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Q4 2025 Earnings — Material Agreement, Results of Operations
Filed January 13, 2026
Full-year 2025 earnings hit $5.82/share with record free cash flow of $4.6 billion, and management is guiding for ~20% EPS growth in 2026 to a midpoint of $7.00/share. Accelerating demand across consumer and corporate channels, with March quarter revenue expected up 5-7% year-over-year, signals Delta's premium-focused strategy and diversified revenue streams — now 60% of total revenue — are compounding into durable margin expansion.
Filing Items
Item 1.01 — Material Agreement
A significant business agreement has been entered into — could be a partnership, acquisition, licensing deal, or major contract.
Item 2.02 — Results of Operations
The company is reporting its quarterly or annual financial results. This is the filing that accompanies an earnings call.
Item 9.01 — Financial Statements
Financial statements and exhibits are attached to this filing. Usually accompanies other items rather than standing alone.
Extracted Milestones (9)
Delta Announces Nonstop ATL–Riyadh Service Launching October 2026
Delta formally announced new nonstop service from Atlanta (ATL) to Riyadh, Saudi Arabia, scheduled to begin in October 2026.
Delta Concierge AI-Powered App Assistant Launched in Beta
Delta launched Delta Concierge in beta, an AI-powered assistant within the Fly Delta app designed to deliver real-time, personalized support to SkyMiles members.
GEnx Engine Servicing Agreement Signed with GE Aerospace for 787-10 Fleet
Concurrent with its 787-10 aircraft order, Delta entered into an agreement with GE Aerospace to service the GEnx engines selected for the new widebody aircraft.
1,000th Free Wi-Fi-Enabled Aircraft Enters Service
In December 2025, Delta celebrated the milestone of its 1,000th free Wi-Fi-enabled aircraft entering service, expanding fast and free Wi-Fi availability for all customers through a free SkyMiles account.
Delta Orders 30 Boeing 787-10 Widebody Aircraft with Options for 30 More
Delta reached a formal agreement with Boeing to purchase 30 787-10 widebody aircraft, with options for an additional 30, with deliveries scheduled to begin in 2031 to support international expansion.
Delta–Uber Airport Drop-Off Integration Launched at LGA and ATL
Delta launched a new Uber airport drop-off feature at LaGuardia and Atlanta airports designed to elevate the customer experience and reduce congestion, with over 1.5 million SkyMiles members linking accounts since the broader partnership launched in April.
New Salt Lake City Sky Club Opens as Second-Largest in Delta Network
Delta opened a new Sky Club at Salt Lake City International Airport spanning 34,000 square feet with seating for 600 guests in the newly expanded Concourse B.
Delta One Check-In Expanded to All U.S. Hubs Offering Delta One Service
Delta expanded its exclusive Delta One Check-In experience to every U.S. hub that offers Delta One service, providing premium customers a dedicated check-in and bag drop space.
Delta Launches Nonstop ATL–Marrakech Service, Expanding Africa Network to Six Destinations
Delta began nonstop service from Atlanta to Marrakech, Morocco, bringing its industry-leading nonstop Africa destination count to six.