DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
May 26, 2024
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Boeing’s 737 MAX 10X is the latest and largest variant of the 737 line.  Reactions to the aircraft range from Boeing’s confidence based on feedback “numerous airlines and interest from parts suppliers” to some muted concern among lessors.   Boeing is offering the MAX 10X to customers but it has not yet formally decided to go ahead with it.  Airbus’ John Leahy is predictably among those unimpressed by the 10X and said last week at ISTAT, “I hope they do it” and he was not cheer leading.

Mr. Leahy hopes Boeing does the 10X because he feels comfortable that the A321LR will see it off.  What does the data suggest?  We assembled the following table with as much data as we could find.  Understandably there is little information on the 10X.  Airbus does not release any A321LR sales as these are treated as A321neo sales.  We know Norwegian has converted 30 out 100 A321neo orders to A321LRs and ALC ordered 30 A321LRs (8 of which are going to Aer Lingus to replace 757s).  There is some thinking the last A321neo order (15 aircraft) from jetBlue will be A321LRs.

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Addison Schonland
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.