Boeing expects to delay 737 and 787 aircraft orders from Alaska Airlines and its subsidiary Hawaiian Airlines.
According to Alaska’s Form 10-K filed on Friday for the 2024 fiscal year, the carrier had firm orders to purchase 74 Boeing 737 MAX aircraft with deliveries expected between 2025 and 2029. Alaska also had rights for 100 more 737 aircraft through 2030.
Hawaiian had firm orders to purchase 10 Boeing 787-9 aircraft with deliveries expected between 2025 and 2028.
“Boeing has communicated that certain B737 and B787-9 aircraft are expected to be delivered later than the contracted delivery timing,” Alaska stated in the filing.
For Alaska, Boeing 737 MAX 9 aircraft contracted for delivery in 2024 have been moved to 2025. Certain 737 MAX 8 aircraft slated for delivery in 2024 and 2025 have also been moved later into the contracted year or into the following year.
737 MAX 10 aircraft contracted for delivery in 2025 and 2026 have been moved to 2026 or 2027, pending regulatory certification of the aircraft type.
Widebody Woes
Hawaiian’s Boeing 787-9s planned for delivery between 2024 and 2026 were moved later into the contracted year or into the following year. Currently, the airline has just two 787s in its fleet.
“Management expects that other Boeing aircraft deliveries could be delayed beyond the contractual delivery,” Alaska stated.
Alaska expects to receive nine 737 MAX 8 aircraft and eight 737 MAX 9 aircraft in 2025. The carrier will also retire its six remaining Boeing 737-900s this year.
In 2026, Alaska plans to receive six more 737 MAX 8 jets and three MAX 10s – pending certification. The carrier plans to have 17 more 737 MAX 10s delivered in 2027.
Hawaiian expects three Boeing 787-9 aircraft in 2025, two in 2026, and four in 2027.
Alaska reported in November that then-ongoing labor strikes at Boeing were impacting the carrier’s capacity growth.
