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United Airlines CEO Weighs New Widebody Aircraft Order

United Airlines CEO Considers New Widebody Aircraft Order Amid Industry Shifts
Reevaluation of Airbus A350 Order and Fleet Strategy
United Airlines is undertaking a comprehensive reassessment of its longstanding Airbus A350 order as part of a broader effort to modernize its fleet. CEO Scott Kirby has indicated that while deliveries of the Airbus A350-900 have been deferred until 2030 and beyond, a definitive decision on replacing the airline’s aging Boeing 777 aircraft is expected by the end of the year. This reconsideration occurs against a backdrop of shifting market dynamics and evolving demand patterns within the global aviation industry.
The airline’s original commitment to the A350 dates back to 2009, when it ordered 25 A350-900s. This order was subsequently modified in 2013 to 35 A350-1000s and then again in 2017 to 45 A350-900s. Despite multiple postponements, the order remains active, with deliveries now scheduled well into the next decade. Industry analysts have speculated that United might ultimately cancel the order, particularly as the carrier has expanded its investment in the Boeing 787 Dreamliner, with over 140 units still outstanding. Nevertheless, Kirby recently affirmed that the A350 remains under consideration, highlighting the potential benefits of the aircraft amid changing economic conditions.
Market Conditions and Operational Considerations
Recent data from July 2025 reveals a slowdown in widebody aircraft deliveries, with Airbus and Boeing each delivering only eight units—a decline from previous months. This trend may indicate a softening in demand or early signs of market saturation, even as United anticipates a resurgence in travel. Kirby remains optimistic, citing robust booking trends and emphasizing the necessity of fleet modernization to maintain competitive advantage.
United’s decision-making is further influenced by its existing Rolls-Royce engine contract, signed eight years ago. Initially viewed as disadvantageous, the contract has gained renewed appeal due to inflationary pressures, supply chain challenges, and increased travel demand. Industry insiders suggest that the contract could substantially enhance the operating economics of the A350, to the extent that Rolls-Royce may be hesitant to adhere strictly to the original terms.
The airline is approaching a critical juncture as it phases out its Boeing 757 and 767 fleets. Replacing these aircraft will require pilot retraining regardless of the new aircraft type selected. Kirby has noted that if retraining costs are unavoidable, proceeding with the A350 order could be a logical step rather than further deferrals. By the end of the decade, United expects to have fully retired its 767 fleet, marking a natural point to finalize decisions on the Airbus order. Currently, United has firm commitments for 50 Airbus A321XLRs to replace its 757s, leaving the 767 and 777-200 families as the next significant widebody segments requiring renewal.
Competitive and Political Context
The competitive environment in the airline industry is intensifying. WestJet recently placed a record order for seven Boeing 787-9s, while United Nigeria Airlines is expanding its fleet with former Southwest Boeing 737-800s. These developments illustrate how carriers are strategically augmenting their fleets to capture market share amid evolving demand.
In parallel with fleet considerations, Kirby has intensified his critique of what he describes as a “trade deficit” in international long-haul aviation. He points out that foreign carriers operate two-thirds of international long-haul seats to and from the United States, despite U.S. citizens comprising 60 percent of the passenger base. Kirby attributes this imbalance to government subsidies and strategic mandates supporting foreign airlines, contrasting this with comparatively limited support for U.S. carriers. His stance resonates with political narratives in Washington, although it is notable that the U.S. airline industry has also benefited from substantial federal assistance, including over $100 billion in grants and loans during the COVID-19 pandemic.
As United Airlines deliberates its next widebody aircraft order, the decision will be shaped by a complex interplay of economic, operational, competitive, and political factors within a rapidly evolving global aviation landscape.

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