Delta Q4 GAAP EPS $1.86; orders 30 Boeing 787-10s; FY26 EPS guidance up 20%

DELTA AIR LINES, INC.

2025-FY EPS reported $7.66 revenue$63,364,000,000

Q4 GAAP revenue $16.0B, operating income $1.47B; adj. EPS $1.55; full-year adj. EPS $5.82.
FY26 EPS guidance $6.50-$7.50 (midpoint +20% YoY); 1Q26 revenue growth 5-7% vs prior year.
Agreement to purchase 30 Boeing 787-10 aircraft plus 30 options; deliveries start 2031; GEnx engines; financing secured.
FY25 record revenue $58.3B (adj.), free cash flow $4.6B; FY26 free cash flow forecast $3-$4B; gross leverage 2.4x.
MRO revenue grew 25% in FY25; expects >20% growth in FY26; reporting changes separate MRO from core unit costs.

item 1.01 item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

DELTA AIR LINES, INC. entered into a asset purchase with The Boeing Company (effective 2026-01-12).

Action: entry
Agreement: asset purchase
Counterparty: The Boeing Company
Effective: 2026-01-12

Exact text from the filing

On January 12, 2026, Delta Air Lines, Inc. (“Delta”) entered into a definitive agreement with The Boeing Company to acquire 30 Boeing 787-10 aircraft, with an option to purchase up to an additional 30 of the same aircraft.

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307 material agreements filed in the last 30 days. Browse all material agreements →

DELTA AIR LINES, INC. filing history →

Source: SEC EDGAR

accession 0000027904-26-000008

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