A six-quarter streak of beating consensus EPS ends here, undone by a 62% jump in adjusted fuel expense to $4.14 billion. Demand held up: premium revenue rose 18%, and management guided December quarter revenue growth of roughly 20% with full-year EPS held at $5.10 to $5.60.
Latest Activity
Delta kicks off airline earnings at 6:30 AM ET, with 19 analysts looking for $1.88 EPS on $18.83 billion in revenue after beats in three of the last four quarters. Management's read on fares, premium demand and aircraft delivery constraints sets the tone for the whole sector.
DAL Coverage
“Utterly Impossible”: Musk’s Delta Joke Drew 91,000 Likes. Then Delta Slashed Its Profit Forecast As Fuel Costs Jumped $6 Billion.
At 6:18 p.m. ET on October 8, 2026, Elon Musk posted on X: “Excited to announce that all super intelligence organizations have now jointly agreed to the ultimate in AI/SI safety: Moving…
Delta Falls 3% on Cut Full-Year Profit Outlook as Fuel Costs Jump 62%; United and American Airlines Slip
A fuel shock is rippling through airline stocks, and Delta Air Lines (NYSE:DAL | DAL Price Prediction) is absorbing the hardest hit after cutting its full-year outlook. Delta stock is at $80,…
Wall Street Cut Its Delta Air Estimates Below the Company’s Own Guidance and Kept Its Buy Ratings
Analysts slashed their Delta Air Lines earnings estimates below the airline's own guidance, yet nearly all 25 analysts kept their Buy ratings intact. Something has to give when Delta reports Friday morning,…
‘This Is a Hot Economy’: Joe Weisenthal on Record Travel Despite $4.46 Gas
Bloomberg’s Joe Weisenthal closed an Odd Lots episode on airline fuel hedging by pointing at full flights and rising fares. He said “the cost of everything is going up” and that “people…
Delta CEO Ignored Elon Musk’s Warning That “It Will Get Much Worse.” Now Musk Predicts Ed Bastian Will “Lose His Job” As United And American Race To Try And Poach Delta’s Premium Customers
Elon Musk publicly predicted Delta's CEO will lose his job over a Wi-Fi decision, and now United and American are spending real money to make that happen by poaching the elite flyers…
Which Airline Stock Dominated in September: American, United, or Delta?
Delta Air Lines (NYSE:DAL | DAL Price Prediction) stock delivered the strongest September performance among the three major airlines, gaining 4.5% to $83.66. United Airlines (NASDAQ:UAL) stock edged up 0.3% to $110.93,…
Iran “Offered” to Reopen the Strait of Hormuz. These Stocks Could Be the Biggest Winners
A senior Iranian official told a Japanese news agency that Tehran could reopen one of the world's most critical oil chokepoints within seven days, and the stocks that stand to gain the…
Airlines, Cruises, Casinos: Are Things Actually Looking Up?
Airlines, cruise lines, and casino stocks all navigated the same peak travel season and came out in completely different places. The reasons why reveal which trade actually has a durable tailwind and…
Warren Buffett and Greg Abel Are Bullish on 4 Contrarian Stocks That All Pay Dividends
With a mountain of cash finally moving off the sidelines, Berkshire Hathaway's latest 13-F reveals four surprising dividend-paying bets that suggest Warren Buffett and his successor Greg Abel see opportunity where most…
Southwest Airlines Just Dropped 14% in a Month. Is It Time to Sell?
Southwest Airlines just fell harder than every major carrier and the entire sector fund combined, and the reason traces back to one strategic decision the airline made long before oil prices turned…
Airfares Are Up 25.5% and United Says It’s Set To Increase More. Is UAL the Only Cheap Airline Stock Left?
Airline fares are climbing fast and CEOs say they have room to push higher, yet one major carrier trades like the market expects it to fail. The case for United Airlines as…
American Airlines Faces a Reckoning: Merger Off the Table, Turnaround Uncertain
Delta and United soared while American Airlines sank, and now a rejected merger offer has left the carrier fighting a turnaround battle with no clear timeline and a balance sheet still deep…
Warren Buffett Called Airlines the “Worst Sort of Business.” His Successor Just Built a $5.4 Billion Position Anyway.
Warren Buffett famously quipped that a time traveler should have shot Orville Wright down at Kitty Hawk to save investors from airlines. So why did Buffett's handpicked successor just pour billions into…
“I Warned Them. It Will Get Much Worse.” Elon Musk’s Stark Message for Delta Gains Traction
Elon Musk just publicly declared Delta's Wi-Fi strategy a slow-moving disaster, and 50,000 people agreed. But the real question is whether angry posts on X translate into something Delta's finance team actually…
Which Airline Stock Is Dominating in 2026: United, American, or Delta?
Three major airlines flew the same turbulent skies in 2026, yet their stock performance landed in completely different places. The reason comes down to one structural advantage that only one carrier built…