Delta and United welcome improved US demand trends, after a choppy 1H2025

Two bellwethers of the US airline industry - Delta Air Lines and United Airlines - believe that an inflection in demand has occurred, after 1H2025 was mired in political and economic uncertainty.

Many factors are driving the improvement, including growing consumer confidence and a rational supply-demand environment in the US market.

For now, those airlines don't see any signs of a return to stability waning.

Perhaps US consumers have decided the potential for wild swings in diplomatic and economic policy are now just a fact of life, and are opting not to put travel plans on hold.