Sep. 11 at 5:16 PM
$DAL is trading with one issue front and center: fuel. Brent is back above
$100 on September 11, while Delta’s current Q3 outlook was built on the July 2 forward curve and assumed an all-in fuel price of about
$3.15 per gallon.
That makes the next update more important than usual. Demand has held up well, with Q2 adjusted revenue up 14%, and Delta still guides to
$6.50-
$7.50 in adjusted 2026 EPS.
$UAL faces the same industry-wide fuel pressure. My focus now is whether pricing and premium demand can keep offsetting the higher fuel bill.
Not financial advice. Do your own research.