Q1 call
#1
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
https://ir.delta.com/news/news-details/2026/Delta-Air-Lines-Announces-Webcast-of-March-Quarter-2026-Financial-Results/default.aspx
#4
Roll’n Thunder
Joined: Oct 2009
Posts: 5,174
Likes: 584
From: Pilot
#5
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.
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.
#6
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.
#7
Line Holder
Joined: Mar 2022
Posts: 642
Likes: 57
"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.
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.
#8
"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.
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.
#10
Line Holder
Joined: May 2022
Posts: 482
Likes: 118
"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.
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.
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