Delta Air Lines (NYSE:DAL) Releases Q2 2025 Earnings Guidance

Delta Air Lines (NYSE:DAL) issued an update on its second quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.700-2.300 for the period, compared to the consensus estimate of 2.230. The company issued revenue guidance of $16.3 billion-$17.0 billion, compared to the consensus revenue estimate of $16.2 billion. Delta Air Lines also updated its Q2 guidance to $1.70-2.30 EPS.

Delta Air Lines Stock Up 23.8 %

Shares of NYSE DAL opened at $44.42 on Thursday. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.37 and a quick ratio of 0.32. The firm has a 50-day simple moving average of $53.48 and a two-hundred day simple moving average of $57.81. Delta Air Lines has a 1 year low of $34.74 and a 1 year high of $69.98. The company has a market cap of $28.72 billion, a P/E ratio of 8.33, a PEG ratio of 0.75 and a beta of 1.23.

Delta Air Lines (NYSE:DAL) last announced its earnings results on Wednesday, April 9th. The transportation company reported $0.46 earnings per share for the quarter, missing the consensus estimate of $0.84 by ($0.38). The firm had revenue of $12.98 billion during the quarter, compared to analyst estimates of $13.85 billion. Delta Air Lines had a net margin of 5.61% and a return on equity of 30.41%. Delta Air Lines’s revenue was down 5.6% on a year-over-year basis. During the same quarter last year, the business earned $0.45 earnings per share. Research analysts anticipate that Delta Air Lines will post 7.63 earnings per share for the current year.

Delta Air Lines Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, March 20th. Shareholders of record on Thursday, February 27th were paid a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a yield of 1.35%. The ex-dividend date was Thursday, February 27th. Delta Air Lines’s dividend payout ratio (DPR) is 11.26%.

Wall Street Analysts Forecast Growth

DAL has been the subject of several recent analyst reports. TD Cowen raised their price objective on shares of Delta Air Lines from $78.00 to $90.00 and gave the company a “buy” rating in a research note on Monday, January 13th. The Goldman Sachs Group dropped their price target on Delta Air Lines from $83.00 to $60.00 and set a “buy” rating for the company in a research note on Wednesday, April 2nd. Jefferies Financial Group restated a “hold” rating and set a $46.00 price objective (down previously from $85.00) on shares of Delta Air Lines in a research note on Tuesday, April 1st. UBS Group downgraded Delta Air Lines from a “buy” rating to a “neutral” rating and lowered their target price for the company from $77.00 to $42.00 in a research note on Monday. Finally, Citigroup decreased their price objective on shares of Delta Air Lines from $80.00 to $72.00 and set a “buy” rating for the company in a report on Tuesday, March 18th. Four investment analysts have rated the stock with a hold rating, eleven have given a buy rating and two have assigned a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $65.63.

Insider Buying and Selling

In other news, CEO Edward H. Bastian sold 91,710 shares of Delta Air Lines stock in a transaction that occurred on Wednesday, January 22nd. The shares were sold at an average price of $69.85, for a total value of $6,405,943.50. Following the transaction, the chief executive officer now owns 439,819 shares of the company’s stock, valued at $30,721,357.15. This trade represents a 17.25 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP William C. Carroll sold 8,400 shares of the business’s stock in a transaction on Friday, January 17th. The stock was sold at an average price of $66.02, for a total transaction of $554,568.00. Following the transaction, the senior vice president now directly owns 19,756 shares of the company’s stock, valued at approximately $1,304,291.12. This represents a 29.83 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 162,886 shares of company stock worth $11,116,463. 0.96% of the stock is owned by company insiders.

Institutional Trading of Delta Air Lines

An institutional investor recently raised its position in Delta Air Lines stock. Brighton Jones LLC grew its position in Delta Air Lines, Inc. (NYSE:DAL) by 33.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,174 shares of the transportation company’s stock after acquiring an additional 2,302 shares during the quarter. Brighton Jones LLC’s holdings in Delta Air Lines were worth $555,000 as of its most recent SEC filing. 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.