Delta Air Lines is making a striking move that underlines its confidence in the global travel rebound.
The Atlanta-based carrier announced it’s ordering 30 Boeing 787 Dreamliner jets — its first direct purchase of that aircraft model — with options for 30 more, signaling a major expansion of its long-haul fleet. The deal marks a notable shift for Delta, which has leaned more heavily on Airbus in recent years.
Delta plans to deploy these fuel-efficient 787-10s on high-demand international routes, including transatlantic and South American flights. Each Dreamliner can carry up to 336 passengers and uses about 25% less fuel than the older planes it’s replacing, a boost for both passenger comfort and operating costs.
This announcement comes alongside Delta’s quarterly earnings update, where the airline reported better-than-expected results for the fourth quarter. Fourth-quarter revenue hit a record $58.3 billion, reinforcing the idea that travel demand — especially in premium cabins — remains robust.
Delta isn’t just buying planes — it’s also forecasting continued profit growth this year. The airline expects its 2026 adjusted earnings per share to land between $6.50 and $7.50, along with $3 billion to $4 billion in free cash flow, a range slightly below Wall Street projections but still signaling strength in bookings and corporate travel demand.
The Boeing order boosts Delta’s total backlog with the U.S. planemaker to 130 jets, including a previous order for 100 Boeing 737-10 aircraft. Boeing’s stock climbed on the news, hitting multi-year highs as investors cheered the confirmation of broad demand for its new widebody jets.
For Delta, the move isn’t just about aircraft — it’s about positioning for a future where well-heeled travelers and global routes help drive returns even as the broader airline industry faces challenges from uneven economic conditions and shifting travel patterns.
Wall Street Rally, Record Highs & Japan Surge: Markets Tune Out Iran Turmoil and Powell Probe
