American Starts Its XLR Adventure Across the Pond with Edinburgh


We had already learned that American’s very first A321XLR route would be on transcon from New York/JFK to LAX, but it wasn’t until last week that we found out where the airplane would first fly across the Pond. First stop? Edinburgh.

It was never really in doubt that the first Transatlantic flight would go from JFK. After all, with the airplane starting on JFK – LAX first, that would make it far easier to flow the airplane. The first transcon flight is AA 3 from JFK on December 18, but it will then slowly get the hang of things in that market exclusively for a few months flying a couple of daily flights.

Then on March 8, it will enter international service with a single daily flight to Edinburgh. The airplane leaves at 9pm, arrives Edinburgh at 7:30am, departs at 11:25am and gets back at 2:25pm. If this sounds like a ridiculously early start to the summer season, you aren’t wrong. And if it seems like an absurdly long layover, well, that too is true. But there appears to be some real method to the madness here, and it has been designed to help break the airplane in slowly and cautiously.

March 9 happens to be the day that the US goes back on Daylight Saving Time. The UK, however, doesn’t go until March 29. So during that time, the airplane arrives into Edinburgh an hour earlier than it otherwise would. As soon as March 29 hits — also the day when the IATA summer season goes into effect for scheduling — the schedule immediately improves. It will still depart JFK at 9pm, but it now arrives at 8:30am. It will then turn in two hours, departing at 10:30am and getting back at 12:30pm. That is presumably going to be the normal schedule for the future.

Operationally, this seems like a wise way to roll out the new service. But why is Edinburgh the first market? Well, we looked into that last week in Cranky Network Weekly, and here’s the chart:

These are the top Transatlantic markets from New York this past August within the range of the XLR. The first five markets are all served by American today with widebodies. The sixth (Dublin) is served by joint venture partner Aer Lingus. Once we get beyond those, however, there are 10 other markets that are bigger than Edinburgh. So again, why Edinburgh?

I think we have a mix of factors going on here. First, I think it’s safe to assume that American would want to start service to cities it serves in some capacity already. There’s no reason to open a new station for a new airplane… too risky and unnecessary. So that not only kicks out Orly and Gatwick — which weren’t going to happen anyway since American served CDG and Heathrow already — but also Berlin, Manchester, and Brussels. (Manchester, by the way, is served by Aer Lingus anyway.)

Beyond that, I assumed that a hub for another airline/joint venture wouldn’t make much sense. Those already have more capacity than they need for the local market thanks to the hub status, and some — like Lisbon — are highly capacity-constrained and couldn’t take another flight anyway. So that eliminates Frankfurt, Amsterdam, Lisbon, and Zurich. And then there were two.

That meant it was a fight between Nice and Edinburgh. Looking at the above chart, Nice looks exceedingly strong. It has much higher demand than it has capacity, and though not shown here, it has a much higher fare than Edinburgh. But we have to remember that this is August and the flight will go from March through October.

Daily Passengers Each Way by Month From New York

ARC/BSP data via Cirium

As you can see, Nice is a much more seasonal market even in the shoulder season. It still has a higher fare year-round, but there are fewer passengers. Besides this isn’t a market that should matter to American and its partners. Edinburgh, well that’s a different story.

You’d think that the joint venture between British Airways, Aer Lingus, and American would make Edinburgh a good place to serve, but it’s already a crowded place. There are flights from Delta, JetBlue, and United in summer today, so it seems rather crowded.

Delta and United may have huge pools of demand in New York, but in Scotland you would think that British Airways could drum up some business. On top of that, Delta and United put their oldest and crappiest products in the market. United has it’s B757s with 2-2 in business class while Delta has its B767-300ERs with tired seating as well. So American can come in with a great product and try to capture enough traffic to fill those mere 155 seats onboard.

I imagine there were operational factors here as well. First off, Edinburgh is not very far away from New York at only 2,829 nautical miles. That airplane can go well over 4,000 nm, so this is just an easy hop to test its legs. And beyond that, BA has a maintenance facility at Edinburgh, so if work needs to be done, it will probably be pretty easy to get quick help and parts… as long as the parts overlap with what the regular A320neo family uses.

To me, this looks like a smart and simple use of the aircraft. It’s a good place to start. Would this be the first place I would want to use this new weapon from a strictly commercial perspective? No, probably not. But it’s a calculated decision.

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Brett Avatar

40 responses to “American Starts Its XLR Adventure Across the Pond with Edinburgh”

  1. 1990 Avatar
    1990

    This is exciting. I’m based in NYC, and am considering this route. I applaud American for at least trying to update their cabins. These Flagship Suites akin to jetBlue’s a321neo TATL Mint are a major upgrade.

