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
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 over the next 12 months. According to Wall Street analysts, the average 1-year price target for BA is 252.43 USD with a low forecast of 150.00 USD and a high forecast of 285.00 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.
17 Analyst Rating
14 Buy
2 Hold
1 Sell
Strong Buy
Current: 241.590
Low
150.00
Averages
252.43
High
285.00
Current: 241.590
Low
150.00
Averages
252.43
High
285.00
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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