MIDAS Aviation Insight #2: Headcount inefficiencies and bottom line impact

MIDAS Aviation Insight #2: Headcount inefficiencies and bottom line impact

MIDAS Aviation Insight #2: What is the bottom-line impact of operating an airline with less than efficient FTE p/aircraft number? Actually, it can be quite substantial. While conducting an international benchmark, there is ample room from improvement in terms of FTE per aircraft for all the Latin American carriers shown. On the one hand, Volaris and Vivaaerobus operates with 60 and 53 FTE respectively while top performers run leaner operations with 36 FTE p/aircraft.

On the other hand, Avianca, Aeromexico and LATAM operates with 133, 125 and 122 FTE respectively while top performer US major Delta Airlines operates with 31 fewer FTE than Avianca.

Top put this in context, Latin American airlines are spending US$M due to inefficiencies associated with extra headcount, multi-layer processes and lower level of technology usage among others.

FSC example:

Delta Airlines (LATAM equity partner) operates with 102 FTE per aircraft or 20 fewer employees than LATAM by YE2019. Looking at LATAM fleet of 342 aircraft by YE2019, it was operating with an “extra” headcount structure of 6,840 employees. Assuming an average wage of US$ 60K p/year and 1.3x labor benefits, potential annual saving reaches US$ 534M.

ULCC example:

Wizz Air operates with 126 FTE per aircraft or 24 fewer employees than Volaris by YE2019. Looking at Volaris fleet of 82 aircraft by Q1 2020, it was operating with an “extra” headcount structure of 1,968 employees. Assuming an average wage of US$ 40K p/year and 1.3x labor benefits, potential annual saving reaches US$ 102M.

Source: YE2019 results or when available airline’s 10K reports for Q2 2020. In addition, Chapter 11 filings. Consultant analysis

Link: https://www.midasaviation.com/

Notes:

a. FTE: Full Time Employee. FSC: Full-Service Carrier.

b. Copa was left on its own as it cannot be classified as a FSC (no widebody fleet, no flight segment longer than 10 hrs., etc.). and is not an ULCC either but runs a highly profitable “hybrid” cost focused model.    

#LatamAviation #airtransportation #aviationconsultancy #aviationinsight #airlines

#aviationdata


Michael Dowds

ME&I Aviation Leader | Transportation | Mobility | Global Advisory to C-suites and Boards | Ex-Deloitte

4 年

One other factor not mentioned (appreciate it is a 2 min read), is the operating model and the level of outsourcing to third party partners. Some airlines manage to do that better than others.

Greg O'Callaghan

Multi-Asset Fund Manager

4 年

If labor is cheap, then having more FTE's per aircraft shouldn't be seen as an inefficiency. Unfortunately the analysis does not include average cost per FTE. I agree with other comments here that the baseline benchmark KPI should be CASK. From there we can further investigate how CASK can be reduced, by looking at its breakdown for each airline.

Marcos Melchiori

Plant Manager | Opera??es | Engenharia | Qualidade | Melhoria Contínua | LSS Black Belt

4 年

Allow me two commentaries: It is excessively simplistic to compare differencies in FTE per acft and associate it with inefficiencies. You would have to go deeper and understand how vertical or not the organizations are and somehow include third part operations within your KPI. To assume an avarage wage of 60KUSD for Latin American employees to calculate the financial impact of it is an even further step into error since this is very far from the reality (which in fact many times will explain differencies in the level of technology applied). PS.: I know I am far from mainstream industry commom sense here. I am somewhat stuborn and I keep to myself a strong beliefe that the only real efficiency KPI that matters is CASK.

Bruno Lelli

Captain at Azul Linhas Aéreas Brasileiras

4 年

Hello René, how are you? What are you considering as "Full Time Employee"? I mean, are you including the crew-members? And what are you considering as "Fleet", the whole fleet operated by the airline or just the operational fleet during the Covid-19 Pandemic, excluding those grounded? Thanks,

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John Grant

Partner at MIDAS Aviation

4 年

An interesting thought, particularly when you consider that Air France and Lufthansa have the lowest redundancies amongst European carriers through Covid-19. Can we therefore imply that they will be amongst the most inefficient when/if a recovery occurs or that they are best protected by their supporting Governments?

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