economy

January 13, 2026

Delta CEO sees record earnings in reach again thanks to high-end travel demand

The airline said bookings are strong from both leisure customers and corporate travelers in the first few days of the year.

Delta CEO sees record earnings in reach again thanks to high-end travel demand

TL;DR

  • Delta forecasts adjusted earnings per share of $6.50 to $7.50 for the year, with potential for a record.
  • The airline is prioritizing growth in premium cabin seats over main cabin seats.
  • Premium ticket revenue rose 9% in Q4, overtaking main cabin revenue for the first time.
  • Delta expects first-quarter 2026 sales to increase by up to 7% and adjusted earnings between 50 cents and 90 cents per share.
  • CEO Ed Bastian cited robust travel demand, especially at the high end of the market, as a key driver.
  • Bastian expressed caution due to geopolitical uncertainties and domestic policy risks.
  • Delta posted a fourth-quarter profit of $1.22 billion, up 45% from the previous year.
  • The airline announced an order for 30 Boeing 787-10 Dreamliners, with deliveries starting in 2031.

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