SAS Negotiates Widebody Orders with Boeing and Airbus: Bloomberg
Key Points
- SAS CEO Anko van der Werff confirmed negotiations with both manufacturers but did not specify the number of aircraft being considered
- The airline is evaluating four widebody models: Boeing 787 and 777X, and Airbus A350 and A330neo
- The order reflects SAS's strategic bet on rising demand for long-haul routes as the carrier operates under Air France-KLM control
AI Summary
SAS in Talks for Major Widebody Aircraft Order
Scandinavian Airlines (SAS AB) is negotiating a significant widebody jet order with Boeing and Airbus, betting on increased demand for long-haul travel, according to Bloomberg News on February 4.
Key Details:
SAS CEO Anko van der Werff confirmed the airline is evaluating multiple aircraft models:
- Boeing: 787 Dreamliner and 777X
- Airbus: A350 and A330neo
The specific number of aircraft under consideration was not disclosed.
Company Context:
SAS is currently controlled by Air France-KLM, positioning this potential order within the broader European airline consolidation landscape. The carrier appears to be modernizing its long-haul fleet to capitalize on expected growth in international travel demand.
Market Implications:
This order represents a competitive opportunity for both Boeing and Airbus in the widebody segment, which has seen fluctuating demand post-pandemic. The decision will be closely watched as it may signal broader confidence in long-haul travel recovery in the Scandinavian and European markets.
Widebody orders are strategically significant for airlines as they represent substantial capital investments and long-term fleet commitments, typically indicating confidence in future demand trends. For manufacturers, securing such orders is crucial for production line stability and market share in the competitive long-range aircraft segment.
The timing of this negotiation comes as airlines globally reassess their fleet requirements amid evolving travel patterns and sustainability pressures. SAS's choice between Boeing and Airbus models will likely reflect considerations including fuel efficiency, range capabilities, operational costs, and delivery timelines.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| GPT-5-mini | Bullish | 80% |
| Claude 4.5 Haiku | Bullish | 68% |
| Gemini 2.5 Flash | Bullish | 80% |
| Consensus | Bullish | 76% |