Delta Sees Strong Demand Into 2026 on Premium Travel Boost

Watch Delta Sees Strong Demand Into 2026 on Premium Travel Boost - Bloomberg on Dailymotion

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00:00We've got Delta crossing with a beat in terms of their expectation with their full year adjusted

00:05earnings per share at about six dollars versus the estimate of 525 to 625. So on the higher end,

00:12the estimate had been 580. We are seeing those shares pop up by more than five percent. A story

00:17of reacceleration that we have heard from United CEO. Similar story from Delta into the holiday

00:22season. Bloomberg's Benedict Campbell joins us now to give us some more insight. Benedict,

00:27how much is this a broad based resurgence versus concentrated at the front of the cabin?

00:33A lot of it is indeed at the front of the cabin. As you said, Delta and United have really pushed

00:38a lot of their business into that more lucrative end of the aircraft. And that's really where the

00:43money is made. We spoke to Ed Bastin, the CEO, head of the earnings, and he said, look, the demand is

00:48out there. It's really robust. The consumer is still prepared to spend. So there is really no

00:53slowdown there. But what you saw as well today in the numbers is the back of the cabin is also

00:58recovering. That's a tough end of the market. It's very hard fought after. You've got a lot

01:03of budget carriers pushing into that segment. But Delta did manage to achieve something of a

01:09turnaround also in the back. So across the aircraft, really a strong set of results for the company.

01:15So

01:21you