Delta Air Lines (DAL) stock soared over 13% in pre-market hours after the company reported its June quarter results for 2025. The airline delivered its highest-ever quarterly revenue of $15.5 billion (Non-GAAP), marking a 1% increase from the same period in 2024. The strong performance was fueled by robust travel demand and solid execution, despite concerns about tariffs affecting consumer confidence.
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The airline benefited from its high-margin segments, with premium cabin sales rising 5% year-over-year and loyalty program revenue climbing 8%. International operations also showed strength, contributing a 2% revenue gain for the quarter.
Delta Air Lines Reinstates Full-Year Guidance
Like many U.S. carriers, Delta Air Lines had withdrawn its full-year 2025 guidance in April, citing weakened consumer demand amid President Donald Trump’s trade war.
However, the airline’s recent results signal an improved outlook, noting that bookings have stabilized and are now roughly in line with last year. This has allowed the company to project a stronger profit outlook for upcoming quarters, even as pricing pressures continue to affect industry margins.
Delta projects adjusted earnings of $1.25 to $1.75 per share for the September quarter, with a midpoint of $1.50, above the $1.31 average estimate from analysts, according to LSEG data. Revenue is expected to range from flat to 4% higher compared to the same period last year. For the full year, the airline expects adjusted earnings between $5.25 and $6.25 per share, compared to Wall Street’s consensus forecast of $5.39.
Is DAL Stock a Good Buy Now?
According to TipRanks, Wall Street has a Strong Buy consensus rating on DAL stock, based on eight Buys and two Holds assigned in the last three months. The average Delta Air Lines stock price target of $58.40 implies a 15.2% upside potential.
