StockWatch
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Air Freight/Delivery Services
Quarterly ResultOct 9, 2026, 06:36 AM

Delta Air Lines Q3 2026 Revenue $20.2B; Adjusted EPS $1.72

AI Summary

Delta Air Lines announced its financial results for the September quarter of 2026, reporting record revenue and strong operational performance despite high fuel costs. The company's adjusted pre-tax income was $1.5 billion, with adjusted diluted EPS at $1.72. Delta anticipates continued revenue growth in the December quarter and has provided a positive outlook for full-year earnings and free cash flow, alongside plans to reduce debt.

Key Highlights

  • Delta Air Lines reported September quarter 2026 adjusted pre-tax income of $1.5 billion, a 1% increase year-over-year.
  • Adjusted diluted earnings per share for the September quarter were $1.72, up 1% from $1.70 in the prior year.
  • Total operating revenue for the September quarter reached $20.2 billion, a 21% increase compared to the prior year.
  • Adjusted operating revenue was $17.6 billion, up 16% year-over-year.
  • The company expects continued momentum in the December quarter with revenue projected to grow approximately 20%.
  • Full-year 2026 EPS is projected between $5.10 and $5.60, with free cash flow expected around $2.5 billion.
  • Delta plans to pay down more than $2 billion of debt in 2026, strengthening its balance sheet.