Going behind United’s February 29 10K filing

The recently filed 10K attracted attention because of the MAX 10 delay and interest in securing A321neos to fill the airline’s fleet plan gap. Here’s the key table from the document.

The table shows the airline planned on taking 80 MAX 10s this year.  That is a significant number of aircraft, roughly one every five days.  The absence of this aircraft severely impacts United’s fleet planning.  United, no doubt, is exploring other remedies against Boeing

. We suggested some ideas about this based on Boeing’s contractual language.