PaxEx News

Cranky Flier • Andrew Bashuk

Delta and United post strong earnings as premium strategy lifts results; United cargo revenue rises on volume and yield

United reported a $805 million Q2 profit on $17.7 billion in gross revenue, citing strong cargo performance driven by higher volume and yield. The carrier highlighted expectations to recapture 80–90% of fuel-cost increases by Q3 and fully recover by Q4, supporting further profitability. Delta also reinforced premium-focused differentiation in its latest earnings coverage.

4 Sources

2026-07-17T11:13:53.029382-07:00

Skift

Delta to launch first nonstop LAX–Manila flights March 28, 2027, operated by the Airbus A350-900

17 Sources

2026-07-17T06:29:43.878614-07:00

FlightGlobal

United accelerates Boeing 737 MAX fleet transition: retires 80+ aircraft by 2027, completes Guam swap by Oct 2026, takes first 7

6 Sources

2026-07-17T04:28:15.786311-07:00

Paddle Your Own Kanoo

United Airlines offers free flight-change option to bypass Palm Beach’s Trump renaming

15 Sources

2026-07-16T09:14:00.591970-07:00

Passenger Experience News Timeline

Cranky Flier

4 sources

Delta and United post strong earnings as premium strategy lifts results; United cargo revenue rises on volume and yield United reported a $805 million Q2 profit on $17.7 billion in gross revenue, citing strong cargo performance driven by higher volume and yield. The carrier highlighted expectations to recapture 80–90% of fuel-cost increases by Q3 and fully recover by Q4, supporting further profitability. Delta also reinforced premium-focused differentiation in its latest earnings coverage.

2026-07-17T11:13:53.029382-07:00

Delta and United post strong earnings as premium strategy lifts results; United cargo revenue rises on volume and yield

Skift

None source

Allegiant, Long an OTA Holdout, Signs an Exclusive Deal With Expedia

2026-07-17T08:18:13.006380-07:00

Allegiant, Long an OTA Holdout

Skift

17 sources

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Delta to launch first nonstop LAX–Manila flights March 28, 2027, operated by the Airbus A350-900 Delta will begin its inaugural nonstop service between Los Angeles (LAX) and Manila on March 28, 2027, using the Airbus A350-900. The carrier says it will be the only U.S. airline flying directly between the two cities and frames the launch as a premium extension of its Asia-Pacific network.

2026-07-17T06:29:43.878614-07:00

Delta to launch first nonstop LAX–Manila flights March 28, 2027, operated by the Airbus A350-900

FlightGlobal

6 sources

❗️

United accelerates Boeing 737 MAX fleet transition: retires 80+ aircraft by 2027, completes Guam swap by Oct 2026, takes first 7 United says it will retire 80+ aircraft by 2027 while taking its first Boeing 737 MAX 10 delivery and expanding Starlink as part of a cabin refresh. The airline also accelerated its Guam Boeing 737 fleet transition, moving the schedule to complete the MAX 8 swap-out by Oct 2026—earlier than planned. Concurrently, United added four new nonstop routes and increased flights for 2026 college football games.

2026-07-17T04:28:15.786311-07:00

United accelerates Boeing 737 MAX fleet transition: retires 80+ aircraft by 2027, completes Guam swap by Oct 2026, takes first 7

AeroTime

1 source

Air New Zealand’s new CEO Nikhil Ravishankar: “We want to win on sleep” with SkyNest and onboard sleep strategy Air New Zealand CEO Nikhil Ravishankar says the airline will differentiate by “winning on sleep,” positioning SkyNest and sleep-focused onboard delivery as a core part of its strategy. The CEO frames improved in-cabin rest as central to the carrier’s value proposition and customer appeal.

2026-07-16T20:15:12.469773-07:00

Air New Zealand’s new CEO Nikhil Ravishankar: “We want to win on sleep” with SkyNest and onboard sleep strategy

Wall Street Journal

1 source

Airline loyalty points stockpile powering summer travel, valued at ~$38B A stockpile of airline loyalty points—valued by airlines at roughly $38 billion—is underwriting peak-season demand. With points balances effectively acting as a large, monetizable funding pool, airlines are using loyalty economics to sustain redemption activity and keep summer travel capacity filled.

2026-07-16T19:30:04.210576-07:00

Airline loyalty points stockpile powering summer travel, valued at ~$38B

Runway Girl

2 sources

Air New Zealand to retrofit 777-300ER cabins with new Business Premier, Economy seats and Panasonic Astrova IFE (from March 2027 Air New Zealand will upgrade its seven Boeing 777-300ERs starting March 2027, using a partial retrofit approach. The retrofit will bring new lie-flat Business Premier and redesigned Economy seating, retain the Premium Economy platform, and install upgraded inflight entertainment powered by Panasonic Avionics’ Astrova.

2026-07-16T13:42:22.706260-07:00

Air New Zealand to retrofit 777-300ER cabins with new Business Premier, Economy seats and Panasonic Astrova IFE (from March 2027

Skift

1 source

United CEO Scott Kirby: higher fares aren’t just about fuel—$9-ticket era is ending United Airlines CEO Scott Kirby said surging fuel prices aren’t the sole driver of higher airfares and that elevated pricing is likely to persist. The remarks signal a shift away from ultra-low fare expectations, reframing how United views demand, cost pressures, and pricing power.

2026-07-16T11:56:21.689279-07:00

United CEO Scott Kirby: higher fares aren’t just about fuel—$9-ticket era is ending

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