押注富人经济成功?达美航空高级舱座位销量将超经济舱

Core Insights - Delta Air Lines' strategy of betting on wealthy Americans driving economic growth is proving effective, with premium cabin seat sales expected to surpass economy class by 2026, a year earlier than previously anticipated [1][3] - The airline reported a record third-quarter revenue of $15.2 billion, exceeding expectations and marking a 4.1% year-over-year increase [1][3] - Delta's strong financial performance is attributed to the sustained demand for high-end business travel, reflecting the concentration of wealth in the U.S. [3][4] Financial Performance - Delta's third-quarter operating margin is projected to be between 10.5% and 12%, with adjusted earnings per share expected to be between $1.60 and $1.90, and an annual adjusted earnings per share forecast of approximately $6 [1][3] - Free cash flow for the year is anticipated to be between $3.5 billion and $4 billion, aligning with long-term targets [1] Market Trends - Revenue from premium cabin seats grew by 9% in the third quarter, nearing $5.8 billion, while economy class sales declined by 4% to approximately $6 billion, indicating a shift in consumer behavior [4] - The global travel industry has seen a surge in high-end travel demand post-pandemic, with travelers willing to pay higher fares for more comfortable and luxurious seating [4] Strategic Outlook - Delta plans to significantly increase the supply of premium seats in response to strong demand, particularly in markets with a high concentration of business travelers such as Los Angeles, Boston, New York, and Seattle [4] - The company remains confident in its strategic position to capitalize on the high-end travel trend, aiming to expand profit margins and increase revenue [4] Stock Market Reaction - Following the release of its third-quarter financial results, Delta's stock price surged by 6%, contributing to a broader increase in the airline sector due to Delta's strong growth momentum and confidence in travel demand [4]