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Delta Air Lines will announce an order for 100 Boeing 737-900s tomorrow, according to several sources.  Delta has been examining two potential procurements, one to replace 757s, and another to replace DC-9s.  This announcement is the first of the two competitions to be decided.

Deliveries for the 737-900s will be in the near-term, with all deliveries completed by 2018.  As a result, Boeing did not offer its NE737, and Airbus was forced to offer a mixture of A321 and A321neo in the competition.  We understand that Boeing won the competition on two factors — price and the availability of early delivery positions, which is more difficult for Airbus, which would have needed to juggle delivery positions to accommodate Delta’s needs.

This order has a value of $8.58 billion at list prices.

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