Stock Markets February 5, 2026

Saudia in Early Talks With Boeing and Airbus on Potential 150-Plane Purchase

State carrier evaluates offers for a mix of narrowbody and widebody jets as fleet renewal and expansion plans progress

By Priya Menon BA
Saudia in Early Talks With Boeing and Airbus on Potential 150-Plane Purchase
BA

Saudia is reportedly in preliminary discussions with both Boeing and Airbus about a possible order of at least 150 narrowbody and widebody aircraft. The purchase would partially replace and expand the airline's current 200-aircraft fleet. Talks are early and may not reach a final agreement; Saudia has recently placed major orders with both manufacturers in prior years.

Key Points

  • Saudia is evaluating offers from Boeing and Airbus for at least 150 narrowbody and widebody jets - impact on aerospace manufacturing and aircraft supply chains.
  • The potential buy would both replace some of Saudia's current 200-aircraft fleet and expand overall capacity - relevant to airlines and aircraft leasing markets.
  • Previous sizable orders by Saudia include 105 Airbus narrowbodies in 2024 and more than 36 Boeing 787 Dreamliners plus options in 2023 - important context for manufacturers' backlog and production rates.

Saudia has entered early-stage discussions with Boeing Co. and Airbus SE concerning what could become the carrier's largest single aircraft acquisition, according to reporting circulated Thursday. The airline is said to be assessing proposals from both manufacturers for a package that would include at least 150 narrowbody and widebody jets.

The potential transaction is framed as both a renewal and an expansion of Saudia's existing fleet. The airline operates roughly 200 aircraft today, and any new order would be used in part to replace older types while also adding capacity to the overall roster. Sources describing the talks emphasize that negotiations remain preliminary and could conclude without a binding deal.

Saudia is not new to large-scale fleet commitments. In 2024 the carrier placed an order for 105 Airbus narrowbody aircraft. The previous year the airline ordered more than 36 Boeing 787 Dreamliners and secured options on an additional 10 of those long-haul models. Those prior commitments form the immediate backdrop to the current discussions with both major manufacturers.

The state-controlled airline is being restructured to focus on religious pilgrimage travel, while a separate flag carrier, Riyadh Air, is being positioned as a premium leisure and tourism option that will begin operations in the future. The reported talks with Boeing and Airbus occur as Saudi authorities continue to invest heavily in transforming the kingdom into a global travel hub.

At this stage, Saudia has evaluated offers but has not finalized decisions on specific aircraft types or the exact number of units to acquire. The wide range of configurations implicit in a mix of narrowbody and widebody aircraft means that the profile of any eventual order - in terms of model mix, delivery timing, and financing - remains undefined in the reporting.

Because the negotiations are described as preliminary, market participants should treat the possibility of a large order as conditional rather than confirmed. If the talks advance, the transaction would represent a major procurement exercise for the airline and would be consequential for manufacturers' production planning and supply-chain scheduling.


Summary

Saudia is reportedly in early talks with Boeing and Airbus about buying at least 150 narrowbody and widebody jets. The order would partly replace and partly expand the carrier's roughly 200-aircraft fleet. Talks are preliminary and may not lead to a final agreement. Saudia has placed major fleet orders in 2023 and 2024 with both manufacturers.

Risks

  • Discussions are in preliminary stages and may not result in a binding deal - creates uncertainty for aircraft manufacturers, suppliers, and supply-chain planning.
  • Exact aircraft types, quantities, delivery timing, and financing remain undecided - implications for production scheduling and working-capital dynamics in the aerospace sector.
  • Any shift in Saudia's strategic priorities or state-directed investment plans could alter the scale or scope of the procurement - risk for manufacturers and subcontractors dependent on confirmed orders.

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