Highest-materiality recent filing
GAAP EPS $2.44, adjusted EPS $1.56; adjusted operating margin 8.8% vs prior year 13.3%.
Delta Q1 adj. EPS $0.64 in line; guides Q2 EPS $1.00-$1.50 on fuel headwinds
Non-GAAP EPS $0.64, revenue $14.2B (+9.4% YoY), operating margin 4.6%.
Delta raises Q1 revenue guidance to high single-digit growth; reaffirms earnings range
Revenue growth guidance raised to high single-digit YoY from initial +5-7% range for March quarter.
Delta announces leadership changes; Carter named President, Janki COO, Snell CFO
John Laughter, EVP Chief of Operations and President of Delta TechOps, retires effective April 30, 2026 after 30+ years.
Delta orders 31 Airbus widebody aircraft (16 A330-900, 15 A350-900) for delivery starting 2029
Deliveries of the 31 firm aircraft begin in 2029; option for up to 20 additional widebody aircraft.
Delta Q4 GAAP EPS $1.86; orders 30 Boeing 787-10s; FY26 EPS guidance up 20%
Q4 GAAP revenue $16.0B, operating income $1.47B; adj. EPS $1.55; full-year adj. EPS $5.82.
Delta President Glen Hauenstein to retire Feb 28, 2026; Joe Esposito named Chief Commercial Officer
Glen Hauenstein will retire as President of Delta, effective February 28, 2026.
Delta expects $200M pretax hit from Nov. gov't shutdown; bookings recovering
Government shutdown cuts Dec. quarter pre-tax profit by ~$200M, ~$0.25 EPS.
Delta Q3 adjusted EPS $1.71 beats; record revenue; guides Dec Qtr adj EPS $1.60-$1.90
GAAP EPS $2.17, adjusted EPS $1.71 (up 14% YoY); adjusted revenue $15.2B (+4.1% YoY).
Delta Q2 adj EPS $2.10, revenue record $15.5B; restores FY guidance, raises dividend 25%
GAAP EPS $3.27; adjusted EPS $2.10 vs $2.36 YoY; adjusted operating margin 13.2%.
Delta closes $2B debt offering: 4.95% notes due 2028 and 5.25% notes due 2030
Issued $1B of 4.950% Notes due July 2028 and $1B of 5.250% Notes due July 2030.
Board authorized $1B share repurchase program, to be completed by June 30, 2028.
Delta Q1 adjusted EPS $0.46, guides Q2 EPS $1.70-$2.30, cuts H2 capacity to flat
GAAP net income $240M ($0.37 EPS); adjusted net income $298M ($0.46 EPS). Adjusted revenue $13.0B, up 3.3% YoY.
Delta cuts Q1 2025 guidance: revenue growth 3-4% (from 7-9%), adjusted EPS $0.30-$0.50
Revised Q1 2025 guidance: revenue growth 3–4% (prev 7–9%), operating margin 4–5% (prev 6–8%).
Delta Q4 2024 adjusted EPS $1.85; FY25 guidance EPS >$7.35, FCF >$4B
Adjusted December quarter EPS of $1.85, up 45% YoY; GAAP EPS $1.29.
Delta unveils 3-5 yr financial framework: mid-teens margin, 10% EPS growth, $3-5B FCF
Long-term targets: mid-teens operating margin, 1x gross leverage, 10% avg annual EPS growth, $3-5B annual FCF, 15%+ ROIC.
Delta Q3 EPS $1.50 adj. ($1.97 GAAP); CrowdStrike outage cost $380M revenue hit, 45¢ EPS
GAAP net income $1.27B ($1.97/share); adjusted net income $971M ($1.50/share), down 26% YoY mainly due to CrowdStrike outage.
Delta updates Q3 2024 outlook; EPS at high-end of range ex-$0.45 IT outage hit
Q3 EPS, excluding $0.45 CrowdStrike outage impact, expected at high-end of initial guidance range.
