DAL · 10-Q · 2026Q2 · Full report

Passenger Regional Mix

DELTA AIR LINES, INC. · 2026-07-10 · Importance 31 · Surprise 32 · In source text

International passenger revenue increased 8% in the June 2026 quarter versus the prior year, driven by stronger demand to London and European leisure markets in the Atlantic region. Latin America revenue growth reflected strength to the Caribbean but was partially offset by lower capacity to Mexican leisure destinations due to civil unrest in several locations earlier in 2026. Pacific region revenue growth was supported by continued growth in South Korea via the joint venture with Korean Air and by increased China capacity. Domestic passenger revenue increased 15% in the quarter on a ~2% increase in capacity and pricing strength across multiple customer cohorts.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuenegativerealizedThree months ended June 30, 2026 passenger load factor: 84.8% versus 85.5% prior period (down 0.7 points).
revenuepositiverealizedDomestic passenger revenue for the six months ended June 30, 2026 increased 11% on 2% higher capacity compared to the six months ended…
revenuepositiverealizedInternational passenger revenue for the six months ended June 30, 2026 increased 7% on 1% higher capacity compared to the six months ended…