CNBC Top News·2 min read

Delta, American raise revenue guidance, citing growth in demand

Delta and American boost revenue forecasts amid rising demand.

Delta Air Lines and American Airlines have both raised their revenue expectations for the first quarter of 2026, driven by strong demand across various segments. Delta's CEO Ed Bastian highlighted that despite facing a $400 million hit from rising fuel costs, the airline is experiencing robust growth, with bookings up 25% year over year. American Airlines also revised its revenue growth forecast upwards, anticipating an increase of over 10% due to stronger-than-expected demand.

Key Takeaways

  • 1.

    Delta expects earnings per share between 50 to 90 cents for Q1 2026.

  • 2.

    American Airlines anticipates revenue growth of over 10%, up from a previous estimate of 7% to 10%.

  • 3.

    Both airlines are facing a $400 million hit from rising fuel costs.

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Delta, American raise revenue guidance, citing growth in demand | Trace