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04-08-2026 | 08:02 AM

#91

Nantonaku

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Joined: Dec 2013

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Quote:

Originally Posted by All 5 Stages

"Delta Air Lines soared in premarket trading on a combination of the U.S.-Iran ceasefire and stronger-than-expected first-quarter results ..."

Man, that 1970's-like oil crisis didn't last long.

https://www.zerohedge.com/markets/de...ons-fuel-shock

A5S

Do you think Israel is just going to let this end? Boats still aren’t moving. The effect is delayed too. We are months and months from being back to normal. What effect does the $2 billion hit have on our bonus for the year?

04-08-2026 | 08:05 AM

#92

Trip7

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Joined: Dec 2007

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Quote:

Originally Posted by All 5 Stages

In the short term the market is a voting machine. In the long term it's a weighing machine.

The market is hyper focused on crude oil futures when it should be focused on refining capacity. With the massive backlog of crude in the Hormuz combined with tight supply of finished middle distallate products like jet fuel and diesel from reduced global Refinery capacity, prices will remain elevated for the foreseeable future. Delta is well positioned to weather the storm

04-08-2026 | 08:08 AM

#93

Trip7

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Quote:

Originally Posted by Nantonaku

I think we'll get a 3-5% profit sharing payout thanks to the refinery, which is better than the 0 the rest of the industry will get. Depending on how things go United might get ~1%

04-08-2026 | 08:19 AM

#94

m3113n1a1

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Quote:

Originally Posted by Trip7

I think we'll get a 3-5% profit sharing payout thanks to the refinery, which is better than the 0 the rest of the industry will get. Depending on how things go United might get ~1%

5% seems optimistic, but you never know!

04-08-2026 | 08:53 AM

#95

tripled

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Joined: Feb 2007

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From: Big ones

Quote:

Originally Posted by m3113n1a1

5% seems optimistic, but you never know!

so to be clear. You expect the 14 feb 27 profit sharing payout to be max 5%

04-08-2026 | 08:57 AM

#96

m3113n1a1

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Quote:

Originally Posted by tripled

so to be clear. You expect the 14 feb 27 profit sharing payout to be max 5%

Hard to forecast with how dynamic things are right now..but I'd bet the under if I had to guess.

04-08-2026 | 11:44 AM

#97

iahflyr

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Delta also mentioned its cutting growth to 0 this year. What was growth previously forecast to be? I’m curious if anyone else has seen any more details about the cuts.

04-08-2026 | 12:03 PM

#98

Jetlikespeed

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Joined: Jun 2019

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From: Captain

Quote:

Originally Posted by iahflyr

Delta also mentioned its cutting growth to 0 this year. What was growth previously forecast to be? I’m curious if anyone else has seen any more details about the cuts.

only Q2 growth to 0