Delta Air Lines Inc (DAL) Q2 2025 (USD): EPS 2.10 (exp. 2.05), Revenue 16.6bln (exp. 15.46bln), adj. PBT 1.8bln (exp. 1.74bln). Restores FY guidance, adj. EPS 5.25-6.25 (exp. 5.36)
- Expect an improving industry backdrop in H2, as carriers rationalise capacity after the summer peak period.
- Continued strength in diverse revenue streams driving double-digit margins.
Q3 Guidance
- Increases quarterly dividend by 25% beginning in Q3.
- EPS 1.25-1.75 (exp. 1.30)
- Expect revenue flat/+4% Y/Y; "...with unit revenue trends expected to improve through the second half of the year as we continue to adjust capacity and the industry further rationalizes supply."
Reaction details (11:36)
- +7% in pre-market trade.
- Modest upside seen in European peers.
10 Jul 2025 - 11:30- EquitiesImportant- Source: PR Newswire
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