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AI brief of an SEC Form 8-K · Delta Air Lines (DAL)

Delta Air Lines Q4 EPS rises to $1.86; 2026 outlook sees 20% EPS growth at midpoint

Positive Impact 4 of 5 earnings Written later

Delta reported December quarter 2025 GAAP earnings of $1.86 per diluted share, up from $1.29 a year earlier, on operating revenue of $16.0 billion, up 3%. The company guided to full-year 2026 EPS of $6.50 to $7.50, about 20% growth at the midpoint, and also agreed to buy 30 Boeing 787-10 aircraft with options for 30 more, with deliveries beginning in 2031.

Key points

  • Q4 2025 GAAP diluted EPS of $1.86 versus $1.29 in Q4 2024; net income of $1.2 billion versus $843 million
  • Full-year 2025 GAAP diluted EPS of $7.66 versus $5.33; full-year non-GAAP EPS of $5.82 versus $6.16 in 2024
  • 2026 guidance: full-year EPS of $6.50 to $7.50 and March quarter 2026 total revenue up 5% to 7% year over year
  • January 12, 2026 agreement with The Boeing Company for 30 787-10 aircraft, with an option for 30 more

The filing

CompanyDelta Air Lines (DAL)
Form8-K, current report
Filed with the SECJan 13, 2026, 6:30 AM ET
Accession number0000027904-26-000008

Items reported: 1.01 Material Definitive Agreement2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 13, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.