A 4.8% intraday run to $79.24 adds roughly $2.4 billion to a $52 billion airline in a single session, the kind of single-day move this name rarely posts. Whether it holds into the close is the tell.
Latest Activity
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.
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
JetBlue Jumps 11% as Higher Fares Recapture Fuel Costs; Delta and American Airlines Inch Higher
Higher fares are absorbing a heavy fuel bill at one New York-focused carrier, and its latest report delivered that evidence a day after its finances came under fresh scrutiny. JetBlue Airways (NASDAQ:JBLU)…
JetBlue Airways Tumbles 16% as Creditors Hire Restructuring Advisers; United Airlines Rises 3%, Delta Edges Higher
A creditor group preparing for a possible restructuring has made JetBlue Airways (NASDAQ:JBLU) the lone casualty in an otherwise firm airline sector. JetBlue Airways stock has fallen 16% to $2.22, a decline…
American Airlines Sinks 4% as Oil-Price Climb Reverses Post-Earnings Rebound; Delta and United Airlines Slide 3%
Climbing oil prices are unwinding the relief rally in airline shares that followed American Airlines Group‘s (NASDAQ:AAL | AAL Price Prediction) record quarter. American Airlines stock is at $12.06, down 4%, wiping…
American Airlines Sinks 4% as Fuel Costs Push Outlook to Full-Year Loss; Delta and United Airlines Drop 3%
A record quarter wasn’t enough to offset a fuel bill that has now pushed a major U.S. network carrier toward a full-year loss. American Airlines Group (NASDAQ:AAL | AAL Price Prediction) stock…
United Airlines Jumps 6% as Record Revenue Forecast Outweighs Fuel-Cost Squeeze; American Airlines Climbs 4%, Delta Rises 3%
Record revenue momentum is beating back a steep fuel bill at United Airlines Holdings (NASDAQ:UAL | UAL Price Prediction), and United Airlines shares are pulling far ahead of the carrier’s biggest rivals.…
American Airlines Rises 5% Ahead of Earnings as Oil Prices Ease; United Airlines and Delta Climb 3%
Airline stocks are rising as crude oil pulls back from its recent climb, and one carrier with a quarterly report on deck is leading the group. American Airlines Group (NASDAQ:AAL | AAL…
American Airlines Is Now Down 23% This Year: Is AAL Stock Dead Money or Due for a Bounce?
Fuel costs have pushed American Airlines Group (NASDAQ:AAL | AAL Price Prediction) to the back of the legacy airline pack this year. American Airlines shares are down 23% year to date (YTD)…
“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…