So, most deals-and this one-come down to commercial terms, all other things being equal. Our analysis (and that of others, by the way) shows the differences are, once again, in the low single-digits.Īs one of our colleagues likes to say, there is “economic indifference” between Airbus and Boeing. Likewise, Airbus and Boeing each boast their airplanes are significantly more economical than the competitor’s aircraft. There is no real advantage for either company on the economics. LNC’s independent analysis, normalizing configurations and specifications to there is truly an apples-to-apples comparison, concludes the economic differences are in the low single-digits, varying a little depending on whether the GTF or LEAP is on the A321neo. Airbus says its airplane is up to 10% more economical, depending on the configuration. Then, the question comes down to economics.īoeing claims the MAX 10 is 5% more economical than the A321neo on seat-mile and trip costs. If the airport has a 10,000 ft or 12,000 ft runway, the MAX 10’s inferior performance doesn’t really matter. The MAX 10 still has inferior field performance to the A321neo, but the seating is about the same. It has fewer seats and airport field performance is inferior. The 737-900ER, while always bid across from the A321ceo, simply was an inferior airplane. In the competition baking off the MAX and neo, however, Boeing now has a directly competitive product to the A321. At that time, Delta wasn’t interested in either the MAX or the neo, sticking with end-of-line, highly discounted NG and ceo products. When Delta last placed a single-aisle order, it was for the A321ceo. What I didn’t pontificate on is the mere presence of the MAX 10 in the 737 family line up. Although I alluded to how a Boeing win would be a boost for the MAX 10, I didn’t explain why because the reason was obvious: a new order from one of the US Big Three for Boeing’s newest airliner. There are a couple of additional factors to consider that I did not discuss last week.įirst is the 737 MAX 10. At stake: 100 orders and 100 options for either the Airbus A320neo or Boeing 737 MAX families. The Board meeting is believed to be Thursday. 11, 2017, © Leeham Co.: Eyes will watch Atlanta (GA) this week, when the Delta Air Lines Board of Directors decides to award a big order for the re-engined Airbus and Boeing single aisle airplanes.
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