A380 Deferral Opens Up Opportunities

Summary

  • Qantas will not take delivery of 8 unfilled orders for the Airbus A380.
  • Suitable candidates for the international fleet seem to be the Boeing 777-8 and Airbus A350-900ULR.
  • Stretches of the seem to be unfit at first sight.

Last week the CEO of Qantas (OTCPK:QUBSF) said it does not want to take delivery of any of the 8 Airbus (OTCPK:EADSF) A380s that are still on order. The Australian carrier was one of the early customers and operators of the superjumbo and had ordered a total of 20 airframes. The airline had previously deferred orders in 2012 for the sake of cash conservation and repeated the same thing in 2014. The CEO now says that 12 A380 aircraft are enough and it does not want to take delivery of the remaining 8 unfilled orders.

AeroAnalysis previously marked these airframes to be unlikely to be delivered to Qantas. These airframes are not formally canceled by Qantas, but they will be sitting in Airbus's order books without the slightest chance of ever being delivered.

In 2000, the CEO at that time, deemed the Boeing (NYSE:BA) 777 unfit for the Qantas fleet. The Boeing 777 was too big for domestic operations. The firm ordered the Airbus A330 instead. For its international network the airline at that time preferred the Boeing 747-400, its ER variant and Airbus A380.

The current CEO said the following about the decision the firm made at that time:

It is great to be able to say I wish I could get in a time machine and go back to 2000 and [change] the fleet order [made by] not the last CEO, [but] the CEO before that…

The airline is currently in talks with Boeing and Airbus to see what the jet makers have to offer on the long term and probably to have some of their wishes incorporated in upcoming aircraft. This, however, does not mean that we will be seeing the Airbus A380 leave the Qantas fleet any time soon. The A380 fleet of the carrier has an average age of

This article was written by

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