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Fortune
Fortune
Nick Lichtenberg

Delta’s bet on wealthy Americans driving the economy is working: Premium seats are set to overtake main cabin for the first time in history

(Credit: Andrew Harnik—Getty Images)

Delta Air Lines delivered a robust set of financial results for the third quarter of 2025, posting record revenue and beating consensus forecasts for earnings, driven largely by continued strength in premium and corporate travel demand.

CEO Ed Bastian expressed optimism for the months ahead, projecting full-year adjusted earnings per share (EPS) to reach about $6, at the upper end of previous guidance. The company sees itself strategically positioned to expand margins, grow revenue, and capitalize on premium travel trends as it looks beyond 2025. The results from America’s most profitable airline underscored a marked tilt in passenger preference toward premium travel.

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