6 Responses

  1. Joseph May
    Joseph May at |

    I also think that the timing was really appropriate with Boeing giving Delta a hard time on the C-Series. I would’ve thought the Boeing would be a little bit more deferential the one of its largest customers.

    1. Seth Miller
      Seth Miller at |

      For better or worse, Delta hasn’t really been one of Boeing’s largest customers for a while now. The 737NG order was significant but Delta dropped the NW 787 order in favor of A330s and was clear that it would prefer cheaper used 777s to new ones. The 747 replacements will be A350s. And the smaller single-aisle jets will now be CS100/CS300, not the 737 MAX 7.

      I’m not in favor of picking a fight with a potential customer, especially as it can color other relationships when done in such a public manner, but I don’t think the CSeries spat is nearly as significant as the multi-billion dollar MRO deal from P&W on the engines.

  2. Joseph May
    Joseph May at |

    I also think that the timing was really appropriate with Boeing giving Delta a hard time on the C-Series. I would’ve thought the Boeing would be a little bit more deferential the one of its largest customers.

  3. Raoul
    Raoul at |

    The slide from the Investor Day that shows that DL looks at the ‘net promoter score’ of different airframes gives me hope, from a PaxEx perspective. I’d love to know that DL’s net score on the 739er is in comparison!
    I’d think it was pretty low, and that is as much about how DL decided to fit the cabin as it is about the aircraft itself, since one doesn’t see the same level of complaints (on boards and blogs) about DL’s 738s.
    But, this order is good news. Had DL gone with the MAX10 (or other MAX sizes) I’d have been worried about a continued slide in PaxEx.

  4. Casa Del Gatos
    Casa Del Gatos at |

    Best part is … built in America (Mobile, AL) by Americans!

  5. George
    George at |

    How does the profit on $15B of engine repairs (much, if not most, paid by Delta) cover over $6B of purchases? That really doesn’t make sense…