Airline Stocks Soar Amid Market Rebound

Delta Air Lines, United Airlines, Estee Lauder, Albemarle, and Southwest Airlines are notable gainers among liquid option names on July 10th, with Delta up 6.12%, United up 8.31%, Estee Lauder up 4.95%, Albemarle up 3.45%, and Southwest up 1.22%.

Delta Air Lines (DAL) and United Airlines (UAL) were notable gainers among liquid option names on July 10th, with Delta up 6.12% and United up 8.31%. The surge in stock prices was driven by positive earnings reports and an optimistic outlook for the airline sector.

Delta Air Lines reported adjusted earnings per share (EPS) of $2.10 for the June quarter, exceeding the FactSet consensus estimate of $2.06 and Goldman Sachs’ estimate of $2.05 [2]. The airline also reinstated its full-year 2025 EPS guidance, projecting earnings of $5.25 to $6.25 per share, with the midpoint exceeding the consensus estimate of $5.38 [2]. This strong financial performance and positive outlook boosted investor confidence in Delta Air Lines.

United Airlines also reported positive earnings, with its stock rising 12.7% following the results. The airline sector as a whole benefited from Delta's strong performance, with Alaska Air (ALK) stock rising 9%, Southwest Airlines (LUV) stock rising 8%, and American Airlines (AAL) stock rising 14.3% [3].

The positive earnings reports and optimistic outlook for Delta Air Lines and the broader airline sector lifted investor sentiment and led to increased demand for airline stocks. The surge in stock prices reflects the market's confidence in the recovery of the airline industry and the potential for strong future performance.

References

[1] https://www.marketbeat.com/instant-alerts/filing-calamos-advisors-llc-buys-6886-shares-of-delta-air-lines-inc-nysedal-2025-07-05/
[2] https://www.investing.com/news/analyst-ratings/goldman-sachs-reiterates-buy-rating-on-delta-air-lines-stock-with-60-target-93CH-4129979
[3] https://finance.yahoo.com/news/united-american-southwest-all-surge-after-deltas-outlook-lifts-fortunes-for-us-airlines-144400677.html