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

Delta Air Lines June-quarter EPS falls 25% to $2.44 as revenue rises 19%

Mixed Impact 3 of 5 earnings Written later

Delta reported June quarter 2026 results, with GAAP revenue of $19.8 billion, up 19%, but diluted earnings per share of $2.44, down 25% from $3.27 a year earlier. The company affirmed its full-year 2026 adjusted EPS guidance of $6.50 to $7.50 and gave a September quarter EPS range of $2.00 to $2.50, and it said its dividend will rise 15% beginning in the September quarter.

Key points

  • GAAP operating revenue of $19.8 billion rose 19%; GAAP diluted EPS fell to $2.44 from $3.27, down 25%.
  • Adjusted diluted EPS was $1.56 versus $2.12 a year earlier, down 26%; adjusted fuel price was $3.93 per gallon, up 75%.
  • Full-year 2026 adjusted EPS guidance of $6.50 to $7.50 was affirmed; September quarter EPS guidance is $2.00 to $2.50.
  • Dividend payment to increase 15% beginning in the September quarter 2026.

The filing

CompanyDelta Air Lines (DAL)
Form8-K, current report
Filed with the SECJul 10, 2026, 6:30 AM ET
Accession number0000027904-26-000029

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing 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 July 10, 2026.

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