Latest Earnings Results: Q3 '26
Estimated EPS
$1.77
Reported EPS
$1.72
Surprise
-3.08%
Estimated Rev
$17.65B
Reported Rev
$17.59B
Surprise
-0.38%
• Reported GAAP EPS of $1.72 up 1.18% YoY • Reported revenue of $17.59B up 15.71% YoY • Delta expects 4Q26 total revenue growth of approximately 20%, operating margin of 7%-9%, and EPS of $1.15-$1.65; FY 2026 EPS is $5.10-$5.60 and free cash flow approximately $2.5B.
Bullish Takeaway
Delta reported 16% adjusted revenue growth; loyalty revenue grew 18%, and Delta announced new international routes, expanded Los Angeles service, and completed the rollout of its AI-powered digital assistant.
Bearish Takeaway
Delta's adjusted operating margin was 9.4% versus 11.1% in 3Q25; non-fuel unit costs rose 7.3%, free cash flow was $463M, and Delta identifies aircraft-fuel price increases and supply disruptions as risks.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $1.39 | -- | -- | N/A |
Q3 '26 | $1.77 | $1.72 | -3.08% | MISSED |
Q2 '26 | $1.49 | $1.56 | 4.52% | BEAT |
Q1 '26 | $0.58 | $0.64 | 10.41% | BEAT |
Q4 '25 | $1.53 | $1.55 | 1.50% | BEAT |