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Delta cuts 2026 earnings outlook as fuel costs rise, despite strong revenue and 29% cargo growth

Delta lowered its 2026 adjusted earnings-per-share forecast to $5.10-$5.60 from $6.50-$7.50, citing higher fuel costs. The airline reported third-quarter cargo revenue of $301 million, up 29% year over year, while JPMorgan said Delta’s fourth-quarter revenue guidance exceeded its prior forecast.

Discovered 2026-10-11T22:05:07.967466-07:00 | 2026-10-11T22:05:07.967466-07:00

Briefing

What Hype is tracking

Delta’s reduced 2026 EPS range signals how higher jet fuel costs are weighing on profitability, even as revenue trends remain strong.
Cargo revenue rose 29% year over year to $301 million in the third quarter, while JPMorgan viewed the fourth-quarter revenue outlook as stronger than its previous forecast.

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