Delta CEO comments on raises in quarterly conference call

Delta CEO comments on raises in quarterly conference call

Delta Air Lines (DAL) reported its second-quarter (Q2) 2025 financial results today, highlighting a period of recovery and stabilization following initial volatility in the first half of the year. The Atlanta-based carrier posted significant improvements in revenue and earnings, reflecting a turnaround in travel demand and a focus on managing internal levers.

Key Highlights:

- Revenue: Delta's operating revenue reached $16.6 billion, marking a 1% increase over the same period last year [1].
- Earnings: The company reported an operating income of $2.1 billion and an adjusted earnings per share (EPS) of $3.27, both surpassing analyst expectations [1].
- Dividend Increase: Delta announced a 25% increase in its quarterly dividend, effective from the September quarter [2].
- Full-Year Guidance: The airline restored its full-year guidance, expecting EPS of $5.25 to $6.25 and free cash flow of $3 to $4 billion [2].

CEO Comments:

Delta CEO Ed Bastian commented on the Q2 results, highlighting the company's focus on strategic priorities and managing internal factors. He noted that while travel demand stabilized, consumer confidence remained a challenge. Bastian also emphasized the importance of diverse revenue streams, such as premium seating and loyalty travel awards, in driving the company's performance [1].

Outlook:

Delta expects total revenue to be flat to up 4% compared to the prior year in the September quarter, with unit revenue trends improving through the second half of the year. The company remains committed to executing its strategic priorities and delivering strong earnings and cash flow [2].

References:
[1] https://www.thestreet.com/travel/delta-earnings-strong-demand-2025
[2] https://www.prnewswire.com/news-releases/delta-air-lines-announces-june-quarter-2025-financial-results-302502102.html