earnings
confidence high
sentiment neutral
materiality 0.75
Delta Q2 adj EPS $2.10, revenue record $15.5B; restores FY guidance, raises dividend 25%
DELTA AIR LINES, INC.
2025-Q2 EPS reported
$3.63
revenue$30,688,000,000
- GAAP EPS $3.27; adjusted EPS $2.10 vs $2.36 YoY; adjusted operating margin 13.2%.
- Record adjusted revenue $15.5B (+1% YoY) on 4% capacity growth; TRASM down 3%.
- September quarter guidance: EPS $1.25-$1.75, operating margin 9%-11%, revenue flat to +4% YoY.
- Full year 2025 guidance restored: EPS $5.25-$6.25, free cash flow $3-$4 billion.
- Quarterly dividend increased 25% starting September quarter; $2B free cash flow in H1 2025.
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