DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
February 27, 2024
In summary, Allegiant has timing on its side to make a great deal. It wins no matter which OEM is selected.
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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.

 


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