Delta Air Lines, Inc. · NYSE:DAL
Delta Air Lines — J.P. Morgan Aviation, Transportation & Industrials Conference 2019
9 slides from Delta Air Lines's conference presentation, Mar 5, 2019
Slide 1: Delta: Leading the Way
Delta: Leading the Way J.P. Morgan Aviation, Transportation & Industrials Conference March 5, 2019
Slide 2: Safe Harbor
Safe Harbor Statements in this presentation that are not historical facts, including statements regarding our estimates, expectations, beliefs, intentions, projections or strategies for the future, may be "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995
Slide 3: Current State of the Business
Current State of the Business Reaffirming Full Year Earnings Per Share Guidance of $6 to $7 • On track to deliver March quarter margin and earnings guidance − March quarter fuel price trending higher than $1.95 to $2.05 guidance • Consistently running the industry’s best operation with highest March
Slide 4: Delivering Against Our Investor Day Priorities
Delivering Against Our Investor Day Priorities Delivering superior financial results – 2019 expected to deliver profits over $5 billion for a 1 5th consecutive year, with return to margin expansion driving double-digit EPS growth and 15% after-tax ROIC A powerful consumer brand rooted in a unique cu
Slide 5: Continuing to Set the Bar
Continuing to Set the Bar Industry-leading performance, reliability, and record customer satisfaction Best completion More customers Record bag Lowest level of Record factor arrive on-time performance maintenance customer than any other cancellations in satisfaction airline history scores Reduction
Slide 6: Fleet Transformation Benefits Extend into Next Decade
Fleet Transformation Benefits Extend into Next Decade Maintaining flexibility and balanced capital deployment, with reinvestment targeted at 50% of operating cash flow Creating Value from Existing Fleet Sizable Fleet Replacement Opportunity Cabin Segmentation Fleet Simplification Supports revenue pr
Slide 7: Accelerating Share Repurchases with $1.3 Billion in March Quarter
Accelerating Share Repurchases with $1.3 Billion in March Quarter Enabled by strong cash generation and fortress balance sheet • Opportunistic share repurchase funded by $1 billion short-term loan to be repaid by year end Total Shareholder Returns – Plan to return ~$2.5 billion to shareholders throu
Slide 8: 2019 Setting Up Well
2019 Setting Up Well On track to deliver top-line growth and margin expansion WORLD’S BEST-RUN AIRLINE DELIVERING TOP-LINE GROWTH • Industry-leading operational performance • Solid demand environment and continues to improve: 143 cancel-free diversification of revenue stream drives days across syste
Slide 9: KEEP CLIMBING
KEEP CLIMBING &
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