What changed
Just 1 company out after the close: $DAL. Quiet tape, but Delta's the first big airline to report — read-through for the whole sector.
$DAL (Delta Air Lines) Adj EPS $1.72 vs $1.76 est — a 2.5% miss. GAAP matches at $1.72, no one-timers muddying it. Revenue $17.6B, up 5.5% yoy. Top line growing, bottom line just shy. THE WRAP: Delta's the lone reporter and it's a slight miss — revenue growth intact but EPS came in light. First airline print of the season sets a cautious tone for the group.