
For Boeing, this is a shot in the arm. After years of 787 delays and 777X certification woes, not to mention losing favor with Middle East carriers, this deal helps cement Boeing’s widebody programs into the next decade. For GE, this is a windfall. Besides selling engines, GE locks in decades of lucrative maintenance contracts. Qatar also strengthens ties with U.S. industry, politically relevant, as this deal reportedly got the White House stamp of approval. For Airbus, this stings. Qatar and Airbus had a high-profile spat over A350 paint defects that led to lawsuits and canceled A321neo orders. While they’ve patched things up, Qatar’s pivot to Boeing here is telling.