Delta Air Lines Inc at JPMorgan Industrials Conference Transcript

Mar 17, 2026 / 11:30AM GMT
Release Date Price: $58.71
Jamie Baker
JPMorgan Chase & Co - Analyst

Good morning, everybody. My name is Jamie Baker. I cover the US Airline Equities and Aircraft Leasing Equities at JPMorgan. I'm joined by my dear friend and colleague, Mark Streeter, who does the same thing, except on the credit side. And it's our pleasure to welcome you to the JPMorgan Industrials Conference.

I've said this in the past, but I keep hoping some year to look out at an empty room. Because all is right with the airline world and airlines are generating record levels of cash and achieving high-teens pretax margins. It doesn't look like this will be that year. So we'll keep plugging along.

My only ask of the audience is get engaged, ask good questions to management. Mark and I will obviously keep the Q&A on track, if necessary, but we're holding this event for you, not for us. So please don't be shy.

Mark, anything before we introduce Delta?

Mark Streeter
JP Morgan - Managing Director

Just a couple of things, number one, happy St. Patrick's Day. Number two, thank you

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