Delta vs United: Premium Boom, Economy Squeeze
Photo Credit: A Delta Air Lines Airbus A350 landing in Brisbane. Brisbane Airport Corporation / Josh Woning
It's earnings season, and this week on the Airline Weekly Lounge, Jay Shabat and Meghna Maharishi break down Q4 2025 results from United and Delta.
They compare operating margins, unpack how fuel price differences shaped the quarter, and dig into what United’s call revealed about demand, costs, and competitive pressure points.
On the Delta side, they cover the airline’s push to diversify revenue through areas like MRO, cargo, and loyalty, plus what Delta’s new widebody order signals for fleet and network strategy.
Listen to the Episode Here:
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Airlines Sector Stock Index Performance Year-to-Date
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