Airlines
Search documents
Delta Air Lines Shares Slide After Revenue Miss and Mixed 2026 Outlook
Financial Modeling Prep· 2026-01-13 21:47
Core Viewpoint - Delta Air Lines reported mixed fourth-quarter results, exceeding profit expectations but missing revenue forecasts, leading to a decline in share price by approximately 3% intraday Financial Performance - Adjusted earnings for the December quarter were $1.55 per share, slightly above the consensus estimate of $1.52 [2] - Total revenue for the quarter was $14.61 billion, falling short of analysts' expectations of $14.72 billion [2] - Revenue growth was impacted by approximately two percentage points due to the government shutdown, which primarily affected domestic travel demand [2] - Quarterly revenue increased by 1.2% year over year, supported by a capacity growth of 1.3% [3] - For the full year 2025, Delta achieved record revenue of $58.3 billion, a 2.3% increase from 2024 [3] - Revenue from diversified streams, including premium services, cargo, and maintenance operations, rose by 7% year over year, accounting for 60% of total revenue [3] Future Guidance - Delta forecasts first-quarter 2026 revenue growth of 5% to 7% year over year, with operating margins expected between 4.5% and 6% [4] - Projected first-quarter earnings per share are estimated to be between $0.50 and $0.90, compared to consensus expectations of $0.72 [4] - For the full year 2026, Delta anticipates earnings of $6.50 to $7.50 per share, indicating approximately 20% growth at the midpoint from 2025 levels, but below the Street consensus of $7.32 [4] Strategic Developments - Delta announced a new agreement with Boeing to purchase 30 Boeing 787-10 widebody aircraft, with options for an additional 30 planes, with deliveries scheduled to begin in 2031 [5]
Delta's President Expects Main Cabin Airfares to Climb. 'The Math Has to Work.
Investopedia· 2026-01-13 21:30
Key Takeaways Delta's fourth-quarter earnings came in slightly below analysts' expectations, and the carrier released a more restrained profit forecast than Wall Street anticipated. Why This News Matters to Consumers Basic airfares may not stay at current prices for long. Reduced main cabin capacity may impact more than prices. Operational shifts and consolidation could result in specific flights being offered on fewer days or at fewer times. The price of domestic, main cabin seats will likely increase as a ...
Copa Holdings Announces Monthly Traffic Statistics for December 2025
Globenewswire· 2026-01-13 21:30
PANAMA CITY, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Copa Holdings, S.A. (NYSE: CPA) today released preliminary passenger traffic statistics for December 2025: Copa Holdings (Consolidated)December2025December2024% ChangeASM (mm)(1) 2,932.42,665.510.0 %RPM (mm)(2) 2,521.02,273.110.9 %Load Factor(3) 86.0 %85.3 %0.7p.p. Available seat miles - represents the aircraft seating capacity multiplied by the number of miles the seats are flown.Revenue passenger miles - represents the number of miles flown b ...
5 Strong-Buy Stocks Analysts Love in 2026
Benzinga· 2026-01-13 21:22
The holiday season is an excellent time for investors to recharge their batteries and reassess their finances for the year ahead. Market volume is low, and the news cycle tends to be light (save for the extraction of a foreign head of state now and then).Analysts also use this time to make their S&P 500 projections for the year and prepare for the Q1 earnings season. Stock ratings from analysts aren't the holy grail of price predictions, and many analysts ‘fluff' their price targets to ensure continued acce ...
Delta is buying Boeing 787s for the first time. Here's why United and American may feel the pressure.
Business Insider· 2026-01-13 21:03
Delta Air Lines is entering its Dreamliner era Its order of up to 60 Boeing 787-10 planes reinforces Delta's broader strategy of competing aggressively for premium long-haul travelers — a segment that has made the transatlantic market increasingly lucrative.The new planes for long-haul routes will add pressure on US rivals American and United, which are also competing for the same international travelers, especially those in premium cabins that generate the most profit for airlines, including Delta. Delta ...
Wall Street Lunch: Trump Turns Up Heat On Powell After Inflation Cools (undefined:JPM)
Seeking Alpha· 2026-01-13 19:17
Hispanolistic/E+ via Getty Images Listen below or on the go on Apple Podcasts and Spotify December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39) This is an abridged transcript of the podcast: Our top story so far, the CPI in the “sweet spot.” Core consumer prices rose 0.2% M/M in December, cooler than the 0.3% consensus and matching November’s pace. That left core CPI up 2.6% Y/Y, just be ...
Delta Air Lines (NYSE:DAL) Surpasses EPS Estimates but Misses on Revenue
Financial Modeling Prep· 2026-01-13 19:00
Core Insights - Delta Air Lines reported earnings per share (EPS) of $1.55, exceeding the estimated $1.53, while revenue of $14.61 billion fell short of the expected $15.69 billion [1][6] - CEO Ed Bastian expressed optimism for a 50% increase in EPS for the first quarter of 2026, driven by strong travel demand [2] - Delta has placed an order for thirty Boeing 787-10 aircraft, indicating a strategic move to expand its fleet and meet increasing demand for premium travel services [3] Financial Metrics - The company has a price-to-earnings (P/E) ratio of approximately 9.94, and a price-to-sales ratio of about 0.74, indicating the market's valuation of its earnings and sales [4] - Delta's earnings yield stands at about 10.06%, while the debt-to-equity ratio is approximately 1.15, reflecting the company's financial leverage [5] - The current ratio is around 0.40, suggesting a need for improvement in managing short-term liabilities [5]
Shareholder Alert: The Ademi Firm investigates whether Sun Country Airlines Holdings, Inc. is obtaining a Fair Price for its Public Shareholders
Prnewswire· 2026-01-13 18:50
MILWAUKEE, Jan. 13, 2026 /PRNewswire/ -- Ademi LLP is investigating Sun Country (NASDAQ: SNCY) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Allegiant Travel. Click here to learn how to join our investigation and obtain additional information or contact us at [email protected] or toll-free: 866-264-3995. There is no cost or obligation to you. In the transaction, Sun Country stockholders will be entitled to receive 0.1557 shares of Allegiant ...
Delta Beats Q4 Earnings & Sales Estimates, Inks Deal on Fleet-Upgrade
ZACKS· 2026-01-13 18:46
Key Takeaways DAL reported Q4 EPS of $1.55 and revenues of $16B, both beating consensus estimates. A deal with Boeing adds 30 787-10 jets to DAL's fleet, supporting long-haul growth plans.DAL expects FY26 EPS of $6.5-$7.5 and free cash flow between $3B and $4B.Delta Air Lines (DAL) reported fourth-quarter 2025 earnings (excluding 31 cents from non-recurring items) of $1.55 per share, which beat the Zacks Consensus Estimate of $1.53. Earnings decreased 16.22% on a year-over-year basis due to high labor costs ...
LATAM Airlines December 2025 Traffic Improves Year Over Year
ZACKS· 2026-01-13 18:16
Key Takeaways LATAM Airlines' December 2025 RPK rose 10.5% year over year, signaling solid air traffic across its network.LATAM Airlines' December 2025 load factor came in at 84.5%, with consolidated capacity of 10.9%.LTM carried 7.9M passengers in December and 87.4M in 2025, serving 160 destinations in 27 countries.LATAM Airlines Group (LTM) reported a year-over-year increase in revenue passenger-kilometers (RPK: a measure of air traffic) for December 2025.LATAM Airlines reported a 10.9% year-over-year inc ...