As it relates to the three largest airlines in the U.S., Delta (DAL) is making its case as the best one to invest in after delivering strong Q3 results on Thursday morning.
The main cabin won't be Delta's main source of revenue for much longer.
Delta Air Lines reported strong Q3 results with growing premium ticket revenue, improved cash flow, and reduced debt. DAL's premium strategy is working, but the airline remains highly cyclical and exposed to sudden setbacks, especially given its debt load. Management raised free cash flow guidance and continues to prioritize debt reduction, reinvestment, and shareholder returns.
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.