Delta Air Lines cuts 2026 forecast on fuel surge, but CEO says demand is still strong

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  "detected_at": "2026-10-09T10:35:28+00:00",
  "company": {
    "name": "Delta",
    "domain": "delta.com"
  },
  "data": {
    "url": "https://www.cnbc.com/2026/10/09/delta-air-lines-dal-q3-2026-earnings.html",
    "title": "Delta Air Lines cuts 2026 forecast on fuel surge, but CEO says demand is still strong",
    "excerpt": "In this article Delta Air Lines missed earnings estimates for the first time in two years and slashed its 2026 profit outlook as high fuel prices persist, but CEO Ed Bastian said higher fares aren't turning off travelers. Delta on Friday forecast full-year earnings per share of between $5.10 and $5.60 on an adjusted basis, compared with its outlook in July, when fuel prices were lower, of $6.50 to $7.50 a share. The company's fourth-quarter guidance was below analyst estimates, too. Delta cut its free cash flow outlook for the year to $2.5 billion, from as much as $4 billion it expected in July. Still, Bastian said in an interview that fares have continued to tick up as the airline passes along much of a $6 billion increase in fuel costs this year, and that travelers keep booking. \"The consumer response continues to be quite strong. We're seeing it across all channels, all cabins of service, all geographies, business, leisure,\" he said. Delta forecast a 20% increase in revenue for the fourth quarter over the same period last year, more than the 16% rise in the third quarter, when adjusting for the airline's benefit from its refinery in Trainer, Pennsylvania, where it refines crude oil into jet fuel and other products, giving it an advantage over other carriers. \"Obviously the fuel pricing, the volatility of fuel prices have something to do with that,\" Bastian said. Delta is...",
    "summary": "Delta Air Lines reported third-quarter operating revenue of $20.19 billion.",
    "planning": false,
    "image_url": "https://image.cnbcfm.com/api/v1/image/108251232-1768234850403-gettyimages-2252637555-desisto-adeltaai251222_npUsY.jpeg?v=1768234906&w=1920&h=1080",
    "confidence": 0.95,
    "published_at": "2026-10-09T10:35:28Z",
    "article_sentence": "Operating revenue jumped 21% in the third quarter to $20.19 billion.",
    "amount_normalized": 20190000000
  }
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