United To Take Chicago by Force, Will Hit 750 Peak Day Departures


What a difference a day makes. After writing about the escalating war between United and American yesterday, United has decided it is done messing around. The airline is announcing this morning that it is adding five new cities from Chicago and is going to soar to 750 peak day departures this summer.

On a call yesterday with media, United EVP Communications and Advertising Josh Earnest said this isn’t about gaining linear gate frontage — the proxy that O’Hare uses for divvying up gates. Instead, he said it’s about oblierating a competitor. I’m kidding. He wouldn’t say that… out loud. No, he said the airline is doing this to “win the hearts and minds of Chicago.” And there is something to that, but it’s a story that takes some telling.

SVP Global Network Planning and Alliances Patrick Quayle got more into the weeds by explaining that United has seen its share of local traffic, especially business travel, soar in Chicagoland as it has poured airplanes into O’Hare and worked to improve its product and operation. Not more than 10 years ago, American was in the lead, but now United is well ahead. That is true.

But would United really be adding all these new flights if American wasn’t ramping up on its own? I say no way. But in the end, United absolutely wants to be a dominant number one in Chicago, so if American grows, it isn’t a surprise to see it do the same to maintain competitiveness even if it means reducing profitability for a time.

United isn’t going to do this by getting more gates, but it is going to improve utilization during the non-peak times when there is slack in the system, and it is growing a new late night bank. This is on top of what’s already been planned this year, which as you can see below, is substantial:

Average Daily Departures by Month for Large Hubs Prior to United Increase

Data via Cirium

United in summer 2019 was around 600 daily departure from O’Hare. It has been building back to that point ever since, and before today’s announcement the airline was going to be around 650 daily this summer. Now, it’s growing by another 100 daily.

Twenty of those daily flights will come through the addition of five new destinations, all flown 4x daily on 50-seat jets.

  • Champaign/Urbana (IL) from April 30
  • Kalamazoo (MI) from April 30
  • La Crosse (WI) from May 7
  • Lansing (MI) from May 7
  • Bloomington/Normal (IL) from May 7

It won’t surprise you to hear that American already flies to these five cities from O’Hare, usually 2 or 3x daily, so United is besting the airline on frequency.

These markets are not strong performers for American in terms of loads. For the 12 months ending October 2025, Champaign/Urbana was the only one to see higher than a 70 percent load factor sitting at 72.4. The lowest was Lansing at 63.3 percent. Now, United will more than double capacity in the market, so… good luck with that to all involved.

United’s thesis is that by building up a reliable operation that can get you anywhere, more people will select away from American and toward United. And American’s bread-and-butter from Chicago has been those small cities that United left unserved. Now United isn’t even going to give that up.

Here’s a look at the markets American has on the books that United does not from O’Hare after this change:

Maps generated by the Great Circle Mapper – copyright © Karl L. Swartz.

(That one hidden under HPN is JFK.) We are down to the dregs here. Frankly, we were down to the dregs before, but United still decided it was worth flying 200 seats a day into these five new town just to escalate the fight. I can’t imagine this will be profitable, but it’s also pretty small in the scheme of things. Besdies, this is only part of the escalation.

United is also adding frequencies in 80 existing markets. Though we won’t see those specifics until the schedules are loaded, it’s an across-the-board hike with cities as large as Los Angeles and as small as Dayton mentioned. I imagine in a place like Dayton with five daily flights, it will just get access to a sixth bank. In LA? There’s already 12 daily, so I have no idea where this will be shoe-horned.

The reality of the situation is this. United CEO Scott Kirby has said he only likes to pick fights when he has the high ground. United is bigger than American in Chicago, and it does better at grabbing the most important parts of the local market these days. United says it is making money in Chicago while American is losing. Both are probably true. But now, United is willing to at the very least make less (or quite possibly lose money depending upon how far this goes) while American will have to lose even more to keep up this fight. It’s bad news for both airlines, but it’s worse for American.

