Delta Air Lines reinstated a profit outlook for the year and said travelers are coming back, prompting its stock to surge amid a fresh sense of confidence in the beaten-down U.S. consumer.

There were some rough skies for a couple months there, but Delta seems to think it has now punched through to the other side.

Shares of Delta ( DAL) rose 10.0% in premarket trading. American Airlines ( AAL) rose 7.1% and United Airlines ( UAL) jumped 6.1%. Southwest Airlines ( LUV) showed a 1.9% gain, and JetBlue Airways ( JBLU) tracked 3.3% higher. Alaska Air Group ( ALK) gained 2.8%.

Analysts expect that airlines will have a tepid earnings season as tariff uncertainty and declining U.S. dollar weigh on the industry.

Delta Air Lines, the world’s largest carrier by revenue, reported upbeat second quarter results and reinstated its guidance as growing economic clarity deflects headwinds resulting from a global trade war.

Delta Air Lines regains momentum with raised guidance, dividend hike, and strong premium, loyalty growth. See why DAL stock is upgraded to buy.

Delta Air Lines restored its financial guidance for the year, months after scrapping its initial outlook in response to the ongoing global trade war.

Delta Air Lines' strong earnings and projected growth provided an early boom for the airline industry as the rest of the major carriers prepare to report.

The demand stabilization was enough to push Delta's top and bottom lines ahead of Wall Street expectations for the second quarter. Revenue was flat at $16.65 billion, in the quarter ended June 30, beating the $15.46 billion analysts were forecasting. Total revenue per available seat mile, a key industry metric, fell 4%, to 21 cents.

U.S. financial markets were uneven before the opening bell, even as Delta Air Lines kicked off earnings season with solid results and an improved outlook for the rest of 2025