Name: Delta forecasts 20% jump in 2026 profits, orders first Boeing Dreamliners
Uploaded: 2026-01-13T12:06:33+00:00
Duration: 196 s

Speakers

Phil LeBeau — Auto & Airlines Reporter, CNBC

Joe Kernen — Co-Anchor, Squawk Box

Summary

Phil LeBeau reports Delta's fourth-quarter results, with EPS beating estimates but revenue slightly short. Delta guided first-quarter revenue growth of 5-7% and 2026 EPS of $6.50-$7.50, with $3-4B of free cash flow, and announced an order for 30 Boeing 787-10 Dreamliners plus 30 options. LeBeau also notes that industry capacity cuts could help US airlines post their first profitable first quarter since 2019. He previews an upcoming interview with Delta CEO Ed Bastian.

Delta Q4 EPS beat at $1.55; revenue slightly below expectations.
Delta guides Q1 revenue up 5-7% and 2026 EPS $6.50-$7.50.
Delta orders 30 Boeing 787-10s with options for 30 more, deliveries from 2031.
Premium and international revenue grew, while domestic revenue turned slightly positive.
Capacity cuts may lead to first profitable Q1 since 2019 for US airlines.
Delta and United were less hurt by excess capacity than other carriers.
Phil LeBeau will interview Delta CEO Ed Bastian later.

Ideas

Phil LeBeau Auto & Airlines Reporter, CNBC 0:05

Delta reports Q4 beat and 2026 guidance

Delta beat Q4 bottom-line estimates with EPS of $1.55, while premium revenue rose 9%, international rose 2%, and domestic revenue turned positive despite the government shutdown. The company guided Q1 revenue 5-7% higher and 2026 EPS to $6.50-$7.50 with $3-4B of free cash flow, supporting its 2026 profit outlook.

Phil LeBeau Auto & Airlines Reporter, CNBC 1:36

Delta orders 30 Boeing 787-10s

Delta is ordering 30 Boeing 787-10 Dreamliners with an option for 30 more, with deliveries starting in 2031. This adds a concrete widebody order to Boeing's backlog and is a demand signal for the 787 program.

Phil LeBeau Auto & Airlines Reporter, CNBC 2:26

Capacity cuts support first profitable Q1

Capacity is coming out of the US airline system after too much capacity last summer dragged on profitability. With this capacity discipline, the first quarter, normally the industry's slow quarter, may be the first profitable first quarter for US airlines since 2019. Delta and United have been less negatively affected than other carriers.

This CNBC video, published January 13, 2026, features Phil LeBeau discussing DAL, BA, JETS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Phil LeBeau · Tickers: DAL, BA, JETS

Delta forecasts 20% jump in 2026 profits, orders first Boeing Dreamliners

Summary

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