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Delta Airlines (DAL) Earnings: Fuel Costs, Capacity vs Premium Demand

Delta Airlines (DAL) Earnings: Fuel Costs, Capacity vs Premium Demand

Schwab Network · Schwab Network

January 13, 20266m 57s

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Show Notes

Jarrett Bilous and Andy Wang break down Delta Airlines (DAL) earnings. Andy calls the report solid and highlights that unit revenue was flat despite the government shutdown. “The market reaction is really about guidance,” he says as the stock has fallen around 3%. Jarrett sees encouraging signs in the report, including premium demand. However, he contrasts capacity and demand, and notes that fuel costs are a wild card.


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