Delta Air Lines Stock Soars 11% on Strong Q2 Earnings and Reinstated Guidance

Delta Air Lines Inc. (NYSE: DAL) shares surged 11% to $49.61 following a robust Q2 2025 earnings report and the reinstatement of full-year guidance. The airline posted adjusted EPS of $2.10, edging past the $2.05 consensus, with revenue climbing 1% year-over-year to $15.5 billion.

Net income jumped 63% to $2.13 billion, fueled by premium product demand and American Express partnership revenue. While Delta revised its 2025 EPS forecast downward to $5.25–$6.25 from January's $7.35 projection, the MOVE signals renewed confidence after April's guidance withdrawal.

The earnings beat comes as travel demand stabilizes, prompting strategic capacity cuts post-summer. With United, American, and Southwest set to report, Delta's performance sets a high bar for airline sector earnings season.