Delta Air Lines reaffirms September quarter revenue guidance

September 11, 2025 9:02 AM EDT

Delta Air Lines (NYSE: DAL) reaffirmed its earnings outlook for the September quarter and full year 2025, according to a company filing. The airline expects total revenue growth of 2 to 4 percent compared to the prior year for the September quarter, positioning results in the upper half of its initial guidance range.

Delta executives are scheduled to present at the Morgan Stanley Laguna Conference on September 11, 2025 at 7:45 a.m. PT. The company projects total revenue of $16.0 to $16.3 billion for the three months ending September 30, 2025, compared to $15.68 billion in the same period of 2024.

When adjusted to exclude third-party refinery sales, Delta projects revenue of $14.9 to $15.2 billion for the September quarter, compared to $14.59 billion in the prior year period. The company excludes refinery sales to third parties from its adjusted revenue figures as these operations are not related to its airline segment.

Delta cited operational performance, demand trends, and industry supply rationalization as factors supporting its revenue outlook. The company initially provided its earnings guidance on July 10, 2025.



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