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despite quite a bit of geopolitical and macro uncertainty, demand is just holding in remarkably well even in the face of higher fares to help offset fuel. This just feels really different than what...
how is first half free cash flow tracking versus your original $3 billion to $4 billion full year target?
could you walk us through how you're thinking through sequential trends across each of your geographies in one Q, you know, on a RASM basis?
can you remind us how increasing shareholder returns fits into your capital allocation priorities?
what inning are we in that efficiency growth, and are there further tailwinds from this into next year?
Can you tell us by how much? And then maybe the converse of that, I know back in August when I was in Atlanta, we spoke about how you're adding you're doing some retrofits to add incremental Delta ...
despite a tough operational environment in the quarter, especially in Atlanta, the close of the quarter, your CASM ex came in line with plan. What else went better in the quarter to maybe offset so...
Can you just update us on where we should be thinking MRO revenue can get to over the coming years? Are you guys mostly caught up on the delayed maintenance from the COVID era on Delta Air Lines, I...
you're cutting capacity in the back half and based on 1Q actual and 2Q schedule, give or take, I think that means you'll increase capacity closer to 2% this year
I'd love to dig in on the greater piece of your greater than $7.35 full-year guide
Was there any one standout in terms of the magnitude of that improvement?
there were a couple of things you thought could drive upside to your EPS outlook in January, including a step-up in close in extra legroom purchases from corporate travelers
You beat your 4Q CASM guide pretty handily. What drove that? Anything shift out of the quarter we should be aware of
How does January booked RASM compare to 1 half February? And how do both of those time frames compare to that 9.5% base case guide
Are you able to share the EBIT contribution from the initiatives that you already booked in the third quarter? And then what you're incorporating in fourth quarter
Can you walk us through how you think about the guardrails to shareholder returns? You're within your 1 to 2.5x leverage target, 2.1x at the end of 3Q
I guess you said that it's tracking ahead of plan. Is that just a volume thing, the rate you're able to charge?
your guide implies an EBIT loss in the third quarter, which taken in conjunction with the first half means the majority of this year's expected EBIT will be produced in the fourth quarter. What dri...
Can you just walk us through, what's giving you confidence in achieving those initiative targets? And I really mean more on the revenue side
The 4Q RASM result you mentioned that the beat was driven in part by stronger holiday peak and then also the ramp of revenue management. Can you just help us think about broad strokes, how much eac...
do you expect the net of gain aircraft front and D&A for these sale leasebacks to also be EBIT positive? Or how do we think about that?
on the '26 punch list, like what are the opportunities you're most excited about?
should we see the most sequential improvement in domestic?
what's your view on what would happen to main cabin margins if there was a step function change in main cabin supply?
Can you just update us on pulling that tethered could CASM still be close to that 2Q reference point?
is there any segment in the premium cabins between Economy Plus, international Premium Plus or Polaris that would be -- the bulk of that upsizing
Can you just dig in a little on what went better in 2Q? And then what are the cost tailwinds you have in the back half to offset the flight attendant ratification headwind
can you give us any high-level thoughts on how much, you know, single act of God buffer lower nonfuel cost, and lower fuel each helped offset
just was hoping to get some more color on the puts and takes for '25. If you don't have a ratified flight attendant contract