Delta Air Lines Posts $16B Q4 Revenue and Forecasts 56.5% EPS Growth
Delta Air Lines reported fourth-quarter revenue of $16.0 billion, up 2.9% year over year, with EPS of $1.55 compared to $1.85 a year ago. The airline's first-quarter 2026 adjusted EPS forecast of $0.72 represents a 56.5% increase year over year, while shares have risen 3.1% over the past month.
1. Fourth-Quarter Results
Delta Air Lines reported revenue of $16.0 billion in Q4 2025, marking a 2.9% year-over-year increase. Adjusted EPS fell to $1.55 from $1.85 a year earlier, reflecting margin pressure despite revenue growth.
2. First-Quarter Outlook
For Q1 2026, Delta forecasts adjusted EPS of $0.72, a 56.5% rise over Q1 2025. The consensus estimate has remained unchanged over the past 30 days, indicating stability in analyst expectations.
3. Share Performance
Delta shares have gained 3.1% over the past month as investors weighed the mixed Q4 results and optimistic Q1 outlook. The stock’s A rating on value underscores its appeal under current market conditions.