BA The Boeing Company Loading... : Bullish and Bearish Analyst Opinions

From DAL earnings calls
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14:00
Jul 10
Ed Bastian CEO, Delta Air Lines, Inc. DAL Q2 FY26 call
Delta expects its non-fuel unit cost (CASM-ex) to normalize toward low single-digit growth as capacity growth normalizes in Q4, but the offset is that capacity growth is being restrained partially by fleet and engine availability issues. — This points to ongoing durability of pricing power as supply is constrained by OEM delivery delays and engine durability issues.
BA
HIGH
15:00
Jan 13
Ed Bastian CEO, Delta Air Lines, Inc. DAL Q4 FY25 call
The 787-10 has been selected for its 'category killer' unit cost economics, representing a step-change in margin improvement over the Boeing 767s it replaces. — The 787-10's superior efficiency could support Delta's long-term cost trajectory, while Boeing benefits from a high-profile endorsement of the airframe.
BA
HIGH

About BA Analyst Coverage

Buzzberg tracks BA (The Boeing Company) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Ed Bastian.