earnings
confidence high
sentiment positive
materiality 0.85
Delta Q3 adjusted EPS $1.71 beats; record revenue; guides Dec Qtr adj EPS $1.60-$1.90
DELTA AIR LINES, INC.
2025-Q3 EPS reported
$5.80
revenue$47,361,000,000
- GAAP EPS $2.17, adjusted EPS $1.71 (up 14% YoY); adjusted revenue $15.2B (+4.1% YoY).
- December quarter outlook: operating margin 10.5%-12%, adj EPS $1.60-$1.90; FY adj EPS ~$6.
- Free cash flow outlook $3.5-$4B; adjusted net debt down $2.4B YTD to $15.6B.
- Premium revenue +9% YoY, loyalty +9%, AmEx remuneration $2B (+12%).
- Domestic passenger revenue +5% YoY; corporate sales +8% YoY.