Dec. 13, 2017, © Leeham Co.: Delta Air Lines chose to place its long-awaited order for the re-engined single-aisle airplanes with Airbus for the A321neo, powered by Pratt & Whitney GTF engines, according to an exclusive report from CNN’s Jon Ostrower.
The Delta Board of Directors was expected to decide today, announcing its decision either today or tomorrow at the investors’ day event.
If confirmed, the deal is a major loss for Boeing, which hoped to sell the 737-10 MAX to Delta. A win would have been a huge boost for the MAX 10.
This means there was no deal for Boeing to drop its trade complaint against Bombardier for the Delta C Series order, something that was speculated might have been a quid-pro-quo, but which is unknown (outside the parties, at least) if an offer or demand was ever on the table.
Updated: Delta’s order for 100 plus options for 100 airplanes takes care of about half its future single-aisle fleet requirements.The current order backlog, at Sept. 30, left a need for 406 single-aisles; the neo order covers about half of this. This presents a future opporunity for Boeing to make a new proposal.
At the end of the 9/30 third quarter, Delta had 46 737-900ERs and 96 A321ceos on order, or 142 aircraft. It also has 75+50 Bombardier CS100s under “Commitment.”
At the end of the same period, Delta’s aging fleet is outlined is the chart.
The deal for 100+100 leaves a need for just 28 single-aisle aircraft in the 150-240 seat category. Clearly, the winner of this deal will be in an advantageous position for these.