Proof of (airline) Etiquette.They could charge extra to sit next to me for 8hr. https://t.co/P9WkYhPOCXBREAD | ∑: (@0xBreadguy):Good time to highlight my impeccable flight etiquette:→ I have snacks (protein bars, water, edamame)→ Tech kit for emergency charges, cables, headphones→ I won't have to piss, but I will get up and stretch around hour 5. Just some calf raises and toe touches.→ I will ...

Core Viewpoint - Delta Air Lines is expected to reach new highs in 2025, with concerns over tariffs and geopolitical tensions being overstated [1] Financial Performance - Delta's Q2 results showed record-setting quarterly adjusted revenue, outperformance on earnings, and solid margin results, indicating a strong growth trajectory [3] - The company generated $2 billion in free cash flow in the first half of the year, on track to meet its full-year target of $3 to $4 billion, likely ending at the higher end of that range [4] - Delta reduced its adjusted net debt by $1.7 billion, a 10% decrease in just two quarters, and increased its dividend significantly [4][5] Shareholder Value - The dividend increase of 25% brings the annualized payout to nearly $1.00, with a reliable payout ratio of approximately 10% of earnings expected to grow robustly over the next two to three years [5][6] - Q2 business activities resulted in an improved cash position, increased current assets and total assets, reduced liabilities, and nearly a 15% increase in equity [6] Revenue Growth - Operating revenue increased due to growth in all major reporting segments, with high-margin premium revenue growing by 5% and loyalty revenue by 8% [7] - Although total revenue per available seat mile (TRASM) slightly declined, decreased fuel costs and improved cost performance offset this, resulting in an operating margin of 12.6% [8] Market Sentiment and Guidance - The reaffirmed guidance is strong, expecting year-over-year growth and significantly improving market sentiment [9] - Following the Q2 release, Delta stock rose more than 10% in premarket trading, indicating bullish market action and aligning with analyst sentiment predicting a 20% upside [10]

Southwest Airlines no longer includes two free checked bags for all fares. Here’s who still qualifies, how much fees cost, and how it compares to other airlines. https://t.co/5RgW4RUv6F ...

Core Insights - Volaris (NYSE: VLRS) was identified as deeply undervalued in January 2025, yet its share price has decreased by approximately 50% since then [1]. Company Performance - The share price decline of Volaris is notable, indicating potential challenges in the company's market performance despite previous assessments of undervaluation [1].

The preliminary Air India crash report says that seconds after flight 171 took off, the fuel cut off switches for both engines went from run to cut off. Within 1 second, the engines lost power. The report states in the cockpit voice recording, one of the pilots is heard asking the other why did he cut off.The other pilot responded that he did not do so. The switches were flipped back to run, but it was too late. The report says one of the pilots radioed a mayday as the plane soon crashed into a medical scho ...

Group 1 - The CEO of Lufthansa, Carsten Spohr, is facing a serious incident involving his wife, Vivian Alexandra Spohr, who is accused of running down a babysitter while on vacation in Italy [1][5] - Vivian Spohr was driving a BMW X5 when she struck 24-year-old Gaia Costa at a crosswalk in Porto Cervo, Sardinia, leading to Costa's death from severe head injuries [1][5] - After the incident, Vivian Spohr continued driving until she was stopped and later fainted; she tested negative for alcohol or drugs [2][5] Group 2 - Vivian Spohr is under investigation for involuntary manslaughter but was not legally required to stay in Italy and has returned to Berlin, promising to cooperate with authorities [5] - Her attorney expressed that Vivian Spohr feels deep regret over the accident and is willing to assist in the judicial investigation [8]

Group 1: United Airlines (UAL) - United Airlines shares increased by 14.3% to close at $91.67, driven by higher trading volume compared to typical sessions [1] - The stock's performance contrasts with a 2% gain over the past four weeks [1] - The consensus EPS estimate for United has been revised 5.4% lower in the last 30 days, indicating a negative trend in earnings estimate revisions [4] Group 2: Airline Industry - Optimism in the airline industry was fueled by Delta Air Lines' better-than-expected Q2 2025 earnings results, which included earnings and revenue beats and the restoration of full-year guidance [2] - Delta Air Lines is expected to report quarterly earnings of $3.75 per share, reflecting a year-over-year decline of 9.4%, with revenues projected at $15.31 billion, a 2.2% increase from the previous year [2] - Corporacion America Airports, another airline stock, has seen a consensus EPS estimate change of -1.9% to $0.47, but this represents a significant year-over-year increase of 51.6% [6]

Group 1: Delta Air Lines Performance - Delta Air Lines reported better-than-expected earnings per share and revenues in Q2 2025, although the bottom line declined significantly year over year due to high labor costs [1][10] - Labor costs increased by 10% to $4.4 billion in Q2 2025, following an 8% rise in Q1 2025, resulting in a 9% year-over-year increase in the first half of 2025 [2][10] - Non-fuel unit costs rose by 2.7% in the first half of 2025, primarily due to the increase in salaries and related costs [2] Group 2: Fuel Costs and Market Conditions - Delta Air Lines experienced a 13% decline in aircraft fuel expenses and related taxes in Q2 2025, with the average fuel price per gallon decreasing by 14% year over year to $2.26 [3][10] - Oil prices fell by 6% during the April-June period, benefiting Delta's bottom line as fuel expenses are a key input cost for airlines [4] - The International Air Transport Association projects the average jet fuel cost to be $86 per barrel in 2025, down from $99 in 2024, with the total fuel bill expected to decrease from $261 billion in 2024 to $236 billion in 2025 [5] Group 3: Future Outlook - Delta's CFO anticipates that the September quarter will show the best non-fuel unit cost performance of the year, with non-fuel unit costs expected to be flat to down compared to 2024 [5] - The easing of hostilities between Israel and Iran has contributed to the decline in oil prices, which may further support Delta's financial performance in Q3 2025 [5]

Group 1: Southwest Airlines Performance - Southwest Airlines (LUV) shares increased by 8.1% to close at $37.35, with trading volume significantly higher than usual [1] - The stock's performance is in contrast to a 3.1% gain over the past four weeks [1] Group 2: Industry Context - The positive movement in Southwest's stock is attributed to optimism in the airline industry following Delta Air Lines' better-than-expected second-quarter 2025 earnings results [2] - Delta's earnings and revenue exceeded expectations, and the restoration of full-year guidance has pleased investors [2] Group 3: Earnings Estimates and Trends - Southwest's consensus EPS estimate for the upcoming quarter has been revised down by 20.3% over the last 30 days [4] - A negative trend in earnings estimate revisions typically does not lead to price appreciation, indicating potential caution for future stock performance [4] Group 4: Comparison with JetBlue Airways - JetBlue Airways (JBLU) also saw a stock increase of 7.8% to close at $4.56, but has returned -13% over the past month [5] - JetBlue's consensus EPS estimate has changed by -85% over the past month to -$0.31, reflecting a significant decline from the previous year [6]

Falling Oil Prices Falling oil prices are adding strength to the airline stocks and ETFs. Delta's fuel expenses dropped 11% year over year, with per-gallon costs down 14%, easing pressure on margins. The air carrier restored its 2025 guidance, which it had suspended after the first-quarter 2025 earnings report. DAL expects earnings of $5.25-$6.25 per share. The Zacks Consensus Estimate is pegged at earnings of $5.11. Further, Delta signaled strong momentum in the airline industry. It reported that bookings ...