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Q1 call

Old 03-29-2026 | 05:01 PM
  #81  
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Originally Posted by GogglesPisano
Weird, a recent DCLC course was told we are pulling 757's out of the desert to meet increased summer block hours.
do they ever share bad news at DCLC? Because there is going to be a lot of bad news this summer with the current clowns running flops.
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Old 03-29-2026 | 05:25 PM
  #82  
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Originally Posted by Hotel Kilo
They're allowed like once every 3 years to crank it up, they are doing that for 2026. Again, I am hjghly suspect of your information posted here. Seems stupid to crank it up this year and then you telling us they've pulled back. Doesn't square. At all.

You're looking at projections, it's been discussed here before, the numbers you saw for april and may are highly subject to change from the original questimate, that changes all the time (usually upwards). I would never say those are absolutes. Ever.
that's fine. like I said. subject to change. I was not guessing. Those are the numbers right now for May, trip construction has begun and will continue for another week or so. This is not long term strategic thinking, this week they met and decided to draw some down. This saves them TLV pressure, and fuel costs.

We will see what the final shakes out to be. Not looking for a trophy, Just thought I'd share. It just sucks that we get so little formal communication from our "Leaders" that this is how we find out about stuff.
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Old 03-29-2026 | 06:23 PM
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Originally Posted by demon llama
I cleared over 200 hours this month. 73NB.
I picked a bad time to leave the 73!
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Old 03-29-2026 | 10:11 PM
  #84  
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Originally Posted by iLikeMoose
I picked a bad time to leave the 73!


That’s how I remember my time
on the 73 as well
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Old 04-08-2026 | 03:11 AM
  #85  
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Email is out. Solid quarter but Q2 looking like 45% less profit.

not sure how we boast about being #1 in on time arrivals in March…yet we were prob #1 in domestic cancellations as well.
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Old 04-08-2026 | 04:05 AM
  #86  
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Originally Posted by Bergman
Email is out. Solid quarter but Q2 looking like 45% less profit.

not sure how we boast about being #1 in on time arrivals in March…yet we were prob #1 in domestic cancellations as well.
45% less Profit with a $300m refinery benefit. Imagine what the 2Q numbers will look like for the rest of the industry. Delta might have a 90% share of industry profits in 2Q
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Old 04-08-2026 | 06:48 AM
  #87  
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Originally Posted by Trip7
45% less Profit with a $300m refinery benefit. Imagine what the 2Q numbers will look like for the rest of the industry. Delta might have a 90% share of industry profits in 2Q
"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
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Old 04-08-2026 | 06:52 AM
  #88  
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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
Once again, our rising tide lift all boats. United is up 10% while we’re only at 6% and change.
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Old 04-08-2026 | 07:18 AM
  #89  
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Originally Posted by Bazinga
Once again, our rising tide lift all boats. United is up 10% while we’re only at 6% and change.
A rising tides lifts all boats and crashing oil prices raise all airlines.
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Old 04-08-2026 | 07:54 AM
  #90  
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Q1 fuel costs only up 12%/gal jet fuel. Air traffic liability grew from $7.2B to $10.7B yoy. That’s a big jump on advanced bookings.
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