Airline earnings Q3 2026: record revenue, fuel takes the profit
Airline earnings for Q3 2026: Delta, United and Southwest stayed profitable, American and Alaska lost money. Record revenue at four of them — and fuel up over 60%.
Active Flights · Blog
#fuel
3 articles tagged #fuel.
Articles
The 2026 fuel shock: airline profits halve, and the schedule becomes the margin defense
IATA now sees 2026 industry net profit at $23B — roughly half of last year — as jet fuel jumps from $90 to $152 a barrel. Demand is still strong and carriers are beating estimates. For investors, the gap between the two is the whole story.
SAF and the permanent fuel premium: what ReFuelEU is changing in 2026
Europe's SAF mandate is ramping, sustainable fuel still costs three to four times conventional jet fuel, and supply sits at a handful of airports. That combination is quietly reshaping network economics — and adding another airport-level dataset to the schedule.