Overview

• Delta reported adjusted EPS of $1.71 on $15.2 billion in adjusted revenue, topping estimates and rising about 4% year over year.
• Fourth‑quarter guidance calls for adjusted EPS of $1.60–$1.90 with revenue growth of 2%–4%, and the company now targets about $6 in full‑year EPS.
• Premium revenue grew 9% to roughly 43% of passenger sales as main cabin fell 4%, with domestic unit revenue up 2% helped by improving corporate demand.
• Delta is pruning less profitable flying and plans to add more premium seats while scaling back main cabin capacity, as broader industry cutbacks, including Spirit’s retrenchment, bolster pricing.
• American Express remuneration reached $2 billion for the quarter, booking momentum accelerated over the past six weeks, shares rose about 5%–7% premarket, and executives reported no shutdown impact so far.