    NCE would have been interesting; La Compagnie (the all-business class French airline) operates that EWR-NCE seasonally (in addition to ORY daily, and MXP with less frequency, as well). I’ve taken their flights on a321neo 2-2 lie-flat, but 1-1 Flagship Suite is probably even nicer.

  2. SandyCreek Avatar
    SandyCreek

    Do we have a sense on the delivery timeline of more AA XLRs? If more XLRs can enter service before peak summer next year, what would be the best way for AA to use them?

    1. SEAN Avatar
      SEAN

      ” If more XLRs can enter service before peak summer next year, what would be the best way for AA to use them?” Oh, I don’t know… let them fly?

      1. SandyCreek Avatar
        SandyCreek

        Flying them transcon, transatlantic, or as a shuttle between New York and Philadelphia (which AA did for a while, albeit on E175s from LGA) are all flying – the implicit, meaningful question is the kind of prioritization of those airframes that AA is likely to pursue or benefit from pursuing.

    2. Brett Avatar

      Sandy – They’re coming in pretty fast and furious next year. My guess is that we will see them mostly fill out transcon so they can retire the A321T configuration.

      1. SandyCreek Avatar
        SandyCreek

        Makes sense – I imagine any time significantly past this point would be too late for announcing new summer 2026 TATL routes or stations, plus by means of elimination you’ve performed in the article there aren’t that many options left.

  3. kt74 Avatar
    kt74

    Didn’t AA do its XLR training / ETOPS / pilot trainer certification flights to EDI a few months ago – like 20 empty roundtrips? So that would have been a clue

    Also, getting started well before B6 starts its summer season from JFK

    1. Brett Avatar

      kt74 – Yes they did, from Philly. But that was about pilot training and had nothing to do with commercial viability.

  4. JT8D Avatar
    JT8D

    Edinburgh has business traffic Nice does not. Edinburgh is, or was (not sure how Brexit has affected it) a major home for investment funds. It’s also the capital of Scotland, which has a degree of national govt (including a parliament). You can see the preference of airlines for EDI vs GLA even though Glasgow has the larger population – EDI annual passengers are much higher, almost twice that of GLA.

    I bet there are non-trivial number of corporate customers who will instantly be captured by the existence of a Oneworld nonstop between EDI and JFK.

    It doesn’t take many passengers like that to shift the decision to EDI.

    1. Brett Avatar

      JT8D – True, but Nice has premium leisure traffic in spades, and that may be easier to get for American than business traffic in New York City, especially since both Delta and United fly Edinburgh.

      1. JT8D Avatar
        JT8D

        Yeah, but that’s kind of the point.

        I bet AA has a pretty good idea of how much corporate travel and loyalty business it will get just by putting a Oneworld nonstop in the market. There will be high yield customers flying DL or UA who will now, either pulled by FF program or pushed by corporate contracts, will simply start flying AA, like you flicked a switch.

        And that corporate business will show up in November, in February, whereas Nice is all about summer peaks. Filling up an aircraft in August with premium leisure is easy – getting high-yield passengers in November, that’s harder.

        1. Brett Avatar

          JT8D – If this were year-round then I might agree, but this is summer-only.

    2. shoeguy Avatar
      shoeguy

      Nice has premium leisure and it also has business traffic that is very strong for about 2 weeks during Cannes Film Festival and Cannes Lions.

  5. Jeremy Avatar
    Jeremy

    Looking at the chart you shared EDI looks like a strong route for the XLR. MAN (previously mentioned by AA though perhaps not from JFK) and NCE look like interesting potential additions.

    I can see the thesis for returning seasonal routes to year-round or ending suspensions in low-periods for routes like JFK-BCN, JFK-CDG, and JFK-MXP. I think the idea of supplementing widebody service with the lower capacity yet highly premium XLR to markets like FCO, MAD, and CDG in the Summer from JFK could also be interesting.

    But given the reduced range for the XLR vs expectations, it would appear that the XLR’s TATL capabilities are basically capped for AA’s purposes to JFK and PHL unless it would like to re-invest in BOS. For ORD, anything further than the British Isles is probably out of range (ORD-MAN, ORD-EDI?). Maybe AA can look to re-enter important markets that are well-served like JFK-AMS or JFK-FRA for relevance in NYC? Get in line for slots to start JFK-LIS? Those aren’t going to be easy though IMO.

    So on that note, do you think AA really needs 50 XLRs? It will need ~15 for transcons to replace the A321Ts, but is there room for 35 XLRs for seasonal TATL flying from PHL (and to a lesser extent the slot-controlled JFK) balanced by secondary South America from Miami to offset seasonal TATL?

