O
Orion Air
AirlineWikipedia
2
MENTIONS
1
EPISODES
1
PODCASTS
Search complete. 2 mentions across 1 episode found for "Orion Air".
Sep 3, 2026
Come Fly with Me! Delta Air Lines, The World’s Biggest Airline Discusses Why it’s Not the Business Warren Buffett Used to Avoid - With CEO, Ed Bastian.
S
13:31Simon BrewerHOST
So we've had sustained price decreases in real terms for a long time.
S
13:39Simon BrewerHOST
And are we now getting to the point, given where Delta's return on invested capital is, and you look at Orion Air for their financial operating model, which is very different at a customer level, but as an operating model, would you say that we might be on the threshold of a shift to higher returns for the winners? Yeah.
E
14:00Ed BastianGUEST
No question about it.
E
14:02Ed BastianGUEST
And the reason why is those airlines are focused on the customer and they're focused on their brand and the service quality that they're providing, not just their transportation company.
E
15:25Ed BastianGUEST
So we're providing a more premium experience, a more premium product.
E
15:30Ed BastianGUEST
Delta One, every new plane we bring was one third of the entire plane is in the premium cabin sections.
E
15:38Ed BastianGUEST
Very different than Orion Air, obviously, as you mentioned.
E
15:41Ed BastianGUEST
And that premium model, we've had to shift our business model.