Dec. 13, 2022, © Leeham News: United Airlines today announced a massive order for 100 Boeing 787s and 100 Boeing 737 MAXes. Sub-types weren’t announced. Neither were the engine types for the 787s, which are powered by either GE Aerospace’s GEnx or Rolls-Royce Trent 1000.
An order for 45 Airbus A350s was deferred again, this time to at least 2030. Deliveries were to begin in 2027. The order had been deferred at least twice previously. Reuters reported “United CEO Scott Kirby told reporters ‘the right time for 350 versus (787) conversation is when we’re replacing the bulk of the 777s, which really doesn’t begin to the end of the decade.’” Most observers believe this order will be canceled eventually.
At least one more big airline order, Air India, is expected before the end of the year.
United filed an 8-K (an unscheduled material event) with the US Securities and Exchange Commission. The document, which includes UAL’s press release, contains details about the 787 and 737 transactions and a passing reference to the A350. United anointed itself as the USA’s Flag Carrier.
Boeing stock was up $5.55 (3%) in pre-market trading to $186.27. United’s stock was up 1.83% to $44.24 in pre-market trading.