Delta Posts Record Q3 Revenue of $17.6B, Guides Q4 Revenue Up ~20%
DAL sits 49% above its 52-week low of $55.03.
Summary
Delta reported record Q3 revenue of $17.6B and guided Q4 revenue up ~20%, with full-year EPS of $5.10-$5.60 and $2.5B in free cash flow.
Updates
· Dow Jones Newswires — Delta shares fell 3.7% to $79.10 in premarket trading after cutting full-year EPS guidance to $5.10-$5.60.
Key Events · Earnings and Guidance · DAL
-
Record Q3 Revenue
Adjusted operating revenue of $17.6B, up 16% YoY, driven by broad demand strength and healthy yield growth.
-
Q4 Revenue Growth Guidance
Management expects December quarter total revenue to grow approximately 20% YoY, with EPS of $1.15 to $1.65.
-
Full-Year 2026 Outlook
Full-year EPS guidance of $5.10 to $5.60 and free cash flow of approximately $2.5B, with a double-digit return on invested capital.
-
Debt Reduction Plan
Plan to pay down more than $2B of debt in 2026; adjusted net debt reduced to $13.4B, down $950M from end of 2025.
Analysis · DAL · Energy & Transportation
Delta delivered record September quarter revenue of $17.6 billion, up 16% year-over-year, with adjusted EPS of $1.72. Management guided December quarter revenue growth of approximately 20% and full-year EPS of $5.10 to $5.60, while absorbing a $6 billion increase in fuel costs. The company also plans to pay down more than $2 billion of debt in 2026, strengthening its investment-grade balance sheet.
How filings like this one have moved
In the 30 days to Oct 9, 2026, 28.8% of the 1682 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.53%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, DAL was trading at $82.12 on NYSE in the Energy & Transportation sector, with a market capitalization of approximately $54B. The 52-week trading range was $55.03 to $95.68. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.