Thread by @WandrMe

Today's @United/@BoeingAirplanes order is every bit as massive as has been teased over past weeks. The carrier added 100 firm 787 orders, 100 options, and 100 more 737 MAX to its backlog through 2032.
$UAL $BA #AvGeek #PaxEx

The first 100 787s are tipped as replacements, mostly for the 767s but also very much for the older 777s in the fleet. Indeed, despite the company waxing on about the A350 as a potential 777 replacement eventually, the vast majority of the existing 777 fleet will go to 787s.

Assuming exercise of the options, United believes that ~80% of its long-haul operations could fly on the Dreamliner by the end of the decade.

In some markets that could also mean a lot of extra Y seats, in order to keep the premium capacity flying like today.

All 767s are expected to be gone from the fleet by 2030, while the 777 retirements should start around 2027. Domestic widebody flying will remain, however, with a trickle-down approach to fleet management.

Finally, no major changes expected to the interiors, at least for now. Initial deliveries keep the current Polaris and Premium Plus offerings. But the order spans a decade, so that will likely change by the end.
paxex.aero/united-787-dre…

Oh...Kirby now calls United "the world's leading global airline and the flag carrier of the United States."

I imagine the airline with the US flag painted on its tail would take issue with that.