Overview
- Delta raised first‑quarter revenue guidance to high‑single‑digit growth and reaffirmed adjusted EPS of $0.50–$0.90 after estimating a roughly $400 million fuel hit.
- American projected more than 10% year‑over‑year Q1 revenue growth, said its adjusted loss will land near the lower end of prior guidance, and cited a similar fuel‑cost impact.
- United reported record bookings, said many fares rose 15%–20% in the past week, and plans to trim about 1% of capacity in May and June focused on lower‑demand flying times.
- Jet fuel has climbed roughly 50%–60% since late February to about $3.7–$3.9 per gallon (roughly $150–$200 per barrel), pressuring costs for largely unhedged U.S. carriers.
- Airlines are passing on costs through higher base fares and international surcharges, with legacy operators cushioned by premium demand as budget carriers face greater strain and some global peers cut flights.