Overview

• The U.S. Department of Transportation revoked antitrust immunity for the alliance, ending the carriers’ ability to jointly set routes, pricing, and capacity on transborder flights.
• The unwinding deadline was extended to January 1, 2026, moving back the previously targeted October 25, 2025 date to allow a more orderly transition.
• The order points to slot confiscations, cargo restrictions at Mexico City’s airport, and a noncompliant slot-allocation regime as factors that unfairly advantaged the partners and harmed rivals.
• Code-sharing and reciprocal frequent‑flyer benefits will continue, and the airlines may cooperate as independent commercial partners without immunity.
• Delta is not required to divest its roughly 20% stake in Aeroméxico, and both carriers are evaluating next steps after warning the breakup could raise fares and reduce capacity.