Jul 10, 2026 · 7 min
Delta defies high fuel costs as private equity targets EasyJet
Delta and WD-40 Climb; EasyJet and Apollo Latest
This episode highlights how resilient consumer demand and private equity capital are reshaping the aviation sector and driving unexpected stock surges in legacy brands.
- 1Delta Air Lines offsets record jet fuel costs through robust international demand and premium ticket sales.
- 2Apollo Global Management intensifies European aviation consolidation with a 5.7 billion pound bid for EasyJet.
- 3WD-40 Company demonstrates surprise market strength by upgrading its full-year sales forecast to spark a stock surge.
Don't miss
The discussion of WD-40's surprising public market success and upgraded full-year sales forecast.
The brief
Delta Air Lines is defying record-high jet fuel costs by leaning heavily into premium and international travel, proving that affluent passengers are still highly willing to pay up for upgraded flying experiences.
Meanwhile, the European aviation sector is heating up as Apollo Global Management tables a superior 5.7 billion pound bid for EasyJet, signaling intense private equity appetite for low-cost carriers.
In a surprising public market twist, WD-40 Company saw its stock surge after upgrading its full-year sales forecast, proving that even mundane household brands can deliver exceptional market momentum.
What was said on this episode
4 statements · 3 positive · 1 mixed
Apollo has made a $7.7 billion bid for EasyJet.
“The budget airline receiving a fresh bid from private equity firm Apollo for $7.7 billion.”
Listen at 3:06
Apollo and Castle Lake may enter a bidding war for EasyJet.
“it is definitely setting up these two investment firms in a possible bidding war for EasyJet”
Listen at 3:20
Apollo is on course for a record year of acquisitions.
“They're on course for a record year of acquisitions. Deals announced. $27.6 billion worth of deals from Apollo.”
Listen at 4:03
WD-40 is raising its full-year net sales forecast.
“WD40 boosting its net sales forecast for the full year”
Listen at 4:43
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Listen to the full episode and explore every guest, topic, and moment on PodLume.