EPISODE · Jul 10, 2026 · 7 MIN
DAL Premium Customers Buoy Earnings, Fuel & Competative Headwinds Persist
from Schwab Network · host Schwab Network
"In the end, it always comes down to fuel" when it comes to airline earnings, says David Nelson. He explains how Strait of Hormuz volatility hits companies like Delta Air Lines (DAL) after the company posted an earnings beat. David notes Delta's premium customers offering insulation for strength, though he expects competitors to catch onto the trend. He outlines how the headwinds and tailwinds play into his big picture for Delta and other airlines.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
What this episode covers
"In the end, it always comes down to fuel" when it comes to airline earnings, says David Nelson. He explains how Strait of Hormuz volatility hits companies like Delta Air Lines (DAL) after the company posted an earnings beat. David notes Delta's premium customers offering insulation for strength, though he expects competitors to catch onto the trend. He outlines how the headwinds and tailwinds play into his big picture for Delta and other airlines.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
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DAL Premium Customers Buoy Earnings, Fuel & Competative Headwinds Persist
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