[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 71.8K followers Created: 2025-07-10 10:33:00 UTC $DAL | Delta Air Lines Q2'25 Earnings Highlights 🔹 Adj. EPS: $XXXX (Est. $2.05) 🟢; DOWN -XX% YoY 🔹 Revenue: $15.5B (Est. $15.42B) 🟢; UP +1% YoY 🔹 NI: $1.37B; -XX% YoY 🔹 OI: $2.05B; -XX% YoY FY25 Guidance (Restored): 🔹 EPS: $XXXX - $XXXX (Est. $5.39) 🟢 🔹 Free Cash Flow: $3B - $4B 🔹 Gross Leverage: <2.5x Q3 FY25 Guidance: 🔹 EPS: $XXXX - $XXXX 🔹 Revenue Growth: Flat to +4% YoY 🔹 Operating Margin: X% - XX% Operational Highlights: 🔹 TRASM: 19.97¢; DOWN -X% YoY 🔹 Non-fuel CASM: 13.49¢; UP +2.7% YoY 🔹 Adjusted Fuel Expense: $2.51B; DOWN -XX% YoY; Avg. Fuel Price: $2.26/gal (DOWN -XX% YoY) 🔹 Adjusted Operating Cash Flow: $1.84B (DOWN -XX% YoY) 🔹 Free Cash Flow: $733M (DOWN -XX% YoY) 🔹 Gross CapEx: $1.17B (DOWN -X% YoY) 🔹 Adjusted Net Debt: $16.3B (DOWN -XX% YoY) Segment & Strategic Highlights: 🔹 Premium Revenue: UP +5% YoY 🔹 Loyalty Revenue: UP +8% YoY 🔹 Amex Remuneration: $2B; UP +10% YoY 🔹 Cargo Revenue: UP +7% YoY 🔹 MRO Revenue: UP +29% YoY 🔹 International Revenue: UP +2% YoY 🔸 Pacific Revenue: UP +11% YoY 🔸 Transatlantic Revenue: UP +2% YoY Balance Sheet & Capital Return: 🔹 Total Debt & Finance Lease Obligations: $15.1B (DOWN -XX% YoY) 🔹 Liquidity: $6.4B (including $3.1B undrawn revolver) 🔹 Dividend Increase: +25% beginning September quarter 🔹 Dividend Payment: $591M; UP +6% YoY 🔹 Share Repurchases: $202M CEO Ed Bastian Commentary: 🔸 "Delta delivered record revenue with a XX% operating margin, generating $1.8B in pre-tax profit. As we enter the second half of our centennial year, we remain focused on executing strategic priorities to drive strong earnings and cash flow." President Glen Hauenstein Commentary: 🔸 "Demand trends stabilized, with resilience in high-margin revenue streams. We expect unit revenue trends to improve through H2 as capacity adjusts and supply rationalizes." CFO Dan Janki Commentary: 🔸 "We expect Q3 to be our best non-fuel unit cost performance of the year. We remain on track to deliver low single-digit non-fuel unit cost growth YoY." Strategic & Operational Updates: 🔸 Launched expanded partnerships (WestJet equity stake, LATAM JV expansion to Argentina, future India-Europe-US JV with IndiGo, Air France-KLM, Virgin Atlantic) 🔸 Record Transatlantic summer schedule launched 🔸 XX aircraft delivered in Q2; XX aircraft retired 🔸 Expanded Sky Club lounges and opened first Delta One Lounge in SEA 🔸 Fly Delta app XXX launched; Uber partnership expanded 🔸 Continued rollout of fast, free Wi-Fi; XX% mainline fleet expected equipped by end-2025 🔸 Issued 2024 Delta Difference Report highlighting sustainability progress (fuel efficiency +45M gallons saved YoY) XXXXXX engagements  **Related Topics** [$4b](/topic/$4b) [$3b](/topic/$3b) [cash flow](/topic/cash-flow) [$205b](/topic/$205b) [$137b](/topic/$137b) [$1542b](/topic/$1542b) [$155b](/topic/$155b) [quarterly earnings](/topic/quarterly-earnings) [Post Link](https://x.com/wallstengine/status/1943257139499471166)