Think of this like the fight for Greenland. United (States) isn’t going to get what it wants and have Greenland to itself. But Denmark (American) is probably going to have to find a happy place where it can still be in Greenland, but it can get United (States) to back off from… madness. It’s hard to know where that point is right about now in Chicago, but with United having the higher ground, it will probably be up to American to decide if it wants to keep escalating or if it chooses to look for an off-ramp.

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Brett Avatar

10 responses to “United To Take Chicago by Force, Will Hit 750 Peak Day Departures”

  1. Dan D Avatar
    Dan D

    I’m curious if you seek in effect on Southwest at Midway. Presumably all the new capacity will have a negative effect on profitability. Will they respond by reducing capacity, increasing connecting traffic, do something else, or maintain the status quo.

    1. ChuckMO Avatar
      ChuckMO

      WN will be watching. If Chicago gets too bloody they can always shift some resources back to STL, which took a little trim last year, mostly smaller (for WN) markets close by with less-than-stellar load factors. Or somewhere else for that matter, especially as WN shifts to more of a connecting model.

  2. PlanetAvgeek Avatar
    PlanetAvgeek

    This is getting ridiculous now.

  3. abcdefg Avatar
    abcdefg

    Took me a minute to figure out the chart CF, the key word in there being Prior in the title (prior to UA’s increase). The relativity to 750 is a bit tough to figure out; hopefully 0 departures is the bottom of the Y axis where it meets the X axis.

    Assume the average daily departures will still be below 750 since UA noted peak for 750.

  4. Connor Avatar
    Connor

    Kirby is a creep and a weirdo. Chicago does not want to be a fortress hub regardless of their little gate games.

    He should take the money he’s investing in this and allocate it to a good therapist to get over his damage being passed over for Isom 10 years ago.

  5. Tim Dunn Avatar
    Tim Dunn

    so, we are supposed to believe that UA is going to increase its departures by 200/day from 2025 to 2026 and not get harmed financially but AA will?

    these latest markets aren’t even about the local Chicago market – because they are all within the “normal” driving range. it is about trying to win a numbers contest that will result in enormous operational pressure on ORD; to somehow think that ATC as well as every other part of the aviation system in Chicago will be able to manage that level of capacity increase from both AA and UA is beyond naive.

    AA did just report that it was just barely profitable for 2025 so all this does is set the financial bar for AA very low. They can’t strategically afford to walk away so UA is simply ensuring its financial goals for 2026 will not be met.

    And, as of today, WN is assigning seats which means a whole lot of business travelers that would never consider WN will do so; considering UA and WN have the biggest overlap by metro area of the big 4, two major strategic battles will define 2026 and both involve UA

    1. SEAN Avatar
      SEAN

      “so, we are supposed to believe that UA is going to increase its departures by 200/day from 2025 to 2026 and not get harmed financially but AA will?

      these latest markets aren’t even about the local Chicago market – because they are all within the “normal” driving range. it is about trying to win a numbers contest that will result in enormous operational pressure on ORD; to somehow think that ATC as well as every other part of the aviation system in Chicago will be able to manage that level of capacity increase from both AA and UA is beyond naive.”

      Tim,

      funny you mentioned the driving aspect as that was the first thing I thought of when seeing what cities United added. I was like… really? Brett is right, they have hit the bottom of the barrel.

  6. Jon L Avatar
    Jon L

    AA is fleecing markets where they have no competition (such as Champaign). It is wonderful to see a competitor come back to these places, even if it’s really all about ORD gates.

  7. Eric R Avatar
    Eric R

    Interesting strategy by United to add new flights to those destinations only flown by AA with low load factors.

    Seems like UA believes AA will just drop those routes since they were already weak performers prior to UA’s entrance into those markets. That’s about 15ish flights right there.

    Kirby knows AA can’t sustain financial losses to the same extent as UA.

  8. Will Avatar
    Will

    I live in Chicago and fly UA but I kinda want to switch to AA because I want them to win in the sense that I’d rather ORD be a competitive hub than not. I care about my welfare more than the ability for UA to have extract money from me & my employer as part of a fortress hub cash cow

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