United Airlines Holdings Inc. is in advanced talks for a large narrow-body order that would include at least 100 Boeing Co. 737 Max jets as part of a broader fleet revamp, according to people close to the matter.
The Chicago-based carrier is also speaking with Airbus SE about purchasing long-haul single-aisle aircraft, according to one person, who asked not to be identified as the discussions are confidential.
United sees an opportunity to upgrade its fleet and is studying several new, fuel-efficient models at a time when Boeing and Airbus are hungry for deals and demand for leisure travel is surging in the U.S., the people said.
Boeing’s portion of the order could include 150 Max, two of the people said. United ordered 50 of Airbus’s long-distance A321XLR model in 2019.
Boeing shares rose 2.1% Thursday to $253.15 as of 9:47 a.m. in New York. United was almost unchanged. Airbus rose 0.2% at 3:37 p.m. in Paris.