Delta Air Lines Reports Q4 2025 EPS of $1.55, Beating Estimates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Should l Buy BA?
Source: NASDAQ.COM
- Earnings Highlights: Delta Air Lines reported Q4 2025 earnings of $1.55 per share, surpassing the Zacks consensus estimate of $1.53, despite a 16.22% year-over-year decline primarily due to high labor costs.
- Revenue Growth: The company achieved revenues of $16 billion for the quarter, exceeding the Zacks consensus estimate of $15.63 billion, marking a 2.9% year-over-year increase, although revenue growth was impacted by approximately 2 percentage points due to the government shutdown.
- Fleet Modernization: Delta has reached an agreement with Boeing to acquire 30 787-10 widebody aircraft, with deliveries expected to commence in 2031, aimed at enhancing fuel efficiency and operating economics to support its international expansion strategy.
- Future Outlook: Delta anticipates Q1 2026 adjusted earnings per share in the range of $0.50 to $0.90, with full-year earnings expected between $6.5 and $7.5, reflecting a 20% year-over-year growth, indicating optimism about future air travel demand.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 189.210
Low
150.00
Averages
269.14
High
298.00
Current: 189.210
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Webcast Access: Investors can access the webcast, news release, and presentation materials through the Events and Presentations section of Boeing's website, ensuring timely and accurate information retrieval and understanding.
- Investor Relations Contact: Boeing encourages participants to verify access to the webcast and materials prior to the event, ensuring that all investors can smoothly engage in this important financial information release.
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- Longstanding Market Presence: Boeing has a defense presence in Latin America that dates back over a century, supplying military aircraft, defense systems, and satellite technology, highlighting its deep roots and market influence in the region.
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- ETF Impact Analysis: Boeing comprises 17.18% of the Direxion Daily BA Bull 2X Shares ETF, which rose approximately 6.4% on Tuesday, reflecting positive market sentiment towards Boeing stock and potentially attracting more investor interest.
- Stock Performance: In Tuesday trading, Boeing's preferred shares (BA.PRA) increased by about 3%, while common shares (BA) rose by approximately 3.2%, indicating growing investor confidence in Boeing's stock, which may lead to increased capital inflows.
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See More
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- Executive Call Arrangement: CEO Kelly Ortberg and CFO Jay Malave will hold a conference call at 10:30 a.m. ET to discuss the financial results and future outlook, enhancing transparency and boosting investor confidence.
- Webcast Information: The event will be webcast, and investors can access relevant information in the Events and Presentations section of Boeing's website, ensuring participants can smoothly access the webcast and materials, thereby improving information accessibility.
- Investor Relations Contact: Boeing has provided contact emails for investor relations and communications, ensuring that investors can obtain necessary support and information prior to the earnings release, further facilitating communication with stakeholders.
See More
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- Settlement Upheld: The ruling maintains a $1.1 billion settlement with federal prosecutors, allowing Boeing to avoid criminal conspiracy charges related to the crashes of Lion Air Flight 610 in October 2018 and Ethiopian Airlines Flight 302 in March 2019, which resulted in 349 fatalities.
- Legal Implications: This decision not only secures Boeing's legal standing but may also influence the rigor of future aviation safety regulations, particularly in investigations concerning software failures that lead to accidents.
- Industry Impact: Boeing's settlement and legal victory could positively affect investor confidence in the aerospace sector, although ongoing concerns about potential safety risks and public trust remain critical issues.
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