Delta reaffirmed its earnings outlook for September 2025 and the full year, previously provided on July 10, 2025.

8-KRegulation FD DisclosureFiled Sep 11, 2025Period of report Sep 11, 2025Summary published (UTC) Oct 12, 2026

Key points

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Delta reaffirmed its earnings outlook for September 2025 and the full year, previously provided on July 10, 2025.
The company expects total revenue for September to grow 2 to 4% over prior year, in the upper half of Delta's initial guidance range.
Delta said it expects total revenue for the 3 months ended September 30, 2025 to be $16.0 to 16.3 billion, and total revenue for the 3 months ended September 30, 2024 was $15.68 billion.
The company projects adjusted total revenue for September, excluding third-party refinery sales of approximately $1.1 billion, of $14.9 to 15.2 billion, compared with adjusted total revenue of $14.59 billion in the prior-year period.

Summary

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

September 2025 Earnings Outlook Reaffirmed

Delta reaffirmed its earnings outlook for September 2025 and the full year, previously provided on July 10, 2025.

Source · Based on the filing body and exhibits

September Total Revenue Projected to Grow 2 to 4% Over Prior Year

The company expects total revenue for September to grow 2 to 4% over prior year, in the upper half of Delta's initial guidance range.

Source · Based on the filing body and exhibits

September Total Revenue Guidance $16.0 to 16.3 billion

Delta said it expects total revenue for the 3 months ended September 30, 2025 to be $16.0 to 16.3 billion, and total revenue for the 3 months ended September 30, 2024 was $15.68 billion.

Source · Based on the filing body and exhibits

Adjusted Total Revenue Excluding Third-Party Refinery Sales $14.9 to 15.2 billion

The company projects adjusted total revenue for September, excluding third-party refinery sales of approximately $1.1 billion, of $14.9 to 15.2 billion, compared with adjusted total revenue of $14.59 billion in the prior-year period.

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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