Q1 call
 

Delta Air Lines (NYSE: DAL) will hold a live conference call and webcast to discuss its March quarter 2026 financial results at 10 a.m. ET, Wednesday, April 8, 2026.

https://ir.delta.com/news/news-details/2026/Delta-Air-Lines-Announces-Webcast-of-March-Quarter-2026-Financial-Results/default.aspx

Anyone got any predictions?

Multiple "Operational challenges" we could never see coming or prepare better for, let alone quickly recover from despite lessons learned 2 years ago?

Probably blame our contract.

Underperformed the initial guidance due to IROPs, war/fuel with a revised guide for 2026. This will be bad because… sect. 6. But really I think that will be the theme. Still some profit but the comp to last year will tell the tale.

We seemed to kick the can for our “big” year the last couple and as long as negotiations are going on the optimism will be tempered and 1/27 will be the real report to watch. With a big profit they will have less leverage post amendable date. This is also why I think they pushed for a big 2025. The PWA will go into 28 IMHO.

I'm not so sure. The amount of pressure 23M7 is putting on the operation (and bottom line) is pretty sizable. Of course, it depends on our 'ask', but I think they will be almost desperate to address/'fix' 23M7-related issues, and if we play it smart, we will extract a solid, on time contract as a result. Time is potentially on our side, for once.

"It's across all segments, covering corporate, covering international, covering premium leisure, covering main cabin, covering our domestic system," Bastian said. "We're seeing strength in every market that we look at."

Bastian noted that eight of Delta's top 10 days for ticket sales happened this year, five of them since the start of the war.

https://www.pbs.org/newshour/nation/...ooking-flights

Ed says things are going well.

That is an accurate quote but when has ED ever said things are going poorly. It’s all relative to the guidance. The sentiment will be tempered. They never say things suck until they file for bankruptcy. They can control profits with expenditures and give mediocre returns forecasts. As long as they don’t have a terrible YOY comp or a losing Q the shareholders will be placated. If we had a stellar 2025 (as planned) then the comps would look weak but I think we will be on par with some downward revision to the guidance for real world events. That doesn’t hurt them in negotiations because they can say we aren’t making as much money as expected, and is excusable for investors if we stay #1 each Q.

Whatever our ask is, double it.

And can we put personel stuff in there too? I’d like to see the top 12 in flt ops fired. Why 12? Cause we could call them the dirty dozen. Time to clean house!

Could be people buying trips they were already planning thinking fuel price increases will increase ticket prices soon.