Delta COO Michael Spanos to depart effective August 31, 2024
Michael Spanos, EVP and COO, to leave Delta effective August 31, 2024.
Delta estimates $500M+ damages from CrowdStrike outage; pursuing legal claims
7,000 flight cancellations over five days from July 19 CrowdStrike outage.
Record Jun quarter revenue of $15.4B (adj), up 5.4% YoY; adj EPS $2.36 vs $2.68 last year.
Delta March-quarter adjusted EPS $0.45, revenue $12.6B; Q2 guidance EPS $2.20-$2.50
Adjusted operating revenue $12.6B up 6% YoY; adjusted operating margin 5.1%.
Delta reaffirms FY24 and Q1 2024 guidance; sees Q1 revenue growth in top half of range
FY24 EPS guidance unchanged at $6-$7; free cash flow $3-4B; adjusted debt/EBITDAR 2x-3x.
Delta Q4 adj EPS $1.28, FY23 adj EPS $6.25; guides FY24 EPS $6-$7; orders 20 A350-1000
Q4 adjusted EPS $1.28 vs $1.48 a year ago; revenue $13.7B up 11% YoY.
Delta issues $877.9M in special facilities bonds for LaGuardia redevelopment
NYTDC issued $877,855,000 Series 2023 bonds; Delta is obligated to pay debt service and guaranteed the bonds.
Delta reports record Q3 revenue; adjusted EPS $2.03; guides FY EPS $6.00-$6.25
Record Sep quarter adjusted revenue $14.6B (+13% YoY); adjusted EPS $2.03 (+35% YoY); GAAP EPS $1.72.
Delta Air Lines lowers Sep Q EPS guidance to $1.85-$2.05; reaffirms FY23 EPS $6-$7
Sep Q EPS guidance cut to $1.85-$2.05 from $2.20-$2.50; full-year EPS reaffirmed $6-$7.
Delta posts record Q2 revenue $15.6B, GAAP EPS $2.84; raises FY EPS guidance to $6-$7
Record GAAP revenue $15.6B; adjusted revenue $14.6B +19% YoY. GAAP EPS $2.84, adjusted EPS $2.68.
Initial annual base salary of $650,000; cash signing bonus of $250,000.
On January 15, 2025, the Board of Directors of Delta Air Lines, Inc. (“Delta”) elected Judith McKenna to Delta’s Board of Directors, effective February 7, 2025.
Delta Air Lines, Inc. (“Delta”) today announced that Michael Spanos, Delta’s Executive Vice President and Chief Operating Officer, will depart from the company effective as of August 31, 2024.
On April 25, 2024, the Board of Directors of Delta Air Lines, Inc. (“Delta”) elected Maria Black and Willie CW Chiang to Delta’s Board of Directors, effective April 26, 2024.
On April 25, 2024, the Board of Directors of Delta Air Lines, Inc. (“Delta”) elected Maria Black and Willie CW Chiang to Delta’s Board of Directors, effective April 26, 2024.
George N. Mattson, a member of the Board of Directors of Delta Air Lines, Inc. (“Delta”), notified Delta on October 1, 2023 of his decision to resign from the Board in order to devote his professional energies to Wheels Up Experience, Inc. (“Wheels Up”) as its incoming Chief Executive Officer.
announcing the appointment of Michael Spanos as the company’s Chief Operating Officer, effective June 12, 2023.
Delta Air Lines, Inc. (“Delta”) today announced the appointment of Michael Spanos, age 58, as the company’s Chief Operating Officer, effective June 12, 2023.
On April 27, 2023, the Board of Directors of Delta Air Lines, Inc. (“Delta”) elected Vasant Prabhu to Delta’s Board of Directors.
elected Leslie D. Hale and Greg Creed to Delta’s Board of Directors.
elected Leslie D. Hale and Greg Creed to Delta’s Board of Directors.
Max materiality 0.90 · Median 0.60 · Most common event earnings