earnings
confidence high
sentiment negative
materiality 0.85
Delta cuts Q1 2025 guidance: revenue growth 3-4% (from 7-9%), adjusted EPS $0.30-$0.50
DELTA AIR LINES, INC.
- Revised Q1 2025 guidance: revenue growth 3–4% (prev 7–9%), operating margin 4–5% (prev 6–8%).
- Adjusted EPS now $0.30–$0.50 vs $0.70–$1.00 prior; GAAP EPS $0.40–$0.60 including ~$0.10 MTM hit.
- Softness driven by reduced consumer and corporate confidence, macro uncertainty hitting domestic demand.
- Premium, international and loyalty revenue trends are consistent with expectations and show diversified strength.