Delta Air Lines, Inc.: Quarterly report
Delta reported higher passenger and refinery revenues for the September 2026 quarter, but operating income declined due to sharp increases in fuel and labor costs.
Mixed for the companyWhat the numbers say
Revenue rose 21% to $20.2B versus the same quarter last year (2.2% up on the previous quarter); operating margin narrowed from 10.1% to 7.2%; diluted EPS $1.15 versus $2.17; cash fell by $878M to $3.8B while debt fell by $800M; diluted share count up 0.8% (dilution).
What happened
- Total operating revenue increased $3,513 million to $20,186 million on broad based demand across premium, main cabin, and loyalty offerings.
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