United Airlines on Wednesday forecast a higher-than-expected profit in the fourth quarter on the back of robust demand for premium travel and improved pricing power. ...

Core Insights - Delta Air Lines reported better-than-expected quarterly earnings, with a strong outlook for luxury travel demand and rising airfares through 2025 and early 2026 [2][3] Financial Performance - In Q3, Delta achieved $16.7 billion in revenue, a 6% year-over-year increase, and $1.7 billion in operating income, up 21%, with an operating margin of 10.1%, an increase of 1.2 percentage points [3] - The airline anticipates record earnings in Q4, projecting an adjusted profit of $1.60 to $1.90 per share [3] Booking Trends - Delta experienced a 9% year-over-year increase in premium bookings and an 8% increase in corporate bookings, with premium sales reaching $5.8 billion, nearly matching economy travel revenue, which fell 4% to $6 billion [4] - The airline's president indicated that revenue from high-end travel is expected to surpass main cabin revenue by 2026 [4] Industry Context - The report is seen as broadly positive for the US airline industry, which has faced challenges over the past year [4] - Despite a government shutdown affecting air traffic controllers and TSA officers, Delta has not yet experienced operational impacts, although potential future effects were noted [5] Market Reaction - Following the earnings report, Delta's shares rose by 4.3%, while rival United Airlines increased by 3.3%, although American Airlines saw a 1.6% decline [7]

We're back on Morning Trade Live. Let's focus on Delta Airlines. Shares are flying this morning and moving the rest of the airline segment higher as well after Delta reported earnings.Third quarter revenue growing 4% and Delta CEO Ed Bassian saying the company's momentum sets Delta up to deliver another strong quarterly report in January. So, let's just take a look at some of these airlines today because Delta has certainly been among the winners on the session today, up 4%. United Airlines also higher by a ...