Despite exceeding Q4 expectations, JPMorgan and Delta stock fell over 2% after giving cautiously optimistic insights into the economy.
Earnings season is in full swing, and many of the market's most-watched companies are delivering their latest reports and 2026 outlooks. Many advisors and investors are keeping a close look on how these companies are performing.
Delta Air Lines, Inc. reported solid Q4 results, guiding for 20% EPS growth in 2026, but remains challenged to break past a $7 EPS ceiling. DAL is in a strong financial position with robust free cash flow and a strengthened balance sheet with $35B in unencumbered assets. Despite record revenues and double-digit ROIC, persistent cost pressures and labor expenses hinder the airline from pushing EPS above the constant $7 target.
DAL tops Q4 estimates despite high labor costs and unveils major 787-10 fleet upgrade to boost global expansion.
Delta Air Lines, Inc. (DAL) Q4 2025 Earnings Call Transcript
Delta Air Lines Inc (NYSE:DAL) stock fell almost 3% as the airline reported mixed earnings for the fourth quarter, driven in part by a government shutdown, which impacted travel by 2 points. For the December quarter, earnings per share (EPS) came in at $1.55, slightly above the Wall Street consensus of $1.53.
Delta Air Lines Inc (NYSE:DAL) shares are down 2% to trade at $69.55, at last check.
Delta Air Lines (DAL) isn't living up to its "Keep Climbing" motto—in the eyes of investors, at least.
While the top- and bottom-line numbers for Delta (DAL) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Stock futures are lower this morning as investors digest earnings reports and await key inflation data; JPMorgan's fourth-quarter results were mixed, as profits and net interest income topped estimates while revenue fell short; consumer price data for December is due out this morning; Delta shares are falling after the airline issued a disappointing outlook; and President Trump is threatening Iran's trading partners with new tariffs over the country's response to recent protests. Here's what you need to know today.
Delta Air Lines reported fourth-quarter profit that topped expectations, but the stock fell as adjusted revenue fell short.
Delta (DAL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.