In summary, Allegiant has timing on its side to make a great deal. It wins no matter which OEM is selected.
Care to share?
The Allegiant Air order is good news for Boeing and the US airline industry as a whole – there is life after the pandemic. The biggest issue here is that Boeing has won back a customer that had defected to Airbus. It was a soft defection since Allegiant operated McDonnell Douglas aircraft and briefly had a small sub-fleet of 757s. However, given a fleet of over 100 Airbus aircraft, a decision to swing to Boeing is a significant move. It is a highly welcome announcement for Boeing after a difficult December when things went the other way at some key customers.
The order has some items that warrant some thought.
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.
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