DELTA AIR LINES, INC. 8-K

What Happened

• On January 13, 2026, Delta Air Lines announced it entered a definitive agreement with The Boeing Company to acquire 30 Boeing 787-10 aircraft, with an option to buy up to 30 additional 787-10s. The aircraft will be powered by GEnx engines from General Electric, and deliveries are scheduled to begin in 2031. Delta said the order is within its previously announced capital expenditure and capacity targets and that it has obtained long-term financing for a substantial portion of each aircraft’s purchase price.
• On the same day Delta filed an 8-K to furnish a press release reporting financial results for the quarter ended December 31, 2025 and the full year 2025 (Exhibit 99.1) and a supplemental information summary (Exhibit 99.2). The filing notes these exhibits are furnished and are not incorporated by reference into other SEC filings.

Key Details

• Aircraft order: 30 Boeing 787-10s, with option to purchase up to 30 more.
• Engines: GEnx engines manufactured by General Electric.
• Delivery timeline: deliveries begin in 2031.
• Financial disclosures: Q4 2025 and FY2025 results released via press release (Exhibit 99.1) and supplemental info (Exhibit 99.2); the company states long-term financing covers a substantial portion of the aircraft purchases.

Why It Matters

• The Boeing order signals Delta’s medium-term fleet and capacity planning—adding 787-10s affects future route capacity, fuel efficiency, and maintenance planning and is consistent with previously communicated capex/capacity guidance.
• Long-term financing for the aircraft can reduce near-term cash outflow but adds future financing obligations; investors should review Delta’s full earnings release and supplemental information for details on how the order and financing may affect capital spending and balance sheet metrics.
• The furnished press release is the company’s formal disclosure of Q4 and full-year 2025 results; investors should read Exhibit 99.1/99.2 for the specific financial figures and management commentary.