Delta Air Lines posted stronger-than-expected second-quarter results, reporting adjusted net income of $1.37 billion and adjusted earnings of $2.10 a share, four cents above analyst estimates. Adjusted revenue reached $15.51 billion, while GAAP revenue edged 0.1% lower year-on-year to $16.65 billion as tariff-related uncertainty lingered. Chief Executive Officer Ed Bastian said the consumer pullback seen earlier in the year is "starting to wane," noting that premium-cabin sales are outpacing main-cabin receipts and corporate travel remains steady. Passenger revenue rose to $13.87 billion despite a modest reduction in inbound European traffic. On the back of the improving demand outlook, the carrier reinstated full-year earnings guidance of $5.25 to $6.25 a share—above Wall Street’s $5.11 consensus—and projected third-quarter earnings of $1.25 to $1.75 a share with flat to slightly higher revenue. The company will also raise its quarterly dividend by 25% beginning in the third quarter. Signs of a broader recovery are emerging across the U.S. airline sector. Southwest Airlines missed revenue expectations at $7.24 billion but introduced a full-year profit target as bookings improve, while Alaska Air Group restored its own guidance after a pickup in business travel. Investors will watch upcoming reports from American Airlines and others for further confirmation of the rebound.