What We Talk About When We Talk About LLM Planning: Evidence for Two Distinct Planning Abilities

When LLMs exhibit uneven performance across planning tasks, these gaps are often attributed to task difficulty. We argue that this explanation is incomplete, as task-level variation may reflect distinct latent planning competencies rather than differences along a single ability spectrum. We study this question on ACPBench-Hard by evaluating multiple LLM families under varying test-time reasoning budgets and applying a multidimensional item response theory model to uncover the latent competency structure underlying LLM planning. The analysis reveals two principal dimensions that shape planning performance: operational reasoning, the ability to evaluate local action applicability and immediate state transitions, and structural enumeration, the ability to reason about goal reachability and landmark structure. Operational reasoning improving under model scaling and longer reasoning traces, while structural enumeration remains comparatively insensitive. Our findings motivate competency-level evaluation of LLM planning, shifting the focus from whether models improve overall to which planning competencies improve, under what conditions, and why.