Delta Air Lines Shares Jump After Beating Profit Expectations and Reinstating Guidance

Stock Performance
Delta Air Lines shares jumped 12.37% to $56.97 on July 10, 2025, after the carrier topped profit expectations and reinstated its full-year guidance.

Quarterly Results

  • Earnings per Share: Adjusted EPS of $2.10 beat consensus estimates.
  • Revenue: $15.51 billion, roughly in line with forecasts but slightly below some analyst models.

Guidance Restored
Management reinstated its 2025 profit outlook, forecasting adjusted EPS of $5.25–$6.25, matching analysts’ prior expectations.

Valuation Snapshot

  • Price/Earnings (P/E): About 8.9× trailing earnings.
  • Price/Sales (P/S): Approximately 0.53×.

Analyst Sentiment
Sanford C. Bernstein cut its price target on Delta to $60 from $61 in June, maintaining an Outperform rating. Other firms, including UBS and Raymond James, also trimmed targets over the past year amid higher fuel costs and cautious demand forecasts.

Delta’s strong profit beat and renewed guidance underscore its resilience, even as investors weigh ongoing cost pressures.