Delta Bets Big on Boeing
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Delta Bets Big on Boeing: Historic First 787-10 Order Signals Major Widebody Modernization Push

Delta Air Lines has made a landmark move in its fleet strategy by placing its first direct order for the Boeing 787 Dreamliner family. Announced on January 13, 2026, the deal includes a firm commitment for 30 Boeing 787-10s (the largest and most capable variant) plus options for an additional 30, potentially totaling up to 60 aircraft. This order, valued at billions at list prices, marks a significant pivot for Delta, which has historically leaned heavily on Airbus for widebody jets.

The 787-10 Dreamliner stands out for its exceptional efficiency: it delivers around 25% better fuel burn per seat compared to the older widebodies it will replace—primarily Delta’s aging Boeing 767s (some approaching 30 years old). With capacity for up to 336 passengers in a typical two-class layout (though Delta plans a premium-heavy configuration featuring Delta One Suites business class and expanded Delta Premium Select premium economy), the aircraft offers superior economics, enhanced cargo capabilities, and impressive range for high-demand transatlantic and South American routes.

Key passenger perks include the Dreamliner’s signature features: larger windows, lower cabin altitude for reduced fatigue, higher humidity, quieter engines, and smoother rides—helping travelers arrive more refreshed on long-haul flights.

This order aligns perfectly with Delta’s broader goals: modernizing its widebody fleet (currently averaging 15+ years old), boosting international expansion, and capitalizing on strong demand from premium and corporate travelers. It comes alongside Delta’s robust 2025 financial results—closing the year with $5 billion in pre-tax profit and record free cash flow—and an optimistic 2026 outlook projecting ~20% earnings growth.

Deliveries of the 787-10s are slated to begin in 2031, giving Delta time to phase out older types while integrating these ultra-efficient jets. The addition brings Delta’s total Boeing order book to 130 aircraft (including the prior 100 Boeing 737-10 MAX narrowbodies).

This move not only diversifies Delta’s widebody suppliers but also positions the airline to compete more aggressively against rivals like United (a major 787 operator) and American on lucrative long-haul markets.

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