---
schema_version: "secwatch.filing_event.v1"
accession: "0000027904-26-000008"
form_type: "8-K"
ticker: "DAL"
cik: "0000027904"
company_name: "DELTA AIR LINES, INC."
filed_at: "2026-01-13T23:59:59+00:00"
generated_at: "2026-05-16T10:44:21.256649+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0000027904-26-000008
- form_type: 8-K
- ticker: DAL
- cik: 0000027904
- company_name: DELTA AIR LINES, INC.
- filed_at: 2026-01-13T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 1.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/27904/000002790426000008/0000027904-26-000008-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/27904/000002790426000008/dal-20260112.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000027904-26-000008
- JSON: https://secwatch.observer/filing/0000027904-26-000008.json
- Plain text: https://secwatch.observer/filing/0000027904-26-000008.txt

## Key facts
- Material Agreements
  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
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/27904/000002790426000008/0000027904-26-000008-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.