Want to see DLAKY full AI Analyst Report?
Earnings Data
Report Date
Aug 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.31Last Year’s EPS
0.96Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
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
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.
DLAKY Earnings History
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 |
|---|---|---|---|
May 06, 2026 | $8.80 | $9.40 | +6.79% |
Mar 06, 2026 | $9.15 | $9.14 | -0.03% |
Oct 30, 2025 | $7.88 | $8.39 | +6.49% |
Jul 31, 2025 | $8.35 | $8.40 | +0.56% |
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 Aug 04, 2026, Before Open (Confirmed).
What is Deutsche Lufthansa AG (DLAKY) earnings time?
Deutsche Lufthansa AG (DLAKY) earnings time is at Aug 04, 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 (Q2) is 0.31.