Delta Will Do Just Fine With High Fuel Prices, CEO Says

• Delta sees strong travel demand and higher fares deep into 2026, especially in premium, corporate, and international segments.
• The airline achieved a 9% operating margin despite record fuel bills, indicating successful cost management and pricing power.
• CEO Ed Bastian believes oil prices will remain 'sticky' but not necessarily increase significantly, and airfares still have room to rise (10-15% below inflation post-COVID) without demand destruction.
• Delta's strategy focuses on being a 'loved consumer brand' by offering differentiated value, with consumers prioritizing seat comfort.

Delta Air Lines CEO Ed Bastian expresses strong confidence in travel demand, particularly for premium, corporate, and international segments, extending into 2026. Despite higher fuel prices, Delta maintained a 9% operating margin, demonstrating pricing power and a resilient high-end consumer base. The airline plans to continue its disciplined capacity strategy, focusing on profitable routes and premium offerings.