Delta Air Lines Earnings +2.3%: Can $1.50 EPS Extend Rally?
Can Delta Air Lines Earnings justify the stock’s sharp run, or has Wall Street already priced in the good news?
Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Detroit, Minneapolis-St. Paul, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Bogota, Lima, Mexico City, London-Heathrow, Paris-Charles de Gaulle, Santiago (Chile), Sao Paulo, Seoul-Incheon, and Tokyo. It also provides aircraft maintenance…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $15.85B | +12.9% | $-289.0M | $-0.44 | -218.9% | 18.6% | 3.2% |
| Q4 2025 Dec 2025 | $16.00B | — | $1.22B | $1.86 | — | 23.6% | 9.2% |
| Q3 2025 Sep 2025 | $16.67B | — | $1.42B | $2.17 | — | 24.4% | 10.1% |
| Q2 2025 Jun 2025 | $16.65B | — | $2.13B | $3.27 | — | 27.4% | 12.6% |
| Q1 2025 Mar 2025 | $14.04B | — | $240.0M | $0.37 | — | 20.9% | 4.1% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can Delta Air Lines Earnings justify the stock’s sharp run, or has Wall Street already priced in the good news?