    To me it looks like AA would be much better served with ~35 total XLRs and instead purchasing 15 widebodies rather than XLRs. The problem IMO with the XLR being in a premium heavy configuration is the tertiary destinations feel like an iffy proposition when it would come to fares. Can an OPO or SVQ fill 20J and 12 PE at strong fares? This issue would also apply to UA to some extent although they do have IAD which can leverage this.

    1. Brett Avatar

      Jeremy – Great question, and we don’t know the answer. Certainly the plan has to be JFK and Philly – Europe in summer and then Miami in winter. So we will see where they want to put them.

  6. Kilmer Avatar
    Kilmer

    Very interesting. EDI is a dead end so there are no onward connections. The student body at St. Andrews University is about one third Americans and Canadians. Edinburgh University is not far behind. So there is student traffic and fond (wealthy!) parents. Probably faculty as well. Too bad EDI is such a godawful airport. Of all the places I travel to, this is the worst.

    Completely off topic – sorry – a historical note. Many years ago before they built the new runway, the old one was quite short. I flew in on a BEA Trident. As we came over the fence he went on full reverse thrust. I wasn’t really paying attention but next time I was. Yup, over the fence, full reverse thrust then we touch down.

    1. Anthony Avatar
      Anthony

      People overestimate how much a university contributes to air travel. Student demand is extremely seasonal and one-directional. In the example you gave citing St. Andrews University, the student population is only ~10,000 students. If what you say is correct and 1/3 are Americans and Canadians, then the addressable student market size is ~3,333. If you break down where they are from in the US/CA, the number shrinks further where JFK is a logical connection point.

  7. PlanetAvgeek Avatar
    PlanetAvgeek

    No Rome on that chart?

    1. Brett Avatar

      Planet – Rome is beyond 4,000 miles

    2. shoeguy Avatar
      shoeguy

      Why on earth would AA put the XLR on JFK-FCO? There is strong demand for that route during the season it operates.

  8. Soraya McDonald-Cartier Avatar
    Soraya McDonald-Cartier

    The XLR will replace the 15-16 A321Ts on all the JFK-LAX and JFK-SFO routes first (plus the one BOS-LAX frequency that has the T). Beyond EDI, I think we’ll see AA deploy it from JFK to CDG, MXP, and BCN in the deep Winter (early January to mid-March) which would result in BCN returning to a year round route from JFK and allow CDG and MXP to run continuously, which they’ve not (CDG this year is suspended January-March and MXP gets suspended for 3 weeks in January). I could also see AA return to ZRH from JFK on the XLR, and add a few more routes including CPH and PMI in the summer time. The question on new adds is where the slots come from. AA has some unused ones due to waivers, but it has about 10-12 total to play with if they were all put to use.

  9. Mr Eric Avatar
    Mr Eric

    This is AA. They will find a way to screw this up.

  10. Bill from DC Avatar
    Bill from DC

    So what will American ultimately do with 35 XLRs from November through March? Increase frequencies to the Caribbean, Central and South America from MIA, DFW and, to a lesser extent, CLT? Given that it’s AmericAAnt, I don’t expect anything too creative.

    Also it appears from the chart that all airlines need to get more seats from New York to MXP and BCN, stat! Or at least in time for next summer.

    1. See_Bee Avatar
      See_Bee

      Cranky mentioned MIA, but it feels like there are limited spots that can handle that premium of a config. B6’s Mint deployment at FLL might give you the blueprint

      They could probably also rotate them in with LAXHNL off the Transcon

      1. Bill from DC Avatar
        Bill from DC

        That was my thought. Seems like a tall order to repurpose 35 of those for 4-5 months a year.

      2. SandyCreek Avatar
        SandyCreek

        Can the XLRs make Hawaii from DFW/ORD? This can open opportunities the way United pulls DEN-LIH.

        1. Brett Avatar

          Sandy – DFW shouldn’t be a problem in theory. ORD could in theory, but that’s pushing the range. We’ll see what it can actually do for AA in revenue service. I mean, this is a good couple hundred miles further than Dublin – Nashville, for comparison.

          The problem here is that these XLRs are probably too premium for those Hawai?i flights. United’s 757s are actually pretty heavy on coach with 176 onboard. The XLRs will only have 155 for American with a lot more premium. I could imagine it might work around peak holiday season as a premium flight, but normally that’s going to be a hard one to make work profitably.

    2. Anthony Avatar
      Anthony

      The flexibility of a narrowbody means they can be redeployed domestically in the winter months. It’s a much more flexible asset than a widebody. In the domestic market, they are not solely relying on cash upgrades, since they can upgrade elites to fill premium seats. There’s no reason they can’t profitably fly that plane to Hawaii or any combination of LAX, SFO, SAN, JFK, BOS, MIA and ORD.

