Delta Air Lines (DAL) Reports Record $58.3 Billion Revenue for 2025, Strong Profitability
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: seekingalpha
- Strong Financial Performance: Delta Air Lines reported record revenue of $58.3 billion for 2025, with an operating margin of 10%, pretax income of $5 billion, and earnings per share of $5.82, demonstrating the company's robust competitiveness and profitability in the industry.
- Cash Flow and Debt Management: The company achieved free cash flow of $4.6 billion for the year, reduced debt by over 50%, and expects to lower leverage to 2x by the end of 2026, further enhancing financial stability.
- Strategic Investment and Expansion: Delta announced an order for 30 Boeing 787-10 aircraft, with deliveries starting in 2031, aimed at enhancing its international network and long-haul capabilities to support future business growth.
- Optimistic Outlook: The company projects earnings per share of $6.50 to $7.50 for 2026, representing approximately 20% year-over-year growth, and plans to invest $5.5 billion in capital expenditures in 2026 to further drive business development.
Analyst Views on DAL
Wall Street analysts forecast DAL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DAL is 73.64 USD with a low forecast of 65.00 USD and a high forecast of 90.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
14 Buy
0 Hold
0 Sell
Strong Buy
Current: 71.030
Low
65.00
Averages
73.64
High
90.00
Current: 71.030
Low
65.00
Averages
73.64
High
90.00
About DAL
Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo throughout the United States and around the world. The Company has hubs and markets in Amsterdam, Atlanta, Bogota, Boston, Detroit, Lima, London-Heathrow, Los Angeles, Mexico City, Minneapolis-St. Paul, New York-JFK and LaGuardia, Paris-Charles de Gaulle, Salt Lake City, Santiago (Chile), Sao Paulo, Seattle, Seoul-Incheon, and Tokyo. Its segments include Airline and Refinery. Its airline segment is managed as a single business unit that provides scheduled air transportation for passengers and cargo throughout the United States and around the world and includes its loyalty program, as well as other ancillary businesses. Its refinery segment operates for the benefit of the airline segment by providing jet fuel to the airline segment from its own production and through jet fuel obtained through agreements with third parties. The refinery's production consists of jet fuel as well as non-jet fuel products.
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.
