United is ending a sparkling year. The doubling of its stock price this year reflects this.
It was not obvious that the airline would have such a great year. After all, it is Boeing’s biggest customer
. With 150 MAX 10s on order, United has removed them from its fleet plan. The airline successfully pivoted to the A321 in a way few could have expected. After all, the A321 is the most in-demand single-aisle model. Even pre-owned A321neo models are snapped up. The Alaska Airlines fleet was retired and quickly found a new home at American Airlines.
This chart illustrates how United has grown its fleet with new deliveries over several years. Its proclivity for Boeing is apparent.
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