626 770 881 697
Eagle Fleet 299 266 271 276 268
Widebody 120 146 153 161 155
Narrowbody 488 480 617 720 542
(I included the Eagle numbers to refute the oft-repeated argument that Eagle grew at AA's expense -- their fleet size has been relatively flat up until the last CR7 order for 20 aircraft)
Overall, from 1999 when AA only had 2 overhaul bases, AA's got 89 fewer aircraft, and 35 fewer widebodies (essentially, the entire A300 fleet).
I haven't tried to map out the deliveries and retirements yet because until the S1110 process is done, there's not much point.
Looking at the current fleet, there are about 200 MD80 + 121 B757 + 15 B762's (total 336) that I'd expect to see retired.
There are firm orders for 135 738's and 130 A320's, which would cover the MD80's and then a mix of the other two fleets. If the company exercises options, they'd be able to retire all three fleets plus growth aircraft, or possibly retiring some of the Y2000 vintage B738's at the end of the program, at which point they'd be close to 20 years old.
All in all, I wouldn't expect to see the AA fleet being mich above 650-700 by the time all is said and done, which again, is getting you to the 1999 fleet.
Assuming that all widebodies are outsourced, that leaves about 550 aircraft to maintain with TUL, which seems entirely doable.