Solid March quarter revenue and strong cost performance drove profitability in line with last year. Guiding to June quarter operating margin of 11 percent to 14 percent and EPS of $1.70 to $2.30. Reducing planned capacity growth in the second half to flat year on year, aligning supply with demand
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DeltaATLANTA, April 9, 2025 – Delta Air Lines (NYSE: DAL) today reported financial results for the March quarter and provided its outlook for the June quarter. Highlights of the March quarter, including both GAAP and adjusted metrics, are on page five and incorporated here.
“While the first quarter unfolded differently than initially expected, we delivered solid profitability that was flat to prior year and is expected to lead the industry. I would like to thank our people for their outstanding performance and hard work during the quarter,” said Ed Bastian, Delta’s chief executive officer.
“With broad economic uncertainty around global trade, growth has largely stalled. In this slower-growth environment, we are protecting margins and cash flow by focusing on what we can control. This includes reducing planned capacity growth in the second half of the year to flat over last year while actively managing costs and capital expenditures.”
“We expect June quarter profitability of $1.5 to $2 billion. Given the lack of economic clarity, it is premature at this time to provide an updated full-year outlook. Given our position of strength, our bias toward action and the decline in fuel prices, Delta remains well positioned to deliver solid profitability and free cash flow for the year. I expect that our financial results will continue to lead the industry and validate our strategy to create differentiation and greater financial durability.
Read full earnings release here.
Key takeaways for Loyalty & CX:
“Based on current trends, we expect June quarter total revenue to be down 2 percent to up 2 percent over prior year, with continued resilience in premium, loyalty and international partially offsetting Domestic and main cabin softness. 2025 is playing out differently than we expected at the start of the year. As a result, we are adapting to current conditions while staying true to our long-term strategy.”
• Record March quarter revenue supported by diverse revenue streams: Delta’s year-over-year revenue growth of up 3.3 percent in the March quarter was driven by the resilience of diversified revenue streams, which contributed nearly 60 percent of total revenue in the March quarter and grew mid-single digits over prior year. Adjusted total unit revenue (TRASM) was down 1.0 percent from the March quarter of 2024.
• Premium and loyalty highlight the strength of Delta’s core customer: Premium revenue growth continues to outpace main cabin, growing 7 percent on a year-over-year basis in the March quarter. American Express remuneration of $2.0 billion was a March quarter record, up 13 percent year-over-year, driven by strong cobrand spend and acquisitions.
• International revenue grew mid-single digits year-over-year: Pacific revenue grew 16 percent on double-digit capacity growth, with unit revenue inflecting positive. Transatlantic revenue was up 5 percent over prior year, with unit revenue up 8 percent. Latin America revenue grew 5 percent over prior year with modestly negative unit revenue growth.
• Corporate growth moderated through the quarter: After starting the year with momentum, a reduction in corporate confidence stalled growth in February and March. For the quarter, corporate sales* were up lowsingle digits compared to prior year, with strength led by the banking and technology sectors.
*Corporate travel sales represent the revenue from tickets sold to corporate contracted customers, including tickets for travel during and beyond the referenced time period.
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Customer Experience and Loyalty:
• Completed construction of the new Sky Club in ATL Concourse D, spanning 25,000 square feet with seating for more than 500
• Continued rolling out fast, free WiFi for SkyMiles members with over 90 percent of the mainline fleet now equipped
• Began flying aircraft with the new, previously announced cabin design on A350 and Boeing 757 aircraft, elevating the travel experience with new seating materials, enhanced lighting and a refreshed color palette
• Expanded first-of-its-kind Shake Shack partnership to customers sitting in First Class departing from ATL, LAX, LGA and SEA on flights over 900 miles
• Announced partnership with luxury Champagne brand Taittinger, available to Delta One customers on international flights, further enhancing the best-in-class Delta One experience
• Revamped the Special Meals menu for customers in First Class and Delta One departing from the U.S. with chef-curated meals made fresh in-house for those with dietary restrictions and preferences
• Named the Official Global Airline of the PGA TOUR and PGA TOUR Champions, beginning a multi-year partnership with the organization
Source: GLO / Delta Air Lines
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