Delta Air Lines posts $20.19B revenue in Sept quarter; adjusted EPS $1.72, FY EPS view $5.10–$5.60

Boeing's 737 MAX 10 received FAA certification on 20 October 2026, allowing deliveries to begin. Delta Air Lines ordered 100 MAX 10s with options for 30 more, starting in 2027. The aircraft offers competitive range and unit economics, targeting medium-haul markets. WestJet will be the first to operate it. Certification enables Boeing to compete with Airbus's A321XLR in the single-aisle market, but operational performance and delivery timelines remain key uncertainties.

Delta Air Lines signed a 20-year lease for 6 gates at Tampa International Airport's new $1.5B Airside D terminal, which will include a Delta Sky Club. The terminal, set to open in 2029, will expand the airport's capacity to 35M passengers annually. Delta's commitment positions Tampa as a potential international gateway for the airline, with the new facility including a Federal Inspection Services area for processing international arrivals.

The FTC is investigating nine companies, including Delta, United, and JetBlue, over potential 'personalized pricing' tactics. Airlines deny using personal data to set fares, citing market conditions and demand. Concerns persist due to past incidents and dynamic pricing practices. The FTC focuses on disclosure rather than the practice itself.

Delta, United, and JetBlue must provide the FTC with details on their pricing practices by December 12. The FTC is investigating whether personal data and loyalty programs influence ticket prices. Delta and JetBlue have previously denied using personal data for individualized pricing. The inquiry may not immediately affect ticket prices or lead to public disclosures.

The FTC has requested pricing data from Walmart, Uber, Delta, and six other companies to investigate personalized pricing practices. The agency seeks information on how consumer data is used to set individual prices, wages, and job offers, aiming to publish a study on the topic. FTC Chairman Andrew Ferguson suggested enforcement may follow, as states like New York have already implemented restrictions on such practices.

The FTC has ordered Walmart, Target, and seven other companies to provide information on individualized consumer pricing and variable worker pay. The inquiry focuses on whether prices differ based on loyalty programs or algorithmic analysis of personal data. Companies have 45 days to respond. FTC Chairman Andrew N Ferguson emphasized transparency in pricing and worker compensation methods.