More Mergers, More Activist Investors: Delta Execs See a Shakeup for Low-Cost Airlines
Delta executives expect a lift to their main cabin revenues as low-cost carriers continue to struggle.
Travel Industry Earnings Coverage
Don’t miss out on Skift’s in-depth coverage of earnings reported by public travel companies, including online travel agencies, hotel brands, airlines, and technology companies. Our earnings stories cut through the numbers to explain what’s really happening at companies and within the industry as a whole.
Premier Inn Owner on Activist Challenge: ‘We Are Open-Minded’
Premier Inn's owner said it's considering a strategy shift in response to criticisms by activist investor Corvex. But it may not reveal any changes until its next financial update in April.
Delta Sees More Consumer and Business Demand in 2026
Delta is reporting a strong start to the year, despite a rocky 2025 that saw airlines pull guidance and cancel flights due to the government shutdown.
Delta Air Lines to Order 30 Boeing 787 Dreamliners
Delta’s latest order is an unusual one for the carrier — the only Boeing widebody in its fleet is the 767, a much older aircraft. After experiencing a slew of safety and quality issues over the past few years, the order also signals renewed confidence in Boeing’s turnaround efforts.
More International Growth and a Spirit Merger? What to Expect From Airline Earnings
In 2026, expect more of the same for the airline industry — analysts think the premium boom will most likely continue and the ultra-low-cost carriers could flounder.
Navan Shares Plunge on Wider Losses and CFO Exit. But Wins Visa Account
Business travel platform Navan reported 29% revenue growth in its first earnings call as a public company, but the surprise departure of its CFO just months after going public has analysts seeking answers.
India’s DreamFolks Acquires Majority Stake in Dubai-Based Easy to Travel
DreamFolks is a classic case of why diversification is no longer a luxury but a necessity in the changing Indian travel landscape.
Inside the Global Push of India’s Travel Companies: What Their Latest Earnings Calls Reveal
Indian travel players are going global with their intimate knowledge of this segment of travelers. The shift is no longer a future bet, it's underway and much needed.
India’s Oberoi Hotels to Open 27 New Properties by 2030
The hospitality industry in general might be moving towards the mid-market segment, but The Oberoi Group is leaning hard into the luxury space, encouraged by growing middle class and high net worth travelers.
Minor to Launch Hotel REIT in Asset-Light Pivot
Minor International plans to float an real estate investment trust (REIT) in mid-2026. That will be a key way for the hospitality group to slash its hotel ownership.