Demand StrengthDemand rebounded strongly after the shutdown, with year-end holiday bookings described as 'strong' and early 2026 bookings as 'really strong.'
Earnings Volatility ReductionDelta Airlines is positioned to reduce earnings volatility and sustain margin expansion, which could lead to a higher valuation.
Revenue DiversificationDelta Airlines has successfully reduced its reliance on low-margin main cabin revenues by diversifying through cabin segmentation, loyalty programs, and MRO operations.