Delta Air Lines Rallies 23% Amid Tariff Pause, Frontier Airlines Withdraws 2025 Guidance; United Airlines Up 25%

Delta Air Lines (NYSE: DAL) experienced a rally of 23% following its recent earnings report, despite CEO Ed Bastian's admission that the airline cannot provide full-year guidance for 2025. The airline's performance is buoyed by a pause in tariffs imposed by the Trump administration, which has affected travel demand. Meanwhile, the airline ETF (JETS) rose 17% on the same day. In contrast, Frontier Airlines, the parent company of Frontier Airlines, has withdrawn its financial guidance for 2025 and warned of lower-than-expected revenue due to declining travel demand, leading to a reduction in capacity. This downturn follows a significant drop in demand for air travel in March, attributed to the ongoing impacts of tariffs. United Airlines has also seen a 25% increase in its stock, reflecting a broader market response to the evolving airline industry landscape.