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United Airlines’ First Airbus A321XLR Delivery Delayed Again

United Airlines’ Airbus A321XLR Delivery Postponed to Summer 2026
United Airlines has announced a further delay in the delivery of its first Airbus A321XLR aircraft, now expected to arrive in the summer of 2026. This postponement, confirmed during the airline’s June 17, 2025 earnings call, pushes back the original delivery timeline by at least six months from the previously anticipated January 2026. The airline has placed an order for 50 A321XLRs, intended to replace its aging Boeing 757-200 fleet and to support expanded transatlantic operations from key hubs including Newark and Washington, DC.
During the earnings call, Executive Vice President and CFO Michael Leskinen confirmed that no A321XLR deliveries would occur in 2025. Chief Commercial Officer Andrew Nocella further clarified that the first aircraft are now expected to arrive sometime in the summer of 2026, though no specific month was provided. United did not elaborate on the precise causes of the delay, but industry analysts attribute the setbacks to ongoing supply chain disruptions and regulatory challenges.
Regulatory and Production Challenges
The Airbus A321XLR program has encountered multiple obstacles, primarily related to regulatory scrutiny. The European Union Aviation Safety Agency (EASA) raised concerns over fire safety in the aircraft’s rear center fuel tank, necessitating design modifications that have delayed certification and production schedules. These issues have affected not only United but also other U.S. carriers awaiting A321XLR deliveries, reflecting broader industry-wide complications.
Operational and Market Implications for United
The delay presents significant operational challenges for United Airlines, which had planned to leverage the A321XLR’s extended range and improved fuel efficiency to meet growing travel demand and expand its route network. With deliveries deferred, the airline may be compelled to extend the service life of older aircraft, potentially increasing maintenance costs and limiting its ability to introduce new routes or enhance service offerings. The postponement has also contributed to a modest decline in United’s stock price, as the airline revised downward its profit forecast for 2025 despite strong travel demand.
Competitors may seek to exploit United’s setback. International carriers such as Turkish Airlines could respond by enhancing their transatlantic services or offering more competitive pricing to attract passengers affected by United’s delayed fleet expansion.
Status of A321XLR Deliveries Among U.S. Airlines
United is not alone in facing delays with the A321XLR. American Airlines, which also ordered 50 of the aircraft in 2019, saw its first A321XLR complete a maiden flight in Hamburg in March 2025 but has yet to take delivery. JetBlue Airways, with 13 A321XLRs on order, anticipates its first delivery in autumn 2025, although this timeline remains uncertain.
Frontier Airlines, which had planned to convert 18 A320neo orders to A321XLRs, canceled its commitment in 2024, reflecting broader industry caution amid ongoing delivery challenges.
The persistent delays in A321XLR deliveries highlight the wider difficulties confronting the aviation sector, as airlines contend with supply chain disruptions, regulatory hurdles, and the necessity of maintaining older fleets longer than initially planned.

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