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Wall St Engine @wallstengine on x 71.8K followers
Created: 2025-07-10 10:33:00 UTC
$DAL | Delta Air Lines Q2'25 Earnings Highlights
🔹 Adj. EPS: $XXXX (Est. $2.05) 🟢; DOWN -XX% YoY 🔹 Revenue: $15.5B (Est. $15.42B) 🟢; UP +1% YoY 🔹 NI: $1.37B; -XX% YoY 🔹 OI: $2.05B; -XX% YoY
FY25 Guidance (Restored): 🔹 EPS: $XXXX - $XXXX (Est. $5.39) 🟢 🔹 Free Cash Flow: $3B - $4B 🔹 Gross Leverage: <2.5x
Q3 FY25 Guidance: 🔹 EPS: $XXXX - $XXXX 🔹 Revenue Growth: Flat to +4% YoY 🔹 Operating Margin: X% - XX%
Operational Highlights: 🔹 TRASM: 19.97¢; DOWN -X% YoY 🔹 Non-fuel CASM: 13.49¢; UP +2.7% YoY 🔹 Adjusted Fuel Expense: $2.51B; DOWN -XX% YoY; Avg. Fuel Price: $2.26/gal (DOWN -XX% YoY) 🔹 Adjusted Operating Cash Flow: $1.84B (DOWN -XX% YoY) 🔹 Free Cash Flow: $733M (DOWN -XX% YoY) 🔹 Gross CapEx: $1.17B (DOWN -X% YoY) 🔹 Adjusted Net Debt: $16.3B (DOWN -XX% YoY)
Segment & Strategic Highlights: 🔹 Premium Revenue: UP +5% YoY 🔹 Loyalty Revenue: UP +8% YoY 🔹 Amex Remuneration: $2B; UP +10% YoY 🔹 Cargo Revenue: UP +7% YoY 🔹 MRO Revenue: UP +29% YoY 🔹 International Revenue: UP +2% YoY 🔸 Pacific Revenue: UP +11% YoY 🔸 Transatlantic Revenue: UP +2% YoY
Balance Sheet & Capital Return: 🔹 Total Debt & Finance Lease Obligations: $15.1B (DOWN -XX% YoY) 🔹 Liquidity: $6.4B (including $3.1B undrawn revolver) 🔹 Dividend Increase: +25% beginning September quarter 🔹 Dividend Payment: $591M; UP +6% YoY 🔹 Share Repurchases: $202M
CEO Ed Bastian Commentary: 🔸 "Delta delivered record revenue with a XX% operating margin, generating $1.8B in pre-tax profit. As we enter the second half of our centennial year, we remain focused on executing strategic priorities to drive strong earnings and cash flow."
President Glen Hauenstein Commentary: 🔸 "Demand trends stabilized, with resilience in high-margin revenue streams. We expect unit revenue trends to improve through H2 as capacity adjusts and supply rationalizes."
CFO Dan Janki Commentary: 🔸 "We expect Q3 to be our best non-fuel unit cost performance of the year. We remain on track to deliver low single-digit non-fuel unit cost growth YoY."
Strategic & Operational Updates: 🔸 Launched expanded partnerships (WestJet equity stake, LATAM JV expansion to Argentina, future India-Europe-US JV with IndiGo, Air France-KLM, Virgin Atlantic) 🔸 Record Transatlantic summer schedule launched 🔸 XX aircraft delivered in Q2; XX aircraft retired 🔸 Expanded Sky Club lounges and opened first Delta One Lounge in SEA 🔸 Fly Delta app XXX launched; Uber partnership expanded 🔸 Continued rollout of fast, free Wi-Fi; XX% mainline fleet expected equipped by end-2025 🔸 Issued 2024 Delta Difference Report highlighting sustainability progress (fuel efficiency +45M gallons saved YoY)
XXXXXX engagements
Related Topics $4b $3b cash flow $205b $137b $1542b $155b quarterly earnings