Core Insights - Delta Air Lines reported stronger-than-expected third-quarter results, with adjusted earnings per share of $1.71, exceeding analyst expectations of $1.53 by 18 cents, and revenue of $15.2 billion, surpassing the consensus forecast of $15.04 billion, reflecting a year-over-year increase of 4.1% [1] - The company raised its full-year adjusted earnings guidance to approximately $6.00 per share, above analysts' expectations of $5.77, and projected operating margins for the December quarter between 10.5% and 12% [2] - Delta reaffirmed its full-year free cash flow target of $3.5 billion to $4 billion and noted a reduction in debt by nearly $2 billion year-to-date, resulting in a gross leverage ratio of 2.4x by the end of the quarter [3]

Key Takeaways LTM's September traffic rose 8.8% YoY, aided by 8.7% capacity growth and new domestic/international routes.September 2025 load factor of 84.2%, remained flat on a year-over-year basis.LTM carried 7.3 million passengers in September, with YTD total transporting 64.5M across its network.LATAM Airlines Group (LTM) reported a year-over-year increase in revenue passenger-kilometers (RPK: a measure of air traffic) for September 2025.LATAM Airlines reported an 8.7% year-over-year increase in consolid ...

Third-quarter earnings season is officially here, with Delta Air Lines Inc (NYSE:DAL) the first high-profile name to step into the confessional. The airliner reported adjusted third-quarter earnings of $1.71 per share on $16.7 billion in revenue, both of which exceeded estimates. Delta also hiked its fourth-quarter guidance and is poised to grow profit margins in 2026.The entire airline sector is buoyed by the upbeat guidance, with peers United Airlines (UAL) and American Airlines (AAL) up 4.1% and 2.2%, re ...

Good morning, Joe. Ed, >> Phil, >> congratulations on a quarter where you beat on the top of the bottom line. Um, what what's the change because I think there was some uncertainty after Q2 and certainly after Q1.What's changed in Q3 in terms of what you're seeing with the customer. >> Well, first and foremost, a big shout out to our team. They did an amazing job in the quarter.Really strong results. Very proud of the work they did. We continue to lead the industry.In fact, our results for Q3, we believe wil ...

Delta's stock surges, lifting those of its peers, after the air carrier beat earnings expectations as travel demand accelerated in recent weeks. ...

Key Takeaways UAL is set to release Q3 2025 results on Oct 15, with earnings projected at $2.64 per share.Revenues are expected to rise 2.9% year over year to $15.27 billion, driven by stronger passenger demand.UAL has an Earnings ESP of 0.47% and a Zacks Rank #3, signaling potential for another earnings beat.United Airlines Holdings, Inc. (UAL) is scheduled to report third-quarter 2025 results on Oct. 15, after market close.The Zacks Consensus Estimate for third-quarter 2025 earnings has remained stable ov ...

We're back on Morning Trade Live. It's early October, which means that earnings season is about to let it rip. Delta Airlines reporting its third quarter numbers tomorrow before the open.Analysts are expecting adjusted earnings per share to come in at $157 on revenue of nearly $16 billion. Delta shares are up more than 60% from April's low. Let's go inside out on Delta ahead of that earnings report.Joining us now is Jarrett Bilis who is airlines managing director S&P global ratings. So so much for your time ...

Key Takeaways ALK deepens its STARLUX partnership, adding 12 US cities with single-itinerary access to Taipei.The alliance enhances connectivity via Seattle and San Francisco, streamlining travel to Asia.STARLUX expands its US reach, while ALK enhances customer value through loyalty and convenience.Alaska Airlines, the wholly owned subsidiary of Alaska Air Group (ALK) , is deepening its transpacific presence through an expanded codeshare partnership with Taiwan-based luxury carrier STARLUX Airlines, adding ...

Delta Air Lines, Inc. (NYSE:DAL) will release earnings results for the third quarter before the opening bell on Thursday, Oct. 9. Analysts expect the Atlanta-based company to report quarterly earnings at $1.53 per share, up from $1.50 per share in the year-ago period. Delta projects quarterly revenue of $15.94 billion, compared to $15.68 billion in the same quarter a year earlier, according to data from Benzinga Pro. With the recent buzz around Delta, some investors may be eyeing potential gains from the ...

CHONGQING, CHINA - SEPTEMBER 28: In this photo illustration, a smartphone displays the logo of Delta Air Lines, Inc. (NYSE: DAL), the American legacy carrier and one of the world's largest airlines, with its latest stock market chart shown in the background on September 28, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesDelta Air Lines (NYSE: DAL) is set to announce its earnings on Thursday, October 9, 2025.For traders focused on specific events, examining the stock's hi ...