Delta reported Q2 revenue of $17.67 billion, up 14% year-over-year on just 1% more capacity, with a 12.4% unit revenue increase driven by premium and loyalty segments each rising nearly 20% and comprising 61% of total revenue. EPS beat estimates at $1.56 versus $1.47, despite record fuel costs, while operating margin reached 9% and ROIC hit 11%. Management affirmed full-year EPS guidance of $6.50-$7.50, citing high fuel as a catalyst for industry change and diversified streams like the Amex partnership nearing $9 billion and TechOps at $1.2 billion as key supports.

Company: Delta Air Lines, Inc. (DAL) — Q2 FY2026

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