Airline Pricing Improvement

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Jefferies' Sheila Kahyaoglu looks ahead to airline earnings
Youtubeยท 2025-10-08 21:47
Now, let's get you set up for Delta results with our next guest, Jeffrey's aerospace and defense analyst, Sheila Kylo. Sheila, it's great to have you back on. Let's start right there.How does Delta set the stage for airline earnings and broader industrials. >> Sure. So, what we're looking for with Delta is flat price in the third quarter from down 2% in the first half.So, we're looking for an economic improvement on pricing and scheduled capacity cuts coming into the second half of this year and improving i ...