Delta Air Lines
Oct 4, 2026, 10:55 PM PDT
Shortcut
1.64Shortcut
-12.7% vs Street
Street
1.88Street
Frozen October 4 snapshot
Real
1.72Real
Shortcut win
Q3 FY2026 normalized EPS uses Delta’s adjusted diluted EPS of $1.72, matching the published forecast’s adjusted-EPS target. GAAP diluted EPS was $1.15.
Issuer earnings release ↗Absolute EPS error: Shortcut 7.9¢ · Street 16.0¢. Scored using the saved published forecast.
Explore the model.
Open the assumptions and calculations behind this earnings forecast.
Behind the estimate.
The model expects higher jet-fuel costs since Delta issued guidance to outweigh stronger ticket revenue and refinery benefits. That is why its forecast falls below both management’s guidance and the Street.
The main judgment is how quickly higher fuel prices reach Delta’s costs. The model estimates September pricing and assumes only partial recovery through revenue. Historical share counts and supplementary balance-sheet allocations also include approximations.
Forecast and independent review: Opus 5.5 High in Shortcut.
On the record.
- Reporting period
- Q3 FY2026, ended 2026-09-30
- Reporting basis
- Normalized diluted EPS, USD per common share
- Published
- Oct 4, 2026, 10:55 PM PDT
- Model / effort
- Opus 5.5 · High effort
Original forecasts, models and publication times remain on the record.