Delta Air Lines Furnishes December Quarter and Full Year 2025 Financial Results and Aircraft Order
Summary
Delta Air Lines furnished its December quarter and full year 2025 financial results, reporting record revenue for both periods (via Ex. 99.1). The company projects 2026 earnings to grow 20% year-over-year and anticipates March quarter revenue growth of 5-7%. * On January 12, 2026, Delta agreed with The Boeing Company to acquire 30 Boeing 787-10 aircraft, with an option for 30 more. * Deliveries of the 787-10 aircraft will begin in 2031, with long-term financing secured for a substantial portion. * The MRO business grew revenue 25% in 2025 and expects over 20% growth in 2026 (via Ex. 99.2).
Why It Matters
The report of record revenue for 2025, coupled with strong 2026 earnings guidance of 20% growth and a 5-7% March quarter revenue outlook (via Ex. 99.1), signals robust financial health and positive future performance for investors. The significant aircraft order also outlines long-term fleet expansion plans.
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Key Quote
“On January 12, 2026, Delta Air Lines, Inc. ("Delta") entered into a definitive agreement with The Boeing Company to acquire 30 Boeing 787-10 aircraft, with an option to purchase up to an additional 30 of the same aircraft.”
— From Item 1.01
Filing Details
Reported Items
Additional Information
- CIK Number
- 0000027904
- Filing Date
- Tuesday, January 13, 2026
- Filing Time
- 12:00 AM UTC
- Form Type
- 8-K
- Materiality Level
- high
- Sentiment
- positive