Delta Air Lines announced on December 3, 2025, that the recent government shutdown is expected to reduce its December quarter pre-tax profitability by approximately $200 million, which equates to about 25 cents per share. The disclosure was made during a fireside chat at the Morgan Stanley Global Consumer & Retail Conference and detailed in a Form 8-K filing. Despite the financial impact, the airline conveyed a positive outlook, stating that demand for the fourth quarter remains healthy and that trends for early 2026 are strong. Delta also noted that after a temporary slowdown in November, travel booking growth has returned to initial expectations. One report indicated that the company's shares saw a modest rise in premarket trading following the announcement.