Stock Markets June 6, 2026 09:43 AM

Airbus Close to Securing SAS Order for 15-20 Widebodies

Scandinavian carrier favors Airbus to preserve fleet commonality amid delivery slot and fuel-price pressures

By Avery Klein
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Airbus is reportedly poised to win a widebody aircraft purchase from SAS, with the Scandinavian airline weighing a mix of A330neo and A350 jets totaling roughly 15 to 20 aircraft. The deal is expected to be finalized in the coming weeks, with deliveries slated for the early part of the next decade. SAS has prioritized maintaining an all-Airbus widebody fleet and opted against Boeing amid cost and commonality considerations while contending with fuel-price shocks tied to regional geopolitical disruptions.

Airbus Close to Securing SAS Order for 15-20 Widebodies
AIR BA
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Key Points

  • Airbus is reportedly close to securing a widebody order from SAS for about 15 to 20 aircraft, mixing A330neo and A350 models.
  • SAS favors Airbus to maintain an all-Airbus widebody fleet and to contain costs after discussions with Boeing did not lead to selection.
  • The carrier is operating under pressure from delivery slot constraints and elevated jet fuel prices tied to regional geopolitical disruptions, which have led to some flight reductions.

Deal nearing completion

Airbus SE appears close to securing a widebody aircraft order from SAS AB. According to people familiar with the matter, the Scandinavian carrier is evaluating a package that would combine Airbus A330neo and A350 models, with the order size under consideration said to be in the range of 15 to 20 jets. The parties are expected to wrap up the agreement in the coming weeks, and the aircraft would be delivered early in the next decade.


Rationale and fleet strategy

SAS currently operates an all-Airbus widebody fleet, comprising newer A350s alongside older A330 airframes. One of the sources indicated that the airline engaged in discussions with Boeing Co. but ultimately decided to proceed with Airbus to preserve fleet commonality and to limit costs. That preference for Airbus is presented as a cost-management and operational continuity choice rather than a reflection of talks with alternative manufacturers.


Operational pressures

The carrier has faced operational headwinds tied to a rise in jet fuel prices after the effective closure of the Strait of Hormuz. That development, linked in reporting to fallout from the Iran war, pushed jet fuel to record levels and forced SAS to cut some flights. The situation underscores how fuel-price volatility and regional geopolitical events are affecting airline route planning and capacity.


Broader market context

SAS's pursuit of new long-haul aircraft occurs in an environment where airlines more broadly are managing constrained delivery slot availability while responding to swings in fuel costs. The reported move toward Airbus is consistent with a strategy to standardize widebody types and manage operating expenses in a turbulent market for long-distance travel.


Note on information limits: Where reporting cited "people familiar with the matter," the details presented reflect those accounts. No additional timing, financial terms, or firm order confirmations were provided in those accounts.

Risks

  • Jet fuel price volatility - continued high fuel costs can force airlines to cut capacity and increase operating expenses, impacting airline profitability and demand for new aircraft (affects airlines, energy markets).
  • Delivery slot constraints - limited availability of delivery slots may delay fleet renewal and network expansion plans for carriers (affects aerospace manufacturers and airlines).
  • Geopolitical uncertainty - fallout from regional conflicts, cited in connection with the Strait of Hormuz, can disrupt operations and financial planning for carriers (affects airlines, logistics, and fuel markets).

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