NEWSLETTER
The roller coaster of President Donald Trump has caused some market instability in recent months. After delaying most of them, US actions are recovering, probably due to Trump's decision on the exemptions of certain high –tech products.
April 13, Trump rinse That technological products such as laptops and smartphones were not exempt, but were moving to a “cube” of different rates. He also announced that the semiconductors and the largest electronic supply chain would be reviewed in the next national security rates investigations.
Do not miss the move: Subscribe to the free newspaper of Thestreet
The tariff policies of President Trump have impacted several important industries, including consumer goods and industrial teams.
Although the aerospace industry generally avoids tariffs thanks to a long -standing agreement between the United States and Canada, recent threats, as a possible 25% tariff on Canadian and Mexican imports, have thrown a veil of uncertainty over the sector, information Reuters
In the midst of all chaos, a Canadian Airbus plant assembled a single hall Jet A220, uncertain if it would reach its planned buyer, Delta Air Lines (Dal) with or without a 25%rate. The rules of change in constant leave two possibilities: Delta could receive the plane without rates, or it could be duties to the United States government by parts made outside the United States.
The final decision on the tax in June is expected, when the aircraft is scheduled for delivery, according to the Cirium aviation analysis firm.
Getty images
Delta Air Lines publishes flat profits, uploaded in 2025 outlook
Delta Air Lines recently reported 2025 profits in the first quarter of GAAP operational income of $ 14.04 billion, almost flat compared to $ 13.75 billion in the same quarter of 2024.
While the income was placed on the plane, the most attention was called the company's projections for this year. Three months ago, Delta Air Lines forecast record profits, but those expectations are no longer maintained.
Related: the airline runs the risk of closing forever, canceling more flights
Delta Air Lines Ed Bastian CEO Recently said CNBC that there had been a “reduction in the broad confidence of the consumer and corporate trust.” The weakest reserves of what was expected caused the company to stop its plans to expand flights by 3% to 4% in the second half of 2025; Now, you will keep them for the year.
When asked if he still thinks that the US economy does not go to the recession, Bastian said that he is not sure but that “we are acting as if we are going to the recession” and that they are all taking a defense position.
No, we will not pay rates
During the first quarter of the company Profit callBastian was simple when he talked about the problem of the rate.
“The only thing you need to know, we are clear about, we will not pay tariffs for the delivery of aircraft we take,” Bastian told analysts. “These times are quite uncertain. And if you start putting an incremental cost of 20% above an aircraft, it is very difficult to make these mathematics work. So we have been clear with Airbus in that and we will work and we will see what happens from that.”
At the end of last year, Delta projected that he should receive 43 Airbus aircraft, many of which would come from outside the United States. Which means that if rates are imposed, dozens of aircraft scheduled for delivery this year could be delayed.
In a February interview with CNBC, the CEO of Airbus, Guillaume Faury, said the company could have to prioritize deliveries to non -American customers if tariffs interrupt imports.
Despite all turbulence, Delta Air Lines still hopes to remain profitable in 2025.
Related: The Japanese automobile manufacturer takes drastic measures in the midst of the US trade war
