Wall Street added to its recent milestones Thursday as market indexes closed at all-time highs after Delta Air Lines kicked off earnings season with a solid outlook for the rest of 2025, spurring an airline stock rally.

The S&P 500 rose 0.3%, inching past the record it set last week after a better-than-expected June jobs report.

The Nasdaq composite edged up 0.1%, enough of a gain to notch a new high for the second day in a row. The Dow Jones industrial average finished 0.4% higher.

Delta surged 12%, bringing other airlines along with it, after beating Wall Street’s revenue and profit targets. Delta is the dominant carrier in Minnesota and runs a hub at MSP airport.

Delta’s encouraging report boosted the entire airline sector. United jumped 14.3%, American climbed 12.7%, JetBlue gained 7.8% and Southwest finished 8.1% higher.

Conagra Brands fell 4.4% Thursday after the maker of Slim Jim, Swiss Miss and other food products reported earnings and revenue that fell short of Wall Street’s estimates.

Helen of Troy, the company behind Hydro Flask water bottles and OXO kitchen tools, sank 22.7% after its latest quarterly results came in below Wall Street’s forecasts.

Shares in AZZ rose 5.5% after the electrical equipment maker’s latest quarterly earnings topped analysts’ forecasts.

Earnings season shifts into high gear next week with JPMorgan Chase, Wells Fargo and Citigroup among the big banks due to report their results on Tuesday.

Beyond airlines, most of the sectors in the S&P 500 notched gains Thursday, led by banks and consumer-focused companies. JPMorgan and McDonald’s each rose 1.8%.

Technology and communication services stocks were the only laggards. Autodesk fell 6.9% and Netflix ended 2.9% lower.

Shares of WK Kellogg vaulted 30.6% after Italian candy maker Ferrero agreed to acquire the cereal company in a deal valued at roughly $3.1 billion.

Shares in mining company Freeport-McMoRan rose 3.6% after President Donald Trump said a 50% tariff on copper imports would take effect on Aug. 1. The price of copper rose 1.9% to $5.59 per pound.

All told, the S&P 500 rose 17.20 points to 6,280.46. The Dow added 192.34 points to 44,650.64. The Nasdaq gained 19.33 points to 20,630.66.

Bond yields mostly rose, although the yield on the 10-year Treasury held steady at 4.34%.

— Associated Press