Jim Cramer on Delta Air: “It’s Arguably the Best-Run Airline”

Core Viewpoint - Delta Air Lines is expected to report strong earnings, with positive sentiment surrounding the airline industry as a whole, which has seen significant recovery since November [1] Company Overview - Delta Air Lines, Inc. (NYSE:DAL) provides passenger and cargo air transportation, operating a large fleet and global network, and also offers aircraft maintenance, repair, and overhaul services [1] Industry Performance - The airline sector has experienced a notable rebound, with the Jets ETF rising nearly 20% from its lows three weeks ago, and major airlines like Delta, United, and American Airlines seeing over 20% increases during the same period [1] - Demand for holiday travel is strong, with expectations for continued healthy demand into early 2026 [1] Financial Impact - Delta estimated a $200 million hit to pre-tax profit due to the government shutdown, but indicated that the overall impact was smaller than anticipated [1]