You'd be right if UA had actually cancelled their A350s. But they haven't. Still think it's a massive win for Boeing?
You do really believe that they will take A350 in 2027?
This is like, what, the 4th opportunity they've had to cancel them? Explain to me why they haven't cancelled. Timing would now also give them the option to take them with Ultrafan.
It's also the fourth opportunity to take them up that they've let go by.
My guess is cheap 77Ws and a big fleet of 787s is why they aren't that interested in taking A350 now.
Once they have no choice but replace 77E we should see the A359 fill that role.
It's a big win for Airbus and the A321XLR.
Will be interesting to see if they go PW or CFM.
It's a big loss for Boeing considering they presumably had UA penciled in as a NMA launch customer.
The main opportunity would be 753/763 replacement but it seems A321/788 is how UA will deal with that opportunity.
This enhances the idea that Boeing will do a 737 replacement sooner rather than later.
It isn't exactly the outcome Airbus would have preferred, IMO.
Bit of a mixed bag for both airframers, both can draw their pros and cons out of it.
- Effectively establishes A321 in dominant position in the 757 replacement market.
- Has probably killed off the Boeing NMA, so is the only player in the smaller end of that market. Can price accordingly.
- Gets into UA's single aisle fleet in a big way. Possible future orders off the back of this.
- UA A350ceo looks decidedly unlikely at this point. A350neo is also a long shot IMO.
- Has probably killed off the Boeing NMA, so Boeing don't now waste tens of billions and millions of engineering hours on a niche market.
- 787 looks more likely to gain further UA orders now.
- Has probably killed off the Boeing NMA, so the decision Boeing should have made 5 years ago has now been made for them.
- Clears the decks for 737RS/NSA/FSA?
- 737 loses further ground to A321 - which has connotations for pricing pressure down the road.
- Will any future UA 787 order mean a loss of the existing 737-10 order? It'll mean a further haircut for 737-10 prices you'd think.
- The NMA being killed off by outside forces makes Boeings Csuite and futures office look like the hamfisted amateurs they are. This is now the second time the A32X has had airlines (via their cheque book) define Boeing's strategic decisions for them. Does it look like the lessons that brought about the panicked MAX launch have been learned?
It's a minor "con" for Airbus since it probably will have to do something to counter the "737RS/NSA/FSA" which should be a bigger threat than "NMA" was, but overall the "pros" outweigh the "cons".