Airline Pilot Central Forums

Airline Pilot Central Forums (https://www.airlinepilotforums.com/)
-   Delta (https://www.airlinepilotforums.com/delta/)
-   -   Q3 earnings call (https://www.airlinepilotforums.com/delta/151218-q3-earnings-call.html)

FangsF15 10-09-2025 02:47 PM


Originally Posted by OOfff (Post 3957938)
everything is fine, guys. this is a healthy economy

Originally Posted by CBreezy (Post 3957968)
In case anyone missed it, this was HEAVY sarcasm


You honestly think the opposite is true? That economically things aren't fine, and the economy is sick?

Upon what (non partisan) data are you basing the sarcasm?

180ToAJ 10-09-2025 03:20 PM

So, probably about 10%?
Assuming we still have jobs after AI, international travel stops, alien invasion, and apocalypse?

OOfff 10-09-2025 04:40 PM


Originally Posted by FangsF15 (Post 3958111)
You honestly think the opposite is true? That economically things aren't fine, and the economy is sick?

Upon what (non partisan) data are you basing the sarcasm?

literally any metric besides equity prices.

GogglesPisano 10-09-2025 05:06 PM


Originally Posted by texas1970 (Post 3958042)
Over the long term, however, substantial hits to US reputation abroad will have other impacts.

How is leveling the global tariff playing field, calling out European hypocrisy in buying Russian oil while claiming to support Ukraine, forcing Europe to pay their fair share for defence, no longer tolerating open borders, exposing the climate change hysteria for what it is and now -- a peace deal in the Middle East -- "hitting our reputation abroad?"

Meme In Command 10-09-2025 05:43 PM


Originally Posted by Cachaco (Post 3958141)
DL and UAL are making 80%+ of the industry profits, all while promoting their hyper woke agendas. The world is completely upside down.

Idk dude, I work here and I don't know what the hell you're talking about. Is it the poster of the gay couple in the jet bridge that got you triggered?

FangsF15 10-09-2025 05:55 PM


Originally Posted by OOfff (Post 3958135)
literally any metric besides equity prices.

You serious, Clark?

Inflation is way down to under 3% from a high of 8%, unemployment is almost down to 4% (which is considered 'full employment'), new investment pledges (yes, only pledges) in the US is in the tens of Trillions, Interest rates are coming down to a more reasonable level (after choking the economy), consumer confidence is strong. Despite some chicken littles around here, Tarrifs have not crashed the economy, nor have we parked airplanes or furloughed anyone here.

As a company, DL currently has over half the industry's profits, was on the high side of forward guidance today, is looking to grow at a solid 3-4%, and Profit Sharing is on par with last year (and in total dollar amount, will almost reach 2019 levels). Ed was very bullish in today's Town Hall.

And yes, equity markets are NOT the economy (nor were they in the last admin), but they are at all time highs right now...

I'm not saying it is nothing but roses, but to sarcastically scoff the economy as not being in sold shape is way off base, or looking through the world through brown colored classes. Or something. Please, point me to some actual data (not doom and gloom predictions) supporting this claim. Because I don't see it.

To others wanting to reply, keep this stuff factual and non partisan.

CBreezy 10-09-2025 06:14 PM


Originally Posted by FangsF15 (Post 3958111)
You honestly think the opposite is true? That economically things aren't fine, and the economy is sick?

Upon what (non partisan) data are you basing the sarcasm?

I didn't make the claim. Just pointing out the obvious sarcasm in his post based on what he's said in the past.

texas1970 10-09-2025 07:25 PM


Originally Posted by GogglesPisano (Post 3958146)
How is leveling the global tariff playing field, calling out European hypocrisy in buying Russian oil while claiming to support Ukraine, forcing Europe to pay their fair share for defence, no longer tolerating open borders, exposing the climate change hysteria for what it is and now -- a peace deal in the Middle East -- "hitting our reputation abroad?"

Opinions of the United States in other countries are at a low. There used to be two exceptions - Israel and South Korea - and now Israel is the lone exception after the Georgia factory debacle (though opinions of the U.S. are still positive in Korea). My comment was not supposed to be political, but really, do you think forcing Europeans to pay more is popular there? Do you think increased detentions of foreigners by CBP is popular among foreign tourists? Do you think “exposing climate change hysteria” is popular abroad where climate change is essentially universally accepted? Do you think “leveling the playing field” with other countries is popular in other countries? The Middle East peace deal will likely be popular abroad, and maybe lessen the reputational damage already dealt.

I will not get into the politics of whether these are good policies or bad policies. That does not belong here. But look at it from *their* point of view, and you could probably see why they don’t like it!

m3113n1a1 10-09-2025 08:54 PM


Originally Posted by FangsF15 (Post 3958111)
You honestly think the opposite is true? That economically things aren't fine, and the economy is sick?

Upon what (non partisan) data are you basing the sarcasm?

Everything is probably going to be fine, because it always is, but there are worrying signs.

Inflation is ticking higher, the dollar has lost a significant amount of value this year, unemployment is steadily increasing, hiring has slowed to a crawl, diplomatic relations are worse than I have ever seen (global sentiment is that the US is an absolute joke now), tourism to the US is down, crony capitalism is rampant, socialism is starting to creep in (trumprx.com, subsidies to farmers, public investment in private companies like Nvidia), agricultural exports are at an all time low, and I know you don't think tariffs are inflationary or reduce GDP, but it's pretty much an undisputed fact amongst economists. Tariffs are sticky too and the damage is long term.

Now will Delta be able to navigate all this and remain profitable? Probably. But there are definitely headwinds and VCTS.

PilotJ3 10-09-2025 09:12 PM


Originally Posted by m3113n1a1 (Post 3958208)
Everything is probably going to be fine, because it always is, but there are worrying signs.

Inflation is ticking higher, the dollar has lost a significant amount of value this year, unemployment is steadily increasing, hiring has slowed to a crawl, diplomatic relations are worse than I have ever seen (global sentiment is that the US is an absolute joke now), tourism to the US is down, crony capitalism is rampant, socialism is starting to creep in (trumprx.com, subsidies to farmers, public investment in private companies like Nvidia), agricultural exports are at an all time low, and I know you don't think tariffs are inflationary or reduce GDP, but it's pretty much an undisputed fact amongst economists. Tariffs are sticky too and the damage is long term.

Now will Delta be able to navigate all this and remain profitable? Probably. But there are definitely headwinds and VCTS.

All I knows is that I rather be at DAL or UAL than AA/SW/Jetblue/Frontier/Spirit.

As delta is going back to cater the business and premium travelers, I think we might be ok.


All times are GMT -8. The time now is 08:32 PM.


Website Copyright © 2026 MH Sub I, LLC dba Internet Brands