Delta said it expects total revenue for the March 2025 quarter to grow 3 to 4% year over year. Its initial guidance in the same table was for growth of 7 to 9%.

8-KRegulation FD DisclosureFiled Mar 10, 2025Period of report Mar 10, 2025Summary published (UTC) Oct 16, 2026

Key points

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Delta said it expects total revenue for the March 2025 quarter to grow 3 to 4% year over year. Its initial guidance in the same table was for growth of 7 to 9%.
The company said it expects an operating margin of 4% to 5% for Q1 (initial guidance of 6% to 8%) and earnings per share of $0.30 to $0.50 (initial guidance of $0.70 to $1.00).
The company said the recent drop in consumer and corporate confidence, caused by higher macro uncertainty, has led to softer domestic demand. It said premium, international and loyalty revenue growth trends are in line with expectations.
Delta expects total revenue for the 3 months ended March 31, 2025 of $13.9 to 14.1 billion, and said adjusted total revenue, which excludes about $1.0 billion in third-party refinery sales, is expected to be $12.9 to 13.1 billion.

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Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Delta Revises March Quarter Revenue Growth Outlook

Delta said it expects total revenue for the March 2025 quarter to grow 3 to 4% year over year. Its initial guidance in the same table was for growth of 7 to 9%.

Source · Based on the filing body and exhibits

Delta Sets March Quarter Margin and EPS Outlook

The company said it expects an operating margin of 4% to 5% for Q1 (initial guidance of 6% to 8%) and earnings per share of $0.30 to $0.50 (initial guidance of $0.70 to $1.00).

Source · Based on the filing body and exhibits

Reasons the Company Cited for the Outlook Revision

The company said the recent drop in consumer and corporate confidence, caused by higher macro uncertainty, has led to softer domestic demand. It said premium, international and loyalty revenue growth trends are in line with expectations.

Source · Based on the filing body and exhibits

March Quarter Total and Adjusted Revenue Outlook

Delta expects total revenue for the 3 months ended March 31, 2025 of $13.9 to 14.1 billion, and said adjusted total revenue, which excludes about $1.0 billion in third-party refinery sales, is expected to be $12.9 to 13.1 billion.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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