Delta(US:DAL) ZACKS·2026-01-13 15:30Core Insights - Delta Air Lines reported a revenue of $16 billion for the quarter ended December 2025, marking a 2.9% increase year-over-year, and an EPS of $1.55, down from $1.85 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $15.63 billion by 2.41%, while the EPS did not meet the consensus estimate of $1.53 [1] Financial Performance Metrics - Passenger Load Factor was reported at 82%, below the average estimate of 84.2% from five analysts [4] - Revenue Passenger Miles totaled 59.86 billion, compared to the estimated 62.14 billion [4] - Cost per Available Seat Mile (CASM) was 14.27 cents, slightly above the average estimate of 14.17 cents [4] - Average price per fuel gallon was adjusted to $2.28, lower than the estimated $2.35 [4] - Available Seat Miles were reported at 72.95 billion, compared to the average estimate of 73.41 billion [4] - Total Revenue per Available Seat Mile (TRASM) was 21.94 cents, exceeding the average estimate of 21.23 cents [4] - Operating Revenues from Passenger services were $12.92 billion, slightly below the average estimate of $13.07 billion, reflecting a year-over-year increase of 0.8% [4] - Operating Revenues from Cargo were $246 million, surpassing the estimated $230.9 million, but showing a year-over-year decline of 1.2% [4] - Operating Revenues from Other sources reached $2.84 billion, exceeding the average estimate of $2.56 billion, with a year-over-year increase of 13.9% [4] Stock Performance - Delta's shares have returned -0.3% over the past month, while the Zacks S&P 500 composite increased by 2.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]