v3.25.4
SEGMENTS (Tables)
12 Months Ended
Dec. 31, 2025
Segment Reporting [Abstract]  
Schedule of Financial Information by Segment
Segment results are prepared based on our internal accounting methods described below, with reconciliations to consolidated amounts in accordance with GAAP. Our segments are not designed to measure operating income or loss directly related to the products and services included in each segment on a stand-alone basis. Our income tax provision is determined on a consolidated basis and is not calculated at the segment level.
Financial information by segment
(in millions)AirlineRefineryIntersegment Sales/OtherConsolidated
Year Ended December 31, 2025
Operating revenue$58,287 $6,961 $(1,884)
(1)
$63,364 
Airline salaries and related costs17,520 
Aircraft fuel and related costs9,819 
Refinery cost of goods sold(2)
6,259 
Depreciation and amortization2,443 113 
Other segment items(3)
22,840 432 
Operating income(4)
5,665 157 5,822 
Interest expense, net679 (1)679 
Other non-operating income1,042 1,042 
Income before income taxes6,028 156 6,185 
Total assets, end of period78,826 2,552 (61)81,317 
Capital expenditures4,431 68 4,499 
Year Ended December 31, 2024
Operating revenue$57,001 $7,767 $(3,125)
(1)
$61,643 
Airline salaries and related costs16,161 
Aircraft fuel and related costs10,566 
Refinery cost of goods sold(2)
7,234 
Depreciation and amortization2,513 113 
Other segment items(3)
21,804 382 
Operating income(4)
5,957 38 5,995 
Interest expense, net747 (3)747 
Other non-operating expense590 590 
Income before income taxes4,620 35 4,658 
Total assets, end of period72,979 2,418 (25)75,372 
Capital expenditures5,075 65 5,140 
Year Ended December 31, 2023
Operating revenue$54,669 $7,572 $(4,193)
(1)
$58,048 
Airline salaries and related costs14,607 
Aircraft fuel and related costs11,069 
Refinery cost of goods sold(2)
6,665 
Depreciation and amortization2,341 94 
Other segment items(3)
21,516 428 
Operating income(4)
5,136 385 5,521 
Interest expense, net834 17 (17)834 
Other non-operating income921 921 
Income before income taxes5,223 368 17 5,608 
Total assets, end of period71,529 2,174 (59)73,644 
Capital expenditures5,088 235 5,323 
(1)See table below for detail of the intersegment operating revenue amounts.
(2)Refinery cost of goods sold are included within aircraft fuel and related taxes and ancillary businesses and refinery in our income statement.
(3)The nature of other segment items for the airline segment are shown on the income statement and for the refinery segment include salaries and related costs, maintenance, utilities and other expenses.
(4)Refinery segment operating results are included within aircraft fuel and related taxes in our income statement.
Operating revenue intersegment sales/other
Year Ended December 31,
(in millions)202520242023
Sales to airline segment(1)
$(1,150)$(1,421)$(1,535)
Exchanged products(2)
(580)(1,473)(2,354)
Sales of refined products
(154)(231)(304)
Total operating revenue intersegment sales/other$(1,884)$(3,125)$(4,193)
(1)Represents transfers, valued on a market price basis, from the refinery to the airline segment for use in airline operations. We determine market price for jet fuel from the refinery by reference to the market index for the primary delivery location, which is New York Harbor.
(2)Represents value of products delivered under our exchange agreements, as discussed above, determined on a market price basis.