American Airlines' Widebody Decision Hangs in Balance Between Boeing and Airbus

American Airlines is on the cusp of making a significant widebody aircraft order that could span up to 65 jets. According to Chief Commercial Officer Nat Pieper, the contest between Boeing and Airbus 'could go either way.' The airline needs to replace its aging 777-200ERs while planning for future international growth.

Boeing has structural advantages due to American's existing fleet of Boeing aircraft. However, Pieper acknowledged that Boeing 'gets points' for this commonality. Pilot training represents one of the biggest hidden costs in any fleet decision, and introducing a new type from Airbus would require separate training pipelines, instructors, and operations.

Airbus is a genuine contender, not just leverage. While American already retired its A330 fleet during the pandemic, Pieper argues that Airbus can offset Boeing's commonality advantage on price. The airline also has a history with Airbus, having originally ordered 22 A350s before canceling it in favor of more Boeing aircraft.

The A330neo is seen as Airbus's strongest card, being smaller and generally less expensive than larger widebody alternatives. However, the A350 and 777X are considered long shots due to their size, higher acquisition costs, and delivery timing issues.