  11. Common Sense Avatar
    Common Sense

    Looks like ZRH would make a next best destination for AA from NY. They already fly there from PHL daily and those flights are pretty full. Should be easy for them to fill up a 321 in JFK, especially as they need to become relevant in NYC for international flights for credit card purposes.

  12. Paper Boarding Pass Avatar
    Paper Boarding Pass

    Would pulling a few Business Class seats improve the range much? Not sure every Business Class seat would be full on every flight. Also, the idea that the incremental range extends the footprint further into Europe with medium demand towns (BER, ZRH, MXP). The idea is to fully leverage the XLR fleet versus obsession of premium revenue which limits the number of potential markets.

  13. southbay flier Avatar
    southbay flier

    Did AA put TVs on these planes? That’s my biggest complaint about a lot of AA’s planes. AA has a reputation for tight seating and lack of entertainment.

    Also, I don’t see the 767 inferior if you’re in coach. 2-3-2 seating with 18″ wide seats is difficult to beat IMO. I really wish Boeing had a 757 and 767 MAX instead of a 737 MAX.

    1. Brett Avatar

      southbay – Yes, this is a long-haul aircraft so it still gets screens.

  14. Jeremy M Avatar
    Jeremy M

    I wonder if we see something in the Future say LAX-PPT or maybe something out of PHX down the line even if seasonal? Would love to hear anyone’s thoughts

    1. Anthony Avatar
      Anthony

      There’s no way you’ll see a narrowbody on LAX-PPT. It’s 4,100 miles. PHX-HI is a potential use for it.

    2. SandyCreek Avatar
      SandyCreek

      That market might be a bit saturated for another operator, plus I am feeling that AA isn’t as adventurous with respect to new destinations as United or even Delta to some extent.

  15. LaxLgbSnaFlier Avatar
    LaxLgbSnaFlier

    Late to this thread but….using “A321’s In Service” data from the planespotters.net database, AA=288, UA=51, and DL=198.

    I thus conclude both AA and DL and soon UA will have lots of operational data where 321XLR could create value versus 321NEO or 321LR such as:

    1. ORD as part of AA vs UA battle?
    2. TATL from CLT?
    3. LATAM from DFW?
    4. TCON beyond NYC/BOS and LAX/SFO, including Hawaii?
    5. More Summertime TATL and Wintertime LATAM?
    6. Any TPAC opportunities beyond Hawaii?
    7. Would AA put 20-J and 12-PE on the entire 321XLR fleet, or might they instead create a second configuration to beneficially serve other markets
    8. So much has been made about 321XLR capabilities opening new routes but this thread appears to questions their viability…or at least for AA?

    Great work by CF and great thread by users.

  16. SPMISC Avatar
    SPMISC

    Do you think with AS pulling out of SFO BOS, AA could try to make a play for that market in a small way, the same way they do BOS LAX? There’s probably premium demand on both ends and it’ll help keep the AS folks at SFO on board.

    1. Joe Wolf Avatar
      Joe Wolf

      I don’t see AA putting a premium heavy aircraft on SFO-BOS. AA is much weaker at SFO than they are at LAX, and they’ve served SFO-BOS only intermittently in the past. AA has a much stronger history on LAX-BOS; they were the first airline to fly the route nonstop, in 1957, and they flew 747s and DC-10s on it when AA’s domestic widebody fleet was much bigger.

      Brett, here’s a trivia item for you: when the 767 was being designed in the late 1970s, United wanted an aircraft that could fly from DEN to the east coast, or DTW / CLE to the west coast, but they did not request transcontinental range. AA, however, insisted that the aircraft have transcontinental range, because they wanted to go from 1x day DC-10 on BOS and IAD to LAX, to 2x day 767 on these routes. AA’s insistence that the baseline 767 have enough range to fly transcontinental routes from BOS meant it was relatively easy for Boeing to upgrade the basic aircraft for service on shorter transatlantic routes like BOS-CDG (which is just 800 miles longer than BOS-LAX) once ETOPS became a reality in the mid 1980s. Boeing subsequently launched the 767-200ER, with even more range, and the rest is history.

    2. Stephen Avatar
      Stephen

      Any speculation on what could be added from PHL with this aircraft? This is entirely about my self interest as a non-rev who lives in Philly.

      1. Brett Avatar

        Stephen – Philly to me is a lot more interesting. It can keep seasonal flights going into the off-season, and it can add thinner routes. There are a ton of possibilities there, but I have no idea what they’ll actually do.

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