达美航空因燃油成本飙升下调2026年利润预测，CEO称需求依然强劲
Delta Air Lines cuts 2026 forecast on fuel surge, but CEO says demand is still strong
Delta Air Lines has lowered its 2026 profit forecast due to soaring fuel costs, lowering its full-year adjusted earnings per share forecast to $5.10 to $5.60 from $6.50 to $7.50. The company also lowered its free cash flow forecast to $2.5 billion from a maximum of $4 billion, and third-quarter adjusted earnings per share and revenue fell short of analysts' expectations for the first time in two years. The CEO said that rising fuel costs are driving up ticket prices, but travel demand remains strong, and fourth-quarter revenue is expected to increase by 20% year-on-year.
Delta Air Lines has lowered its profit and cash flow forecasts due to soaring fuel costs, indicating that energy price pressures are being transmitted to the corporate side and fares, but the demand side remains resilient. This provides the market with microscopic clues to observe the stickiness of inflation and the policy path of the Federal Reserve. If relevant data strengthens the spillover of high oil prices to core inflation, it may affect the risk pricing of the US dollar and gold.
达美因燃油成本近乎翻倍下调全年盈利和现金流预测，但高票价未抑制旅行需求，反映其成本转嫁能力与燃油风险并存。
来源：CNBC Top News · cnbc.com