Ahead of Delta Air Lines (DAL) fourth quarter earnings report this Friday, Bloomberg Intelligence senior aerospace defense and airlines industry analyst George Ferguson joins Seana Smith and Brad Smith on Morning Brief to outline his expectations for the airline’s quarterly results.
“What we’ll watch very closely is going to be Delta’s yield [price paid per mile flown],” Ferguson says, noting, “We think they will continue to edge over.”
The analyst believes Delta’s “saving grace” will be the decline in fuel prices: “We think that will add, I think, 400 basis points or so to their margins. So that’s going to be… the bright spot in the market.”
Beyond the price per mile flown and a decline in fuel costs, “a big portion of what we’re going to watch at Delta is how demand is holding up [and] how fares are holding up,” Ferguson adds.
Watch the video above for more from the analyst about Delta and the airline industry in 2025.
To watch more expert insights and analysis on the latest market action, check out more Morning Brief here.
This post was written by Naomi Buchanan.
