DAL's third-quarter profit and revenues surge past estimates, fueled by strong travel demand, higher premium sales and cheaper fuel.
Delta Air Lines, Inc. (NYSE:DAL ) Q3 2025 Earnings Call October 9, 2025 10:00 AM EDT Company Participants Julie Stewart - Vice President of Investor Relations Ed Bastian - CEO & Director Glen W. Hauenstein - President Daniel Janki - Executive VP & CFO Tim Mapes - Senior VP & Chief Communications Officer Conference Call Participants Duane Pfennigwerth - Evercore ISI Institutional Equities, Research Division Thomas Fitzgerald - TD Cowen, Research Division Catherine O'Brien - Goldman Sachs Group, Inc., Research Division Jamie Baker - JPMorgan Chase & Co, Research Division Conor Cunningham - Melius Research LLC Andrew Didora - BofA Securities, Research Division Michael Linenberg - Deutsche Bank AG, Research Division Sheila Kahyaoglu - Jefferies LLC, Research Division Savanthi Syth - Raymond James & Associates, Inc., Research Division Scott Group - Wolfe Research, LLC Ravi Shanker - Morgan Stanley, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Thomas Wadewitz - UBS Investment Bank, Research Division David Vernon - Sanford C.
Delta Air Lines (DAL) reported record third-quarter revenue and issued a rosy outlook, driven by higher premium and corporate travel sales.
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 headline numbers for Delta (DAL) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Delta Air Lines Inc (NYSE:DAL) shares rose almost 7% on Thursday after the company reported stronger-than-expected third quarter 2025 results and raised its full-year earnings guidance. The airline posted adjusted revenue of $15.2 billion for the September quarter, up 4.1% from a year earlier and slightly ahead of analyst estimates of $15.08 billion.
Delta Air Lines (NYSE: DAL) shares surged on Thursday, October 9, after posting stronger-than-expected third-quarter results.
Delta Air Lines (DAL) came out with quarterly earnings of $1.71 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $1.5 per share a year ago.
CNBC's Phil LeBeau joins 'Squawk Box' to break down the company's quarterly earnings results.
Delta Air Lines CEO Ed Bastian told CNBC that the carrier's operation is running smoothly despite the federal government shutdown. More than 13,000 U.S. flights were delayed this week, some of them due to shortages of air traffic controllers, raising concerns about strains on the country's aviation industry during the shutdown.
Delta topped quarterly profit expectations and forecast a stronger-than-expected finish to 2025. Delta CEO Ed Bastian said the carrier expects to grow profit margins in 2026.
Delta Airlines (DAL) reports earnings Thursday morning, and Jarrett Bilous expects the company to perform well in the report. He says consumer sentiment surrounding the airline has improved in recent quarters.