Delta Air Lines (NYSE:DAL) Issues Q3 2025 Earnings Guidance

Key Points

• Delta Air Lines provided its Q3 2025 earnings guidance with EPS expected between 1.250 and 1.750, below the consensus estimate of 1.490, while projected revenue is between $14.9 billion and $15.2 billion, less than the expected $15.8 billion.
• The company has increased its quarterly dividend to $0.1875 per share from the previous $0.15, representing an annualized dividend of $0.75 and a yield of 1.2%.
• Analysts have raised their price targets for Delta Air Lines, with the consensus target now at $66.21, reflecting a generally positive outlook from firms like Deutsche Bank and TD Cowen.

Delta Air Lines (NYSE:DAL - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.250-1.750 for the period, compared to the consensus estimate of 1.490. The company issued revenue guidance of $14.9 billion-$15.2 billion, compared to the consensus revenue estimate of $15.8 billion. Delta Air Lines also updated its FY 2025 guidance to 5.250-6.250 EPS.

Delta Air Lines Trading Down 0.9%

DAL opened at $60.82 on Thursday. The firm has a market cap of $39.71 billion, a P/E ratio of 8.81, a P/E/G ratio of 1.89 and a beta of 1.51. The business has a fifty day simple moving average of $56.98 and a 200-day simple moving average of $50.63. Delta Air Lines has a 52 week low of $34.74 and a 52 week high of $69.98. The company has a quick ratio of 0.33, a current ratio of 0.38 and a debt-to-equity ratio of 0.74.

Delta Air Lines (NYSE:DAL - Get Free Report) last released its earnings results on Thursday, July 10th. The transportation company reported $2.10 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.01 by $0.09. The firm had revenue of $15.51 billion during the quarter, compared to analyst estimates of $16.16 billion. Delta Air Lines had a return on equity of 24.86% and a net margin of 7.24%.Delta Air Lines's revenue was down .1% compared to the same quarter last year. During the same period last year, the business posted $2.36 earnings per share. On average, equities analysts expect that Delta Air Lines will post 7.63 earnings per share for the current year.

Delta Air Lines Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, August 21st. Stockholders of record on Thursday, July 31st were issued a dividend of $0.1875 per share. This represents a $0.75 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Thursday, July 31st. This is a positive change from Delta Air Lines's previous quarterly dividend of $0.15. Delta Air Lines's payout ratio is currently 10.87%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on DAL. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Delta Air Lines from $53.00 to $63.00 and gave the company a "buy" rating in a research report on Tuesday, July 8th. BNP Paribas Exane upped their price objective on shares of Delta Air Lines from $58.00 to $70.00 and gave the company an "outperform" rating in a research report on Friday, July 11th. TD Cowen upped their price objective on shares of Delta Air Lines from $55.00 to $66.00 and gave the company a "buy" rating in a research report on Monday, July 14th. Jefferies Financial Group increased their price target on shares of Delta Air Lines from $56.00 to $62.00 and gave the stock a "hold" rating in a research report on Monday, July 14th. Finally, UBS Group set a $72.00 price target on shares of Delta Air Lines in a research report on Friday, July 11th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Buy" and a consensus price target of $66.21.

Insider Activity

In related news, Director Michael P. Huerta sold 2,500 shares of the company's stock in a transaction on Tuesday, August 19th. The shares were sold at an average price of $60.70, for a total transaction of $151,750.00. Following the sale, the director owned 33,245 shares of the company's stock, valued at $2,017,971.50. This represents a 6.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Edward H. Bastian sold 35,000 shares of the company's stock in a transaction on Wednesday, July 23rd. The shares were sold at an average price of $56.28, for a total transaction of $1,969,800.00. Following the sale, the chief executive officer directly owned 632,823 shares in the company, valued at approximately $35,615,278.44. The trade was a 5.24% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 136,473 shares of company stock worth $7,663,496. 0.88% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Delta Air Lines

Institutional investors have recently made changes to their positions in the company. Blue Chip Partners LLC grew its stake in Delta Air Lines by 5.4% in the second quarter. Blue Chip Partners LLC now owns 6,251 shares of the transportation company's stock valued at $307,000 after purchasing an additional 319 shares during the last quarter. Geneos Wealth Management Inc. grew its stake in Delta Air Lines by 14.0% in the second quarter. Geneos Wealth Management Inc. now owns 4,257 shares of the transportation company's stock valued at $209,000 after purchasing an additional 524 shares during the last quarter. MUFG Securities EMEA plc purchased a new position in Delta Air Lines in the second quarter valued at about $95,000. California State Teachers Retirement System grew its stake in Delta Air Lines by 0.9% in the second quarter. California State Teachers Retirement System now owns 226,910 shares of the transportation company's stock valued at $11,159,000 after purchasing an additional 2,092 shares during the last quarter. Finally, Brighton Jones LLC grew its stake in Delta Air Lines by 33.5% in the fourth quarter. Brighton Jones LLC now owns 9,174 shares of the transportation company's stock valued at $555,000 after purchasing an additional 2,302 shares during the last quarter. Hedge funds and other institutional investors own 69.93% of the company's stock.

About Delta Air Lines

Delta Air Lines, Inc provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Minneapolis-St. Paul, Detroit, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Bogota, Lima, Mexico City, London-Heathrow, Paris-Charles de Gaulle, Sao Paulo, Seoul-Incheon, and Tokyo.

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