American Airlines Poised To Buy Widebody Planes Again — After Retiring 40% Of Its Long Haul Fleet

American Airlines retired 40% of its long haul planes during the pandemic. They retrenched to becoming primarily a domestic airline, with long haul flying mostly to partner hubs like London Heathrow, Tokyo, and Sydney – plus summer seasonal Europe. While Delta and United have international partnerships, American relies on those more to carry customers around the globe.

And they’ve been allergic to adding large planes that can fly passengers around the globe to their fleet. The airline last ordered widebody aircarft 8 years ago – but they’ve even deferred some of the Boeing 787-9s they ordered at that time.

Brian Znotins, who runs network planning for American, has said he prefers domestic flying over international. He also prefers “adding a second frequency to some destinations, using two of these smaller planes instead of one larger one.”

[T]hat sixth trip from DFW to Indy is what we’re going to be earning a profit on instead of going to some speculative destination in Europe or Asia where you don’t have as many people wanting to go there and we’re not as successful on those routes.

The Airbus A321XLR was supposed to be American’s small ball strategy to fly long haul, but they’ve even cut back that order from 50 to 40 (the plane doesn’t have the originally-promised range).

A great deal has been changing at American Airlines. They no longer see Frontier Airlines (and Spirit) as their primary competitor. They’re trying to reposition themselves as a premium global airline. And for that they need planes.

A couple of months ago I wrote that “a long haul aircraft order is now expected, and the Airbus A330-900 seems plausible (for delivery slots) even though American eliminated Airbus widebodies for simplicity.”

Aviation watchdog JonNYC now says a widebody aircraft order may be in the offing, focued on aircraft types “that are actually flying today” like the Airbus A330 and Boeing 787.

American Airlines ordered new narrowbody and regional jet aircraft two years ago. I gave readers a nine month heads up that this order was coming.

I wrote last year that there was finally talk of a new widebody order. But I don’t have certainty over what that looks like. CEO Robert Isom has previously said that the 787-10 isn’t a good fit for American. But circumstances change, and the actual deal on the table can change these things, too.

Boeing and Airbus have huge order backlogs. Isom has said that doesn’t matter, American Airlines is an important enough customer that airframe manufacturers will find the planes to sell to them. But my A330 suggestion comes from potential for delivery slots. There would be a certain irony in this, since they gave up all their A330s. But some of those were due for retirement, there’s a different CEO now, and a realization that the previous strategy wasn’t working.

About Gary Leff

Gary Leff is one of the foremost experts in the field of miles, points, and frequent business travel - a topic he has covered since 2002. Co-founder of frequent flyer community InsideFlyer.com, emcee of the Freddie Awards, and named one of the "World's Top Travel Experts" by Conde' Nast Traveler (2010-Present) Gary has been a guest on most major news media, profiled in several top print publications, and published broadly on the topic of consumer loyalty. More About Gary »

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Comments

  1. certainly not breaking news.

    AA has been on and off about buying new widebodies.

    the 339 is readily available and far more economical to operate than the 772s. AA could easily spend a big chunk of the cost refurbushing 777s and still pay 25% more for fuel for 10 more years.

    Boeing has a big backlog of 787s and they aren’t deeply discounting. Airbus can price 339s well below the 787 and deliver them sooner.

    It just might make sense for AA to buy a large fleet of 330NEOs

  2. AA’s 789s (regular, not 789P) and DL’s 339s have similar number of J, PE, and Y, with total seats being just a few pax off. I believe the 789 costs less to fly, while the 339 costs less to buy. So, why wou.d AA introduce a new type to their fleet? Is it just because they can get it sooner? I’m curious and lack inside information, so feel free to correct anything as necessary (like I really have to invite criticism here).

  3. Tim’s post wasn’t up when I wrote the above. It sounds like he contends the answer to my question is yes. (Just wanted to show I’m not one of those who posts when a question has been answered in replies.)

  4. They have the most extensive network in Latin America and the Caribbean. Last time I checked , that is international.

  5. “becoming primarily a domestic airline, with long haul flying mostly to partner hubs like London Heathrow, Tokyo, and Sydney ”

    This is always funny to see written because it really makes anyone wonder how anyone can come to that conclusion. Comparing relative international networks between AA and United is one thing, making that kind of statement above… not true.
    I expect to see this kind of comment from the usual people on a.net, but Gary? C’mon now, AA flies to a lot more than partner airports lol

    https://www.flightconnections.com/route-map-american-airlines-aa

  6. Why would anyone fly an airline that will bump you from your paid first class to ticket to coach and then only refund you 40% of your ticket price? I dont care what AA offers, ill never trust them to fly again after how they have treated us customers over the past decade.

  7. AA’s wide-body fleet (since ditching 767s) is ironically younger and newer than DL and UA; if they proceeded with 787s or a339s, that’d make it even newer. I’d be pleased to see Airbus return. Wouldn’t trust 779. Too delayed.

  8. @MaxPower that’s not the full quote, you added a period that wasn’t there. (And of course AA has a South America route network as well.)

  9. @MaxPower — AA is still best in Caribbean, especially from MIA. Nearly made it on all their routes when I was bases there. No one else comes close. (Wish they’d actually pull off something in Africa, even if it is just a token Casablanca route; CPT would be ideal, if SA would allow it.)

  10. Blame Parker (Former CEO) for the mess at AA. American was a great airline before the arrival of Parker and his USAIR guys.

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