Delta Air Lines Announces June Quarter 2026 Financial Results
Delta Air Lines reported June quarter GAAP revenue of $19.8 billion, up 19% year-over-year, with adjusted EPS of $1.56 topping guidance despite a 75% surge in fuel costs. The company affirmed its full-year adjusted EPS guidance of $6.50 to $7.50 and projects mid-teens revenue growth for the September quarter with double-digit operating margins. Management announced a 15% increase to the dividend payment beginning in the September quarter, underscoring confidence in cash generation. The balance sheet was further strengthened with debt paydown of $536 million, reducing adjusted net debt to $13.6 billion.
Key figures
- Eps
- 2.44
- Revenue
- 19757000000
- Guidance
- FY26 adjusted EPS $6.50-$7.50, Free Cash Flow $3-$4B; Q3 adjusted EPS $2.00-$2.50, Operating Margin 11-13%
- Revenue Yoy
- 19%
- Adjusted eps
- 1.56
- Free cash flow
- 209000000
- Adjusted revenue
- 17666000000
- Adjusted net debt
- 13591000000
- Dividend increase
- 15%
- Operating income adj
- 1563000000
- Operating margin adj
- 8.8%
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.