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Delta Air Lines (DAL) Q1 2026 (USD): EPS 0.64 (exp. 0.60), Revenue 15.9bln (exp. 14bln)

Delta Air Lines reported a solid earnings beat, with EPS of 0.64 exceeding expectations of 0.60, and revenue also ahead of consensus at $15.9 billion.

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Delta Air Lines (DAL) Q1 2026 (USD): EPS 0.64 (exp. 0.60), Revenue 15.9bln (exp. 14bln)

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  • Adj. operating income was USD 652mln with a 4.6% operating margin
  • Adj. pre-tax income was USD 532mln with a 3.7% pre-tax margin
  • Operating cash flow was USD 2.4bln
  • FCF was USD 1.2bln
  • Net debt fell to USD 13.5bln, below 2019 levels.

COMMENTARY:

  • Management said demand remains strong and capacity growth is being reduced with a downward bias until the fuel environment improves

GUIDANCE: 

  • Expects Q2 pre-tax profit of around USD 1bln, on a more than USD 2bln increase in fuel expenses at the forward curve
  • Q2 revenue seen up low-teens Y/Y
  • Q2 EPS between 1.00-1.50 (exp. 2.02)
  • Q2 operating margin between 6-8%,
  • Sees Q2 pre-tax profit of around USD 1bln
Context

However, guidance for Q2 suggests lower-than-expected EPS and increased fuel costs, indicating potential pressure on profit margins despite strong demand. This mixed outlook could affect investor sentiment, particularly in the airline sector, as it highlights cost challenges amid operational growth.

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