United’s next decision: What to do with all those Boeing 737 Max 10 seats it ordered years ago

by | Aug 27, 2026 | Stock Market

United's next decision: What to do with all those Boeing 737 Max 10 seats it ordered years ago

United Airlines must determine how to utilize a substantial inventory of premium seating designed for Boeing 737 Max 10 aircraft, which have been stored due to extended certification delays for the aircraft.

In August 2018, United’s CEO Scott Kirby unveiled plans to deploy the Boeing 737 Max 10 with lie-flat premium seats on profitable transcontinental routes, with an expected service entry in 2020. However, the aircraft’s federal certification has been substantially delayed beyond the originally anticipated timeline. During a recent interview, Kirby acknowledged that United has accumulated numerous lie-flat seats without a clear deployment strategy, noting that the seats are not compatible with other aircraft in the carrier’s fleet.

The certification delays stemmed from Boeing’s need to redesign an anti-icing system on the 737 Max family, compounded by heightened regulatory scrutiny following the manufacturer’s documented safety and production issues. The 737 Max 7, the smallest variant in the family, received federal approval earlier in the month, with Southwest Airlines anticipating initial flights sometime in the first half of 2027. The 737 Max 10, the largest model in the bestselling family, remains pending certification.

United has taken interim steps to address the shortage of premium capacity on transcontinental routes. The airline recently equipped a subset of its Airbus A321neo aircraft with 20 newly designed Polaris suites, premium economy seating, and additional cabin amenities. This subfleet, designated the “Coastliner,” serves the same transcontinental market segment. However, the different physical specifications between the Boeing and Airbus platforms complicate United’s interior configuration decisions.

According to its most recent quarterly filing, United maintains 167 Boeing 737 Max 10 aircraft on order, with deliveries expected to commence in summer 2027. The airline has not publicly disclosed the interior layout it will ultimately adopt for these aircraft or the specific routes they will serve once operational.

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