Why airfare could rise even more, but airline profits won't

Impact · against what's priced in

The outlook for US carriers remains bearish as anticipated Q4 guidance cuts suggest fuel costs are outweighing record revenue growth. While AAL's losses are already largely reflected in its depressed valuation, DAL faces a potential catalyst for downward revision if it confirms the industry-wide trend of lowering year-end earnings outlooks.

DAL−0.40: Challenges what's priced in
The price assumes: guided FY2026 EPS range of $6.50-$7.50

Why airfare could rise even more, but airline profits won't

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Why airfare could rise even more, but airline profits won't

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Why airfare could rise even more, but airline profits won't

What matters in this story

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Shippers Are Offering Sailors Up to $25,000 a Trip to Sneak Oil Out of the Gulf

Why airfare could rise even more, but airline profits won't

What matters in this story

Next reads from the same story arc

Shippers Are Offering Sailors Up to $25,000 a Trip to Sneak Oil Out of the Gulf

How each ticker is affected

Connected tickers

Track these names every morning.

Aramco Slashes Asia Oil Price, Saudi-Backed Forces Target Houthis, Super-Rich Leave UK

More Qatari LNG cargoes transit Strait of Hormuz despite ongoing risks

U.S. dollar hits months-long high against euro on European concerns

Volare Shipping Shares Jump on First Trading Day