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: 225.080
Low
150.00
Averages
269.14
High
298.00
Current: 225.080
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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See More
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- Commitment to Operational Excellence: Ethiopian Airlines CEO Mesfin Tasew stated that this order reflects the company's sustainable growth and readiness for future achievements, indicating its dedication to improving operational efficiency and passenger comfort through a modernized fleet.
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See More
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- Ship Procurement Plan: The budget allocates over $65 billion for the procurement of 18 warships and 16 support ships, representing the largest shipbuilding request since 1962, underscoring the emphasis on naval power.
- Aircraft Procurement Boost: Lockheed Martin's F-35 procurement is ramped up to 85 aircraft per year, with $102 billion allocated for aircraft procurement and R&D, a 26% increase from the previous year, highlighting ongoing investment in air power.
See More
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- Market Demand and Supply Chain: Although Boeing and Airbus have ramped up deliveries, the supply of new jets has yet to meet airline demand, forcing carriers to continue using aging fleets, which benefits GE Aerospace through long-term service contracts.
- Financial Performance Improvement: For the quarter ending March 31, GE Aerospace reported an adjusted profit per share of $1.86, up from $1.49 a year ago, with total revenue rising 25% to $12.39 billion, reflecting strong market performance.
- Industry Challenges and Responses: Despite airlines cutting capacity due to soaring fuel costs, GE Aerospace benefits from improved supply chain conditions that allow for the delivery of more new engines, showcasing its adaptability in a complex market environment.
See More
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- Strong Aeronautics Demand: The demand for aeronautics systems surged due to rising global conflicts, particularly with a 25% increase in B-21 Raider production capacity, with the first aircraft expected for delivery in 2027, further solidifying the company's market position.
- Defense Systems Sales Increase: The defense systems segment saw a 10% organic sales increase to $1.9 billion, driven by the ramp-up of the Sentinel program, which will replace the aging Minuteman III intercontinental ballistic missile, showcasing the company's strategic positioning in the nuclear weapons sector.
- Significant Profitability Improvement: Earnings per share rose sharply to $6.14 from $3.32 a year earlier, reflecting the company's success in controlling manufacturing costs, despite last year's $477 million charge related to high costs in the B-21 program.
See More
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