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Delta outlines strategic priorities at Investor Day event

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Delta outlines strategic priorities at Investor Day event
Policy
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Gail Grimmett, Senior Vice President – Sustainability Performance & Strategic Partnerships | Delta Air Lines

Delta Air Lines presented its strategic priorities and long-term financial commitments at an Investor Day event in New York. CEO Ed Bastian emphasized the company's strong industry leadership as it approaches its centennial, driven by a workforce of 100,000 people worldwide. "Our consistent strategy, investment, and execution over the past 15 years continue to elevate and unlock the value of our trusted brand," Bastian stated.

The presentation highlighted several themes, including Delta's efforts to enhance the travel experience and drive customer loyalty, which are expected to support revenue growth and margin expansion. The airline aims to deliver durable earnings and cash flow through its competitive advantages and diverse revenue streams.

CFO Dan Janki introduced a financial framework focusing on margin expansion, durable earnings, free cash flow, and balance sheet strength. "Delta has a strong track record of differentiated financial performance with industry-leading returns," Janki said.

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Delta reaffirmed its December quarter financial guidance and provided an outlook for 2025, anticipating capacity growth of three to four percent year-over-year. Revenue is expected to grow in mid-single digits while non-fuel unit costs will increase by low-single digits year-over-year.

The company addressed forward-looking statements in accordance with securities regulations, noting potential risks that could affect actual results. Delta also discussed non-GAAP financial measures used in their reporting for better comparability with industry standards.

A replay of the Investor Day event will be available online for those interested in further details about Delta's strategies and financial targets.

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