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Dec 31, 2022

Delta Q4 2022 Earnings Report

Delta reported double-digit operating margin with EPS ahead of guidance for the December quarter.

Key Takeaways

Delta Air Lines reported strong financial performance for Q4 2022, with industry-leading operational reliability. The company expects significant earnings and free cash flow growth in 2023.

Delta people delivered industry-leading operational reliability and financial performance in 2022.

The industry backdrop for air travel remains favorable.

Delta is well positioned to deliver significant earnings and free cash flow growth.

Delta expects to grow 2023 revenue by 15 to 20 percent and improve unit costs year-over-year.

Total Revenue
$13.4B
Previous year: $9.47B
+41.9%
EPS
$1.48
Previous year: $0.22
+572.7%
Gross Profit
$2.62B
Previous year: $1.07B
+145.5%
Cash and Equivalents
$3.27B
Previous year: $14.2B
-77.0%
Total Assets
$72.3B
Previous year: $63.7B
+13.5%

Delta

Delta

Forward Guidance

Delta expects March quarter revenue to accelerate further relative to 2019 and reiterates outlook for significant earnings and cash flow growth in 2023.

Positive Outlook

  • Expect March quarter revenue to accelerate further relative to 2019
  • Reiterating outlook for significant earnings growth in 2023
  • Reiterating outlook for significant cash flow growth in 2023
  • Expecting EPS of $5 - $6
  • Expecting free cash flow of more than $2 billion