United has placed an order for 270 narrowbody planes: 200 Boeing 737 MAXs (50 MAX 8s, 150 MAX 10s) and 70 Airbus A321neos. 200 regional jets will be replaced by mainline aircraft. And they’re retrofitting cabins on their existing narrowbody planes with more premium seats, seatback entertainment with bluetooth for headphones, seat power and larger overhead bins. The retrofit is promised to be 66% complete by 2023 and 99% complete by 2025.
Most of this had already leaked, and I reported that it was expected, but it’s still huge news that it’s happening. The airline clearly sees strong travel growth and a return of business travel to normal levels sooner than competitors.