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Airlines Confidential · Wednesday, October 28, 2026

United Airlines Overtakes Delta in Quarterly Profitability and Margins

Scott McCartney and guest co-host Dave Hilfman reviewed third-quarter financial reports, revealing that United Airlines has caught and surpassed Delta Air Lines in profitability, posting a $1 billion profit and higher operating margins than Delta's $756 million profit.

tickerUALtickerDALpersonScott McCartneypersonDave HilfmanpersonScott KirbycompanyUnited AirlinescompanyDelta Air Lines

The tape

2 quotes
“I think we can finally say United caught Delta and actually passed Delta. Higher operating margin, higher net margin, fatter earnings.”
Scott McCartney
“United posted profits of about $1 billion. Not too shabby considering the cost of fuel. And Delta was at $756 million, so also not too shabby.”
Scott McCartney
Heard on Airlines Confidential — “360 - Scott McCartney with Guest Co-Host Dave Hilfman”, published Wednesday, October 28, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via deepinfra · $0.01
United Airlines Overtakes Delta in Quarterly Profitability and Margins — Heardvine