DAL Capacity for Tariff Turbulence, 'Last to Feel' Impacts

Delta Airlines (DAL) rallied after reporting an earnings beat despite scrubbing its 2025 guidance. Ben Mutzabaugh says 80% of Delta's international customers are flying from the U.S., which adds a layer of tariff resiliency. Additionally, Meghna Maharishi says the company's premium and international travelers increased on the quarter.

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