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Delta Air Lines expects premium seat sales to overtake economy by 2027, driven by luxury and corporate customer base expansion despite macroeconomic uncertainties

October 13, 2025 //  by Finnovate

Delta Air Lines expects its rapidly expanding luxury and corporate customer base to overtake the sales it gets from fliers who buy economy seats by 2027, and the trend may prove true for a quarter or two next year. Shares of Delta surged as much as 8% in premarket trade and traded 4% higher by after it unveiled quarterly earnings. A resurgence in travel demand in recent weeks should carry through the fourth quarter of this year, marking a turnaround from a turbulent start to 2025. Delta, the biggest U.S. airline by market capitalization, said broad improvement in sales trends has been seen over the past six weeks across all geographies. The pickup helped Delta’s revenue rise 6% to $16.67 billion in the third quarter from a year earlier, ahead of Wall Street expectations, boosted by premium cabin demand, corporate travel and its loyalty program customers. Delta expects the top line to keep climbing in the final stretch of 2025, providing an upbeat readout of holiday travel as other airlines get set to report earnings over the coming weeks. The carrier caters to higher-earning consumers who are still spending despite signs of turmoil in the economy and seeking out travel. Delta saw improvements across most of its product categories in the third quarter, particularly domestic main-cabin unit revenue, which rose 2% from a year earlier after falling 5% in the second quarter. The bottom line, meanwhile, got a lift from falling fuel prices.

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