Key Takeaways Delta Air Lines (DAL) reported second-quarter 2025 earnings (excluding $1.17 per share from non-recurring items) of $2.10 per share, which beat the Zacks Consensus Estimate of $2.04. Earnings decreased 11% on a year-over-year basis due to high labor costs. Revenues in the June-end quarter were $16.65 billion, beating the Zacks Consensus Estimate of $16.2 billion and decreasing marginally on a year-over-year basis. Adjusted operating revenues (excluding third-party refinery sales) increased 1% ...

Core Insights - United Airlines Holdings, Inc. (UAL) is set to report its second-quarter 2025 results on July 16, with a history of positive earnings surprises, averaging a beat of 10.34% over the last four quarters [1][3]. Financial Performance Expectations - The Zacks Consensus Estimate for UAL's Q2 2025 earnings has been revised down by 1.57% to $3.75 per share, indicating a 9.42% decrease from the previous year's actual earnings [3][5]. - UAL's revenue for Q2 2025 is estimated at $15.31 billion, reflecting a 2.17% year-over-year growth, supported by improving travel demand and lower fuel prices [7]. Cost and Economic Factors - UAL is expected to face challenges from a tariff-induced macroeconomic environment, with geopolitical uncertainties and inflation likely impacting travel demand [4][6]. - Labor costs are projected to rise, contributing to an 8.8% increase in operating costs compared to Q2 2024, driven by a 10.5% rise in salaries and related expenses [6]. Oil Prices and Industry Impact - The decline in oil prices, which fell 6% in the April-June 2025 period and 9% since the start of 2025, is seen as beneficial for the aviation industry, as fuel expenses are a significant cost factor [8]. Earnings Prediction Model - The current model indicates a potential earnings beat for UAL, with an Earnings ESP of +3.43% and a Zacks Rank of 3, suggesting a favorable outlook for the upcoming earnings report [9].

Delivered June quarter results in line with April guidance, with continued strength in diverse revenue streams driving double-digit marginsExpect September quarter earnings per share of $1.25 to $1.75 with a 9 to 11 percent operating marginRestoring full year guidance with expectation for earnings per share of $5.25 to $6.25 and free cash flow of $3 to $4 billionAnnounced a 25 percent increase to dividend payment beginning in September quarterATLANTA, July 10, 2025 /PRNewswire/ -- Delta Air Lines (NYSE: DAL ...

SEATTLE, July 9, 2025 /PRNewswire/ -- Alaska Air Group Inc., the parent company of Alaska Airlines Inc., Hawaiian Airlines, Inc. and Horizon Air Industries Inc., will hold its quarterly conference call to discuss 2025 second quarter financial results at 11:30 a.m. EDT/ 8:30 a.m. PDT, Thursday, July 24, 2025. A webcast of the call will be available to the public at www.alaskaair.com/investors. An archive of the call will be posted on the website later that morning.The company will file its second-quarter res ...

Delta Air Lines Inc (NYSE:DAL) is gearing up for its second-quarter earnings report, due out before the open Thursday, July 10. The airliner is expected to post revenue of $16.21 billion, representing a 5.3% year-over-year increase thanks to strength in international and premium travel sectors, and earnings of $2.07 per share. Ahead of the event, options traders are betting bullishly.DAL has been turning its earnings luck around this year. The stock finished the past two post-earnings sessions higher follow ...

Core Viewpoint - Delta Air Lines is expected to report its second-quarter 2025 results on July 10, with earnings anticipated to be lower than the previous year despite a slight upward revision in estimates [1][2]. Group 1: Earnings Performance - The Zacks Consensus Estimate for Delta's Q2 2025 earnings is $1.99 per share, reflecting a 15.7% decline from the same quarter last year [2]. - Delta has outperformed the Zacks Consensus Estimate in two of the last four quarters, with an average beat of 3.96% [1]. Group 2: Revenue Expectations - The revenue estimate for Q2 2025 is $16.18 billion, indicating a 2.89% year-over-year decline [5]. - Delta has provided a cautious outlook for Q2 2025, projecting adjusted revenues to either decline by 2% or increase by up to 2% year-over-year [5]. Group 3: Influencing Factors - Geopolitical uncertainty, tariff pressures, and persistent inflation are expected to negatively impact Delta's operations and travel demand, particularly in international and business segments [3]. - Rising labor costs are projected to increase by 13.2% compared to Q2 2024, which may pressure margins and revenue [4]. - Low oil prices, which decreased by 6% in the April-June 2025 period, could help offset some cost pressures for Delta [6]. Group 4: Earnings Prediction Model - Delta has an Earnings ESP of +0.26% and a Zacks Rank of 3, suggesting a potential earnings beat this quarter [7].

Wall Street analysts expect Delta Air Lines (DAL) to post quarterly earnings of $1.99 per share in its upcoming report, which indicates a year-over-year decline of 15.7%. Revenues are expected to be $16.18 billion, down 2.9% from the year-ago quarter.Over the last 30 days, there has been a downward revision of 10.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this t ...

Key Takeaways DAL raised its quarterly dividend to 18.75 cents, marking its second increase since resuming payouts in 2023. The stock trades at a low 0.52 forward price/sales ratio, below the sector average and five-year median. Q1 labor costs rose 8% to $4.1B, while DAL's low 0.38 current ratio signals mounting liquidity concerns.Delta Air Lines’ (DAL) board of directors recently announced a 25% hike in its quarterly dividend payout, raising this airline heavyweight’s quarterly cash dividend to 18.75 cen ...

As Delta Air Lines, Inc. DAL prepares to unveil its second-quarter earnings on July 10, the aviation giant finds itself at a critical juncture, facing a potential dip in profits amid a backdrop of strategic investments and shifting market dynamics.Analysts expect the company to report quarterly earnings at $2.03 per share, down from $2.36 per share in the year-ago period. Delta Air Lines projects to report quarterly revenue of $16.18 billion, compared to $16.66 billion a year earlier, according to data from ...

June 24, 2025 02:34 AM GMT China Aviation | Asia Pacific Chart in the Spotlight: International Air Capacity Key Takeaways Exhibit 1: Non-domestic ASK was 79% of 2019's level as of June 23, 2025, vs. 77% in the previous week 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 110% 120% 130% Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 China Mainland to H ...