Delta Air Lines, United Airlines, and J.B. Hunt Transport Services exceeded earnings expectations in the fourth quarter of 2025, signaling a robust recovery for the airline industry. Delta earned $1.55 per share and announced plans for a record transatlantic season in summer 2026, while United reported an adjusted earnings per share of $3.10 and operating revenues of $15.4 billion. J.B. Hunt also showcased financial resilience with earnings of $1.90, indicating a strong demand for travel amid industry disruptions like the recent government shutdown affecting Delta.
“Delta Air Lines · reported fourth-quarter 2025 earnings of · Earnings per share · $1.55”
“Delta Air Lines · beat the Zacks Consensus Estimate of · Earnings per share estimate · $1.53”
“J.B. Hunt Transport Services, Inc. · reported fourth-quarter 2025 earnings of · Earnings per share · $1.90”
“J.B. Hunt Transport Services, Inc. · surpassed the Zacks Consensus Estimate of · Earnings per share estimate · $1.81”
“United Airlines Holdings, Inc. · reported fourth-quarter 2025 adjusted earnings per share of · Adjusted earnings per share · $3.10”
“United Airlines Holdings, Inc. · surpassed the Zacks Consensus Estimate of · Earnings per share estimate · $2.98”
“United Airlines Holdings, Inc. · operating revenues of · Operating revenues · $15.4 billion”
“United Airlines Holdings, Inc. · outpaced the Zacks Consensus Estimate by · Operating revenue estimate · 0.1%”
“Passenger revenues · increased year over year to · Passenger revenues · $13.9 billion”
“United Airlines · transported · Passengers · 45,679”
“Cargo revenues · fell year over year to · Cargo revenues · $490 million”
“Delta Air Lines DAL · experienced · government shutdown impact · significantly due to multiple flight cancellations”
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