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United Approached Delta Last Year About Merging Airlines

Delta leaders reviewed the proposal in preliminary due diligence, but the talks stalled as United pursued a broader consolidation strategy.

  • United Airlines CEO Scott Kirby approached Delta Air Lines CEO Ed Bastian last year to propose a merger combining two of the largest U.S. carriers, The Wall Street Journal reported Sunday.
  • Driven by an ambitious expansion strategy, Kirby sought to build a U.S. mega-carrier to compete globally, arguing that industry consolidation could address the trade deficit and benefit consumers.
  • Delta executives conducted preliminary due diligence on the proposal, assessing the merits of the unprecedented combination before ultimately rejecting the offer and moving on.
  • Kirby's subsequent attempt to merge with American Airlines was rejected earlier this year by American CEO Robert Isom as "anticompetitive." United and Delta generated more than 90 percent of industry earnings last year.
  • Antitrust hurdles remain a significant barrier to future mega-deals, with federal regulators and state attorneys general likely to oppose such consolidation. Kirby has since downplayed major deals, stating "consolidation is a low probability.
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Wall Street Journal broke the news in New York, United States on Sunday, July 26, 2026.
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