{"schema_version":"secwatch.filing_event.v1","accession":"0001683168-23-007072","form_type":"8-K","ticker":"DAL","cik":"0000027904","company_name":"DELTA AIR LINES, INC.","filed_at":"2023-10-12T23:59:59+00:00","discovered_at":"2026-05-14T18:03:31.599856+00:00","generated_at":"2026-06-10T01:19:02.686990+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Delta reports record Q3 revenue; adjusted EPS $2.03; guides FY EPS $6.00-$6.25","bullets":["Record Sep quarter adjusted revenue $14.6B (+13% YoY); adjusted EPS $2.03 (+35% YoY); GAAP EPS $1.72.","Full-year FY23 guidance: revenue growth ~20% YoY, operating margin ~11.5%, adjusted EPS $6.00-$6.25, free cash flow $2B.","S&P upgraded Delta credit rating to BB+ with positive outlook; adjusted net debt $20.2B, down $2.1B from end of 2022.","Dec quarter outlook: revenue up 9-12% YoY, operating margin 9-11%, EPS $1.05-$1.30.","Balance sheet: repaid $3.7B debt YTD; expects >$4B for full year; free cash flow negative $250M in Q3."],"urls":{"canonical":"https://secwatch.observer/filing/0001683168-23-007072","json":"https://secwatch.observer/filing/0001683168-23-007072.json","markdown":"https://secwatch.observer/filing/0001683168-23-007072.md","text":"https://secwatch.observer/filing/0001683168-23-007072.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/27904/000168316823007072/0001683168-23-007072-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/27904/000168316823007072/delta_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-10T01:19:02.686990+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"979430bce495bd46cceef7829cc203af662153e7","claim":"DELTA AIR LINES, INC. reported September quarter 2023 results: revenue $15.5 billion, EPS $1.72. Guidance reaffirmed.","evidence_excerpt":"of 20 percent over 2022, and pre-tax earnings of over $5 billion, a near doubling over prior year earnings.” September Quarter 2023 GAAP Financial Results · Operating revenue of $15.5 billion · Operating income of $2.0 billion with an operating margin of 12.8 percent · Pre-tax income of $1.5 billion with a pre-tax margin of 9.8 percent · Earnings per share of $1.72 ·","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/27904/000168316823007072/0001683168-23-007072-index.htm","confidence":0.85,"family_label":"Earnings Releases","details":[{"label":"Period","value":"September quarter 2023"},{"label":"Revenue","value":"$15.5 billion"},{"label":"EPS","value":"$1.72"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}