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Did Delta Air Lines Beat Earnings?
Delta Air Lines (DAL) reported Q2 '26 revenue of $19.8B, up 18.7% year-over-year, with reported EPS of $1.56. That topped the $1.51 analyst estimate by 3.3% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Delta Air Lines’s job postings, web traffic, and employee business outlook. See the full DAL stock analysis or the earnings calendar for upcoming reports.
DAL Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $1.51 | $1.56 | Beat +3.3% |
| Q1 '26 | $0.57 | $0.64 | Beat +12.3% |
| Q4 '25 | $1.55 | $1.55 | Met +0.0% |
| Q3 '25 | $1.53 | $1.71 | Beat +11.8% |
| Q2 '25 | $2.06 | $2.10 | Beat +1.9% |
| Q1 '25 | $0.39 | $0.46 | Beat +17.9% |
Delta Air Lines Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 15.7B | 15.6B | 14B | 16.6B | 16.7B | 16B | 15.9B | 19.8B |
| Gross margin | 26.4% | 28.6% | 21.5% | 30.3% | 23.5% | 22.4% | 28.6% | 33.5% |
| Operating margin | 8.9% | 11.0% | 4.1% | 12.6% | 10.1% | 9.2% | 3.2% | 9.4% |
| Net income | 1.27B | 843M | 240M | 2.13B | 1.42B | 1.22B | -289M | 1.6B |
| Net margin | 8.1% | 5.4% | 1.7% | 12.8% | 8.5% | 7.6% | -1.8% | 8.1% |
| EPS | $1.50 | $1.85 | $0.46 | $2.10 | $1.71 | $1.55 | $0.64 | $1.56 |
Delta Air Lines Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Delta Air Lines’s quarterly revenue moved from $15.7B to $19.8B. Net margin held roughly steady from 8.1% to 8.1%, against a 33.5% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Delta Air Lines has beaten Wall Street EPS estimates in 7 of its last 8 reported quarters.
When Is Delta Air Lines’s Next Earnings Date?
Delta Air Lines reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the DAL earnings calendar.
Frequently Asked Questions: Delta Air Lines Earnings
Delta Air Lines's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Delta Air Lines reported Q2 '26 EPS of $1.56 on revenue of $19.8B (+18.7% YoY). Delta Air Lines beat estimates, reporting $1.56 vs. the $1.51 estimate.
Delta Air Lines reported Q2 '26 revenue of $19.8B, up 18.7% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the DAL AI Score.
