earnings
confidence high
sentiment neutral
materiality 0.75
Delta Q1 adjusted EPS $0.46, guides Q2 EPS $1.70-$2.30, cuts H2 capacity to flat
DELTA AIR LINES, INC.
2025-Q1 EPS reported
$0.37
revenue$14,040,000,000
- GAAP net income $240M ($0.37 EPS); adjusted net income $298M ($0.46 EPS). Adjusted revenue $13.0B, up 3.3% YoY.
- June quarter guidance: operating margin 11%-14%, EPS $1.70-$2.30, total revenue down 2% to up 2% YoY.
- Reducing H2 2025 capacity growth to flat YoY; full-year guidance withdrawn due to economic uncertainty.
- Record Amex remuneration $2.0B (+13% YoY); adjusted fuel price $2.45/gal (-11% YoY); adjusted net debt $16.9B.
- Expects to repay at least $3B debt in 2025; free cash flow $1.3B in Q1.