Delta Air Lines reported fourth-quarter earnings that outperformed Wall Street estimates, propelled by strong travel demand and solid operational performance. Following the announcement, the airline’s shares rose 1.5% in premarket trading.
The company posted adjusted earnings per share (EPS) of $1.85, surpassing the consensus estimate of $1.75. Revenue for the quarter reached $14.4 billion, exceeding forecasts of $14.13 billion and marking a 5.7% year-over-year increase.
Delta experienced a surge in demand during the quarter, with November and December recording four of the top ten revenue days in its history. The increase in cash bookings was fueled by robust activity from both leisure and corporate travelers, highlighting broad-based strength across customer segments.
“2024 was a great year for Delta, with our results reflecting differentiation from the industry and increased durability,” remarked CEO Ed Bastian. “Our people finished the year strong, delivering industry-leading operational and financial performance.”
Optimistic Guidance for 2025
Looking ahead, Delta provided upbeat guidance for the first quarter of 2025, projecting EPS in the range of $0.70 to $1.00, compared to analyst expectations of $0.77. The airline also expects Q1 revenue growth of 7% to 9% year-over-year.
For the full year 2025, Delta anticipates EPS to exceed $7.35, representing over 10% growth compared to 2024 when excluding one-time impacts. On an adjusted basis, this guidance implies an impressive 19% growth in earnings.
The strong performance and optimistic outlook underscore Delta’s ability to capitalize on enduring travel demand while maintaining industry-leading operational efficiency. As the company navigates 2025, its robust financial guidance highlights confidence in continued growth and resilience in a dynamic travel landscape.