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Delta expects $5.10-$5.60 EPS and ~$2.5B free cash flow for 2026 amid projected $4.25 fuel

Market context: USO: Delta's projected $4.25 fuel price reflects expectations on jet fuel/crude costs, relevant to oil markets. Delta's assumption of $4.25 fuel for 2026 provides a demand-side anchor for crude/jet fuel pricing.

Why it matters

USO (US Oil Fund) · Why linked: Delta's projected $4.25 fuel price reflects expectations on jet fuel/crude costs, relevant to oil markets. Market context: Delta's assumption of $4.25 fuel for 2026 provides a demand-side anchor for crude/jet fuel pricing.

How USO usually react

This story is too recent for its own reaction record — we score each asset against the actual price move 24h after publication. These are the long-run figures across every event we have tracked for them.

AssetEventsAvg max moveClosed lower
USO3+1.40%33%

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