Delta Air Lines (NYSE:DAL) has reaffirmed its revenue projections for the September quarter and the full 2025 fiscal year, according to a recent company filing. The airline anticipates total revenue growth of 2% to 4% year-over-year for the quarter, placing results toward the upper end of its previously provided guidance range.
Delta executives are set to speak at the Morgan Stanley Laguna Conference on September 11, 2025, at 7:45 a.m. PT. The company expects total revenue between $16.0 billion and $16.3 billion for the three months ending September 30, 2025, up from $15.68 billion in the same period last year.
When adjusted to exclude sales from third-party refinery operations, Delta forecasts revenue of $14.9 billion to $15.2 billion for the September quarter, compared with $14.59 billion a year earlier. The airline removes these refinery sales from its adjusted revenue figures as they are outside its core airline business.
Delta cited factors such as operational efficiency, strong demand, and industry-wide supply rationalization as key drivers behind its revenue expectations. The company initially provided its September quarter earnings guidance on July 10, 2025.
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