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Deutsche Lufthansa AG (DLAKY)
OTHER OTC:DLAKY
US Market

Deutsche Lufthansa AG (DLAKY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 06, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.14
Last Year’s EPS
-0.84
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Mar 06, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presents meaningful operational and financial progress: record revenues, improved adjusted EBIT and free cash flow, stronger liquidity and clear momentum across turnaround initiatives, ancillaries, cargo and MRO growth. Management also outlined concrete transformation levers (One IT, fleet renewal, productivity) with explicit targets. However, near-term risks have risen materially due to geopolitical disruption in the Middle East, a sharp short-term jet fuel/jet-crack spike, cost inflation, tariff and FX headwinds and ongoing labor negotiations. Management believes the positives and hedging/operational flexibility give it the ability to increase 2026 adjusted EBIT, but the range of uncertainty has widened and outcomes depend on the duration and magnitude of recent shocks.
Company Guidance
Guidance for 2026: the Group plans around 4% capacity growth (intercontinental mid‑ to high‑single digits, continental broadly flat), expects adjusted EBIT to be “significantly above” 2025’s adjusted EBIT of EUR 1.96bn (2025 adjusted EBIT margin 4.9%) and targets adjusted free cash flow of about EUR 0.9bn (vs EUR 1.2bn in 2025); net CapEx is guided at ~EUR 2.9bn to fund up to 45 aircraft deliveries (the largest single‑year fleet expansion, ~27 widebodies), liquidity was EUR 10.7bn at year‑end 2025 and is expected to return to the EUR 8–10bn target corridor by end‑2026, financial net debt was EUR 6.4bn with leverage improving to 1.8x. Fuel: 2026 fuel bill is estimated at ~EUR 7.2bn (EUR 7.0bn fossil + EUR 0.2bn mandatory SAF), with ~82% of Passenger Airlines’ fuel needs hedged for the remainder of 2026; recent market moves imply a near‑term 20–25% higher fuel cost for March–April versus the base case and management estimates ~EUR 5m per week impact from current Middle East cancellations (Middle East capacity ~3% in Q1 vs ~2% in 2025). Cost and transformation: Lufthansa Airlines ex‑fuel CASK is expected to increase by no more than half the annual rate of inflation in 2026, the turnaround program aims for ~EUR 1.5bn of measures by end‑2026 (EUR 2.5bn by 2028), Allegris currently shows ~12% RASK uplift and ancillaries were +15% in 2025, One IT delivered >EUR 50m in 2025 and targets ~EUR 200m of annual sustainable savings by 2030.
Record Revenue and Improved Profitability
Group revenue reached EUR 39.6 billion (+5.4% YoY). Adjusted EBIT increased by EUR 350 million to EUR 1.96 billion, delivering an adjusted EBIT margin of 4.9%.
Stronger Cash Flow, Liquidity and Leverage
Adjusted free cash flow improved to ~EUR 1.2 billion (up ~EUR 350 million YoY). Year-end liquidity was ~EUR 10.7 billion (above target corridor EUR 8–10bn). Financial net debt was EUR 6.4 billion and leverage improved to 1.8x.
Passenger Airlines Turnaround Momentum
Lufthansa Airlines adjusted EBIT improved by ~EUR 250 million in 2025; the turnaround program generated >EUR 500 million gross earnings impact in 2025 with a target of EUR 1.5 billion by end-2026 and EUR 2.5 billion by 2028.
Product Upside and Ancillaries
Ancillary revenues grew 15% in 2025. Allegris premium product is delivering ~12% higher yields (RASK uplift) versus former business class; certification and roll-out are advancing across hubs, supporting further ancillary upside.
Cargo and Logistics Outperformance
Lufthansa Cargo revenue +4% with capacity +5%; adjusted EBIT of EUR 324 million (+29% YoY). Ex-fuel unit costs fell ~6% driven by lower charter costs, IT efficiencies and better crew productivity. Recent short-term yield uplifts observed (+5% worldwide, +35% in Middle East/Asia in days following the Gulf disruption).
Lufthansa Technik Growth and Resilience
Lufthansa Technik revenue grew 12% and exceeded EUR 8 billion for the first time; third-party business +23%. Adjusted EBIT ~EUR 603 million (broadly stable) with expectations for stronger earnings in 2026 as tariff and FX headwinds normalize.
Operational Stability & Irregularity Cost Reduction
Operational improvements reduced flight irregularity costs by 43%, equivalent to EUR 362 million, contributing materially to 2025 performance and customer stability (higher on-time metrics and NPS improvements).
Early One IT Savings and Accelerated Fleet Renewal
One IT delivered >EUR 50 million of IT cost savings in its launch year with a target of ~EUR 200 million sustainable annual savings by 2030. Fleet renewal is accelerating (largest single-year order with up to 45 deliveries planned in 2026, including 27 widebodies), improving tech quota and long-term unit economics.

Deutsche Lufthansa AG (DLAKY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DLAKY Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 06, 2026
2026 (Q1)
0.14 / -
-0.842
Mar 06, 2026
2025 (Q4)
0.42 / 0.51
0.4659.46% (+0.04)
Oct 30, 2025
2025 (Q3)
0.78 / 0.94
1.007-6.26% (-0.06)
Jul 31, 2025
2025 (Q2)
0.45 / 0.96
0.433121.94% (+0.53)
Apr 29, 2025
2025 (Q1)
-0.37 / -0.84
-0.652-29.14% (-0.19)
Mar 06, 2025
2024 (Q4)
0.23 / 0.47
0.066604.55% (+0.40)
Oct 29, 2024
2024 (Q3)
0.75 / 1.01
1.062-5.18% (-0.06)
Jul 31, 2024
2024 (Q2)
0.45 / 0.43
0.802-46.01% (-0.37)
Apr 30, 2024
2024 (Q1)
-0.55 / -0.65
-0.431-51.28% (-0.22)
Mar 07, 2024
2023 (Q4)
0.15 / 0.07
0.443-85.10% (-0.38)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DLAKY Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 06, 2026
$9.40$9.40-0.03%
Oct 30, 2025
$8.10$8.63+6.48%
Jul 31, 2025
$8.59$8.63+0.57%
Apr 29, 2025
$7.20$6.88-4.44%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Deutsche Lufthansa AG (DLAKY) report earnings?
Deutsche Lufthansa AG (DLAKY) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
    What is Deutsche Lufthansa AG (DLAKY) earnings time?
    Deutsche Lufthansa AG (DLAKY) earnings time is at May 06, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is DLAKY EPS forecast?
          DLAKY EPS forecast for the fiscal quarter 2026 (Q1) is 0.14.