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Dec 31, 2019

Delta Q4 2019 Earnings Report

Delta Air Lines reported strong Q4 2019 earnings, driven by revenue growth and operational performance.

Key Takeaways

Delta Air Lines reported a strong December quarter and full year 2019, with record profit sharing for employees and a positive outlook for the March quarter 2020.

December quarter 2019 pre-tax income was $1.4 billion, with net income at $1.1 billion and earnings per diluted share of $1.71.

Full year 2019 earnings per diluted share increased by nearly 30% over the prior year.

A record $1.6 billion in profit sharing was allocated for Delta's 90,000 employees.

Operating revenue for the December quarter improved by 7.2% or $768 million over the prior year.

Total Revenue
$11.4B
Previous year: $10.7B
+6.5%
EPS
$1.7
Previous year: $1.3
+30.8%
Fuel Price Per Gallon
$2.01
Gross Profit
$2.73B
Previous year: $2.29B
+19.2%
Cash and Equivalents
$4.2B
Previous year: $1.57B
+168.4%
Free Cash Flow
$141M
Total Assets
$64.5B
Previous year: $60.3B
+7.1%

Delta

Delta

Delta Revenue by Segment

Forward Guidance

Delta anticipates another year of strong results, with earnings per share of $6.75 to $7.75.

Positive Outlook

  • Healthy demand for travel
  • Growing brand preference
  • Revenue growth of 5% to 7% expected in the March quarter
  • Strong cash generation
  • Consistent reinvestment in the business

Challenges Ahead

  • Higher revenue- and capacity-related expenses
  • Increased profit sharing expenses
  • Higher pension expense
  • Non-fuel unit costs expected to increase 2% to 3% for the March quarter and full year
  • Increased investment in people, product, and services

Revenue & Expenses

Visualization of income flow from segment revenue to net income