Q1 result
 

Q1 webcast

March quarter 2019 financial results at 10:00 a.m. ET, Wed., April 10, 2019.

https://news.delta.com/delta-air-lin...ancial-results

Um, shouldn’t they be focused on putting out the AE instead of this silly business/investor stuff?

We don't want the Wall Street finance people touching the AE.

Well said.

Investor update.

https://s2.q4cdn.com/181345880/files/doc_news/2019/04/April-2019-Investor-Update.pdf

Our market cap today has exceeded those of United and American’s combined.


GP

wow.


yes. wow.

No wonder every picture of Ed he is wearing that big grin.

200M for profit sharing and 300M in ancillary charges. Looks like our profit sharing is secure given their willingness to lose money via charges and break even on the refinery.

Tomorrow at 10am ATL time.

$.96 cents a share per Ed on CNBC. We are killing it.......

An industry leading contract 2020
Is a must!!!!!
Whatever that is
It must be

Ed is tamping down guidance optimism. Also says negotiations will be long.

https://www.cnbc.com/2019/04/10/delt...-earnings.html

220M Q12019 vs 183M Q12018. Hopefully, we keep continue this trend.

Um- I’m no Ed Apologist.
But where in the referenced article does it say what you are inferring?

If you are referring to profit sharing, yes. Up 17% and on the call they dodged a question about managing pilot expectations and ancillary business growth. This is why we must maintain our current profit sharing.

His comments were on the call. The article was the first one in my mailbox this morning about our consensus beat and add it for perspective.

Aeromexico reported a loss but the good news is salaries were up 6%.

https://aeromexico.com/cms/sites/default/files/Aeromexico_1Q19_0.pdf

When did he say that? Not in that clip.

Not in that clip, it’s on the actual earnings call. Transcript should be out later today or tomorrow.

However, in that clip he emphasized that this was our best first quarter ever and that guidance was increased last week. This can not be understated. The iron is hot. They will try to cool it by slowing down the pace and playing up any future concerns. Negotiating 101. Good thing we have our profit sharing because we get returns on ancillary business and the additional profits if they stagnant our wages. MRO is going to double and so is AMEX.

“MRO is going to double and so is AMEX.”

Exactly

AMEX $7 Billion annually. Double what we get now and they are confident they will meet the specified targets.

Agreed. They will try to play hardball.

Up to nearly $7 Billion annually by 2023. Not just straight up $7 billion every year. It was $3.4 billion for 2018 and I think it will progressively increase each year to get into the high 6's four years from now and will be double what we got last year, just as you stated. Great news and helps our case.

Quick, let’s monitize it for a 3% pay raise.