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Delta Air Lines (NYSE:DAL) takes cautious approach with premium LAX-Manila service
18 July 2026
2 mins read

Delta Air Lines (NYSE:DAL) takes cautious approach with premium LAX-Manila service

LOS ANGELES, July 18, 2026, 10:08 a.m. PDT

Delta’s new Los Angeles-Manila service would create between 1.46 billion and 1.63 billion available seat miles each year if operated daily at full capacity. The provisional estimate represents around 0.5% of second-quarter system capacity on an annualised basis.

The distance between Manila and Los Angeles is around 7,300 miles, representing a significant mileage total for a single daily flight.

Delta plans to launch three weekly flights starting March 28, 2027, with service expanding to daily flights from June 7. The phased rollout is aimed at limiting initial capacity exposure.

Delta’s two published A350-900 configurations each offer 80 Delta One and Premium Select seats. Daily flights would add up to 560 of these seats per week in both directions.

Delta’s cabin configuration aligns with its top revenue segment, as premium revenue grew 17% last quarter and overall system capacity was up roughly 1%.

Jeff Arinder, Delta vice president of network planning, said Manila was a logical addition. Los Angeles “home to one of the largest Filipino communities outside the Philippines,” he told AFAR. AFAR Media

Delta to be sole U.S. airline on nonstop route. Philippine Airlines, owned by PAL Holdings , currently operates the route and increased weekly flights from 14 to 18 in June.

The published schedules indicate a gradual entry into the market. These projections are based on Philippine Airlines maintaining its existing frequency until 2027.

Route measureMarch 28 to June 6From June 7
Delta flights per week, each direction37
Delta seats per week, each direction825–9181,925–2,142
Delta One and Premium Select seats240560
Delta’s share of non-stop flights14.3%28.0%
Annualized route ASMs, total both directions0.63–0.70 billion1.46–1.63 billion

Initial estimates. Seat counts are based on Delta’s two listed A350-900 configurations. ASMs are calculated by multiplying seats by approximately 7,300 operational miles. Shares of departures reflect the 18 weekly flights announced by Philippine Airlines as a baseline.

Delta would make up 28% of joint daily departures. Nonstop frequency overall would increase by about 39% over the Philippine Airlines baseline. The first three-flight schedule brings a more modest 17% rise.

The route receives additional domestic feed from Delta’s Los Angeles hub, which operates over 160 peak-day departures to more than 50 destinations.

Delta posted adjusted revenue of $17.7 billion for the second quarter, a rise of 14%. The carrier maintained its full-year adjusted earnings outlook at $6.50 to $7.50 per share.

U.S. markets did not trade on Saturday. Delta shares closed Friday at $84.17, falling 2.9% on the session. The stock declined 3.7% across the week.

The route will remain closed to passengers in 2026. Investor value is based on anticipated future premium demand and connecting traffic.

Risks are still focused on fuel, aircraft deployment and pricing. Philippine Airlines may respond by cutting fares or adding capacity. Delta’s adjusted fuel costs rose 77% last quarter.

The next sector assessment is set for Thursday, July 23, with American Airlines Group and Southwest Airlines scheduled to release second-quarter earnings. Investors will focus on updates regarding pricing, capacity, and fuel.

Roman Perkowski is a senior markets reporter at TS2.tech, specializing in stocks, technology and macroeconomic trends. A graduate of the Cracow University of Economics, he previously worked in investment research and corporate finance. His coverage helps readers understand the key forces driving global financial markets and emerging industries. Follow Roman Perkowski on Google News.

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