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Will Delta Eventually Order Boeing 787 Dreamliners?

Will Delta Eventually Order Boeing 787 Dreamliners?
Speculation is growing within the aviation industry regarding whether Delta Air Lines will place an order for Boeing 787 Dreamliners, particularly the largest -10 variant. Although no official announcement has been made, industry analysts and frequent commentators have identified indicators suggesting that Delta may be approaching an agreement with Boeing. Such a move would represent a notable shift in the airline’s widebody fleet strategy.
Current Fleet Composition and Renewal Strategy
Delta’s recent long-haul fleet renewal efforts have predominantly focused on Airbus aircraft. The airline currently operates 38 Airbus A350-900s, with an additional six on order, and has committed to acquiring 20 A350-1000s. These aircraft serve as the cornerstone of Delta’s transpacific and ultra-long-haul operations. For transatlantic routes, Delta relies on 36 Airbus A330-900neos, supplemented by three more jets on order.
Despite these modern additions, Delta continues to operate a significant number of older widebody aircraft. This includes 42 Airbus A330ceos—comprising 11 A330-200s and 31 A330-300s—with an average age between 16 and 20 years. The airline also maintains a fleet of 60 Boeing 767s, split between 39 767-300ERs and 21 767-400ERs, which average 25 to 30 years in service. The 767-300ERs, in particular, are expected to be retired from international routes by the end of the decade, underscoring the need for replacement aircraft.
The Boeing 787-10: Suitability and Challenges
The Boeing 787-10, the largest variant of the Dreamliner family, offers compelling per-seat economics and is well-suited for transatlantic and South American routes. However, its shorter range compared to other Dreamliner models may limit its deployment on some of Delta’s longest-haul flights. An order for the 787-10 would not only diversify Delta’s widebody fleet but also signal a potential renewal of its partnership with Boeing.
Nevertheless, several challenges remain. The Dreamliner program has encountered production delays and quality control issues in recent years, raising concerns about operational reliability and customer satisfaction. These ongoing issues could influence Delta’s decision-making process, given the airline’s strong emphasis on operational consistency.
Market Implications and Competitive Pressures
Market reactions to a potential Delta order for the 787-10 are likely to be mixed. Some investors and industry analysts may interpret such a move as a positive indicator of Boeing’s recovery and the broader widebody aircraft market, especially in light of Boeing’s projections for strong future demand. Conversely, others may remain cautious due to the Dreamliner’s recent production challenges.
Meanwhile, competitors such as American Airlines have been expanding their Dreamliner fleets, which could exert pressure on Delta to act in order to maintain competitiveness in the long-haul segment. Ultimately, Delta’s decision will depend on a combination of operational requirements, financial considerations, and confidence in Boeing’s ability to deliver reliable aircraft. While the airline has favored Airbus in recent fleet renewals, the imperative to replace aging 767s and preserve flexibility in its international network may make a Boeing 787 order increasingly probable in the coming years.

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