Delta Raises Revenue Outlook as Iran War Drives Jet Fuel Surge and Higher Airfares

Delta Air Lines bumped up its first-quarter revenue growth forecast on Tuesday, pointing to solid spring demand that’s countering a spike in jet fuel prices linked to the Iran conflict. American Airlines boosted its guidance as well, sparking a recovery in airline stocks following a rough stretch driven by rising oil costs.

Dow Jones Today: Fed Looms as Oil Shock Keeps Wall Street on Edge

Dow Jones Today: Fed Looms as Oil Shock Keeps Wall Street on Edge

On Tuesday, the Dow Jones Industrial Average pushed higher, staying north of 47,000 as traders watched for the Federal Reserve’s policy announcement and shrugged off another jump in oil prices linked to the Middle East conflict. The index added 125.40 points, or 0.27%, to finish at 47,071.81 based on delayed Reuters/LSEG figures. The S&P 500 moved up 0.36%, and the Nasdaq tacked on 0.41%.
US Stock Market Open Today: Oil Slumps, Futures Rise Before Oracle and CPI

US Stock Market Open Today: Oil Slumps, Futures Rise Before Oracle and CPI

Stock futures in the U.S. edged higher early Tuesday, following comments from President Donald Trump on the Middle East conflict that pushed oil lower and gave a lift to travel stocks. As of 5:14 a.m. ET, Dow e-minis showed a 0.44% gain, S&P 500 e-minis matched that move, and Nasdaq 100 e-minis advanced 0.54%. American and Delta each picked up over 1% before the bell; Occidental slipped 2.5%.
Airline stocks to watch after Iran strikes: United, Delta, IAG, Lufthansa hit by oil and flight disruption risk

Airline stocks to watch after Iran strikes: United, Delta, IAG, Lufthansa hit by oil and flight disruption risk

Saturday’s U.S. and Israeli strikes on Iran snapped weeks of uneasy diplomacy, pulling markets back into the conflict investors had been warily watching. With exchanges closed for now, travel and transport stocks—often hit hard by jet fuel costs and unexpected delays—look poised for a rocky Monday open.
Delta Air Lines stock jumps nearly 5% as oil slides — what DAL traders watch next

Delta Air Lines stock jumps nearly 5% as oil slides — what DAL traders watch next

Delta Air Lines shares surged 4.84% on Monday, closing at $69.08 and beating most major U.S. carriers amid a broad rally in airline stocks. In early Tuesday premarket trading, the stock slipped 0.1% to $69.01 as of 4:30 a.m. EST. Monday’s volume reached 10.1 million shares, well above the 50-day average of 7.7 million. Delta remains 5.58% below its 52-week high set on Jan. 6. Meanwhile, United Airlines Holdings Inc. climbed 4.92%, Southwest Airlines Co. gained 4.46%, and American Airlines Group Inc. rose 2.93%.
Rolls-Royce share price in focus: Delta Airbus order and buyback filing tee up London open

Rolls-Royce share price in focus: Delta Airbus order and buyback filing tee up London open

Rolls-Royce shares could see action at Thursday’s London open following Delta Air Lines’ announcement of a 31-aircraft order for Airbus widebody jets, with deliveries kicking off in 2029. Delta CEO Ed Bastian highlighted that the new planes would “enhance our capabilities and elevate our premium offerings.” Airbus North America chief Robin Hayes added the jets would “power their global growth.”
Boeing stock jumps as deliveries hit 7-year high and orders beat Airbus

Boeing stock jumps as deliveries hit 7-year high and orders beat Airbus

Boeing shares jumped 2.6% to $246.04 in Tuesday afternoon trading following the announcement of its highest annual jet deliveries since 2018. The planemaker reported 600 aircraft delivered in 2025, a 72% increase, and net orders—bookings after cancellations—hit 1,075, surpassing Airbus’ 889. Airbus, however, still led in deliveries with 793 jets. Boeing’s finance chief said the company expects to generate positive cash flow in 2026, supported by increased commercial deliveries.
13 January 2026