Form 8-K · Current report
Delta Air Lines 8-K, filed Oct 9, 2026
- Filed
- CIK
- 0000027904
- Accession no.
- 0000027904-26-000035
Summary
Delta Air Lines reported September quarter 2026 financial results, including GAAP operating revenue of $20.2 billion and EPS of $1.15, non-GAAP operating revenue of $17.6 billion and EPS of $1.72, and adjusted pre-tax income of $1.5 billion. CEO Ed Bastian said demand remained strong despite elevated fuel costs, and CFO Erik Snell guided December-quarter EPS of $1.15–$1.65 and full-year 2026 EPS of $5.10–$5.60 with free cash flow of about $2.5 billion.
Key points
- Delta's September quarter GAAP operating revenue was $20.2 billion, operating income was $1.5 billion, pre-tax income was $1.1 billion, and EPS was $1.15; non-GAAP operating revenue was $17.6 billion, operating income was $1.7 billion, pre-tax income was $1.5 billion, and EPS was $1.72.
- Delta guided December quarter total revenue growth of approximately 20% year-over-year, EPS of $1.15–$1.65, operating margin of 7%–9%, and full-year 2026 EPS of $5.10–$5.60 with free cash flow of approximately $2.5 billion.
- Delta's adjusted fuel price was $3.61 per gallon in the September quarter, up 60% year-over-year, and it projected a December quarter all-in fuel price of approximately $4.25 per gallon.
- Delta announced new international service from Seattle to Tokyo-Narita, Los Angeles to Manila, Austin to Paris-Charles de Gaulle, Detroit to Athens, and Boston to Venice beginning in 2027, and established a Chief Data Officer position with Ramnik Bajaj.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition. Delta Air Lines, Inc. today issued a press release reporting financial results for the quarter ended September 30, 2026. The press release is furnished as Exhibit 99.1 to this Form 8-K. The information furnished in this Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed incorporated by reference into any other filing with the Securities and Exchange Commission. Item 9.01 Financial Statements and Exhibits. (d) Exhibits. …
An excerpt of the text as filed with the SEC, cut for length.
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