secwatch.observer — SEC 8-K summary
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Issuer:     DELTA AIR LINES, INC. (DAL)
CIK:        0000027904
Form:       8-K
Filed at:   2026-07-10T10:30:10+00:00
Accession:  0000027904-26-000029
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Delta Q2 adjusted EPS $1.56, revenue $17.7B (+14% YoY); guides Q3 EPS $2.00-$2.50, raises dividend 15%
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- GAAP EPS $2.44, adjusted EPS $1.56; adjusted operating margin 8.8% vs prior year 13.3%.
- Record adjusted revenue $17.7B (+14% YoY) on ~1% capacity growth; unit revenue (TRASM) up 12.4%.
- September quarter guidance: revenue up mid-teens, operating margin 11-13%, EPS $2.00-$2.50.
- Full-year 2026 guidance affirmed: adjusted EPS $6.50-$7.50, free cash flow $3-$4B.
- Dividend increased 15% starting September quarter; adjusted net debt reduced $709M to $13.6B.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/27904/000002790426000029/0000027904-26-000029-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/27904/000002790426000029/dal-20260710.htm
  HTML page:      https://secwatch.observer/filing/0000027904-26-000029

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer