Delta Air Lines Files 8-K Report

Ticker: DAL · Form: 8-K · Filed: Sep 11, 2025 · CIK: 27904

Sentiment: neutral

Topics: regulation-fd, disclosure

Related Tickers: DAL

TL;DR

Delta just dropped an 8-K, likely with important news for investors.

AI Summary

On September 11, 2025, Delta Air Lines, Inc. filed an 8-K report. The filing indicates a Regulation FD Disclosure, meaning it contains material information that may be of interest to investors. No specific financial transactions or events are detailed in the provided excerpt.

Why It Matters

This filing signals that Delta Air Lines has made a public disclosure of material information, which could impact investor decisions.

Risk Assessment

Risk Level: low — The filing is a standard 8-K report without immediate indication of negative events or significant financial changes.

Key Players & Entities

FAQ

What is the primary purpose of this 8-K filing?

The primary purpose of this 8-K filing is to serve as a Regulation FD Disclosure, indicating that Delta Air Lines, Inc. has released material information.

What is the exact date of the earliest event reported in this filing?

The date of the earliest event reported in this filing is September 11, 2025.

What is the state of incorporation for Delta Air Lines, Inc.?

Delta Air Lines, Inc. is incorporated in Delaware.

What is the IRS Employer Identification Number for Delta Air Lines, Inc.?

The IRS Employer Identification Number for Delta Air Lines, Inc. is 58-0218548.

What is the principal executive office address for Delta Air Lines, Inc.?

The principal executive office address for Delta Air Lines, Inc. is P.O. Box 20706, Atlanta, Georgia 30320-6001.

Filing Stats: 1,279 words · 5 min read · ~4 pages · Grade level 14.3 · Accepted 2025-09-11 09:00:29

Key Financial Figures

Filing Documents

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure. As previously announced, executives of Delta Air Lines, Inc. ("Delta") are presenting at the Morgan Stanley Laguna Conference on September 11, 2025 at 7:45 a.m. PT / 10:45 a.m. ET. Delta is reaffirming its earnings outlook for the September quarter and full year 2025, previously provided on July 10, 2025. With industry leading operational performance, improved demand trends and industry supply rationalization, Delta expects to deliver total revenue growth of up 2 to 4 percent over prior year for the September quarter, in the upper half of Delta's initial guidance range. Reconciliation of Non-GAAP Financial Measures Delta sometimes uses information ("non-GAAP financial measures") that is derived from Delta's Consolidated Financial Statements, but that is not presented in accordance with accounting principles generally accepted in the U.S. ("GAAP"). Under the U.S. Securities and Exchange Commission rules, non-GAAP financial measures may be considered in addition to results prepared in accordance with GAAP, but should not be considered a substitute for or superior to GAAP results. The table below shows a reconciliation of the non-GAAP financial measure used above to the most directly comparable GAAP financial measure. The reconciliation below may not calculate exactly due to rounding. The following adjustment to GAAP measures is made to provide comparability between the reported periods, if applicable, and for the reason indicated below: Third-party refinery sales . Refinery sales to third parties, and related expenses, are not related to Delta's airline segment. Excluding these sales therefore provides a more meaningful comparison of Delta's airline operations to the rest of the airline industry. Total Revenue, adjusted Three Months Ended (Projected) (in billions) September 30, 2025 September 30, 2024 Total revenue $ 16.0 – 16.3 $ 15.68 Adjusted for: Third-party refinery sales ~(1.1 ) (1.08 ) Total reve

Forward Looking Statements

Forward Looking Statements including statements regarding our estimates, expectations, beliefs, intentions, projections, goals, aspirations, commitments or strategies for the future, should be considered "forward-looking statements" under the Securities Act of 1933, as amended, the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Such statements are not guarantees or promised outcomes and should not be construed as such. All forward-looking statements involve a number of risks and uncertainties that could cause actual results to differ materially from the estimates, expectations, beliefs, intentions, projections, goals, aspirations, commitments and strategies reflected in or suggested by the forward-looking statements. These risks and uncertainties include, but are not limited to, the possible effects of serious accidents involving our aircraft or aircraft of our airline partners; breaches or lapses in the security of technology systems we use and rely on, which could compromise the data stored within them, as well as failure to comply with evolving global privacy and security regulatory obligations or adequately address increasing customer focus on privacy issues and data security; disruptions in our information technology infrastructure; our dependence on technology in our operations; increases in the cost of aircraft fuel; extended disruptions in the supply of aircraft fuel, including from Monroe Energy, LLC ("Monroe"), a wholly-owned subsidiary of Delta that operates the Trainer refinery; failure to receive the expected results or returns from our commercial relationships with airlines in other parts of the world and the investments we have in certain of those airlines; the effects of a significant disruption in the operations or performance of third parties on which we rely; failure to comply with the financial and other covenants in our finan

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. DELTA AIR LINES, INC. By: /s/ Daniel C. Janki Daniel C. Janki Executive Vice President & Chief Financial Officer Date: September 11, 2025 4

View Full Filing

View this 8-K filing on SEC EDGAR

View on Read The Filing