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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Delta Air Lines (DAL) is 6/10.
Delta reported Q1 record revenue of $14.2 billion, up 9.4% year-over-year, with adjusted earnings of $0.64 per share. Full-year guidance was effectively deferred due to Middle East conflict driving an unprecedented fuel price spike to $4.30 per gallon. Corporate demand set a record with double-digit growth across all sectors, and MRO revenue more than doubled to $380 million. Capacity was being reduced and the fuel recapture strategy activated, while adjusted net debt declined 20% year-over-year.
Scored from Delta Air Lines’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $15.56B | +9.4% | $1.29 | -59.2% | 11.0% | 5.4% | $584M |
| FY2025 Q1 | $14.04B | +2.1% | $0.37 | +544.6% | 4.1% | 1.7% | $1.15B |
| FY2025 Q2 | $16.65B | -0.1% | $3.26 | +62.2% | 12.6% | 12.8% | $648M |
| FY2025 Q3 | $16.67B | +6.4% | $2.17 | +10.2% | 10.1% | 8.5% | $687M |
| FY2025 Q4 | $16.00B | +2.9% | $1.86 | +44.2% | 9.2% | 7.6% | $1.35B |
| FY2026 Q1 | $15.85B | +12.9% | $-0.44 | -218.9% | 3.2% | -1.8% | $1.23B |
| FY2026 Q2 | $19.76B | +18.7% | $2.44 | -25.2% | 9.4% | 8.1% | $2.79B |