US · Industrials · Airlines
EPS came in at 1.72 against a street estimate of 1.80 — a miss of 4.4%.
Analysts rate Delta Air Lines Inc a strong buy (24 buy, 0 hold, 1 sell out of 25) with an average price target of $100.78.
CONFIDENT Delta delivered strong revenue growth and stable pretax profit despite a $1.6B fuel increase, with premium, loyalty and disciplined capacity supporting confidence in 2027. Q3 FY26 Domestic and international demand were strong; Delta is expanding Los Angeles connectivity and adding service to the Philippines, Tokyo, Paris, Athens and Venice. Analysts focused on elevated CASM, fuel sensitivity, capacity discipline, loyalty momentum and long-term margins. Management emphasized deliberate operational investment, pricing power and profitable growth. 2026-10-09…
Full summary in the app.
| Fund | Stake |
|---|---|
| Berkshire Hathaway Inc | 8.71% |
| BlackRock Inc | 6.86% |
| Vanguard Capital Management, LLC | 6.28% |
| FMR Inc | 5.04% |
| Sanders Capital, LLC | 4.43% |
| Vanguard Portfolio Management, LLC | 4.00% |
| State Street Corp | 3.67% |
| Capital Research & Mgmt Co - Division 3 | 3.14% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the nine months ended September 30, 2026, operating revenue rose 17.8% to $55,797 million from $47,361 million. • Net income | 2026-10-09 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Delta reported record September-quarter GAAP operating revenue of $20.2 billion, up 21% year over year. • GAAP operating income w | 2026-10-09 |
| Quarterly report · Q2 2026 DELTA AIR LINES, INC. — FORM 10-Q SUMMARY (JUNE 30, 2026) HEADLINE NUMBERS • Total Operating Revenue (6 months): $35.611 billion vs. $30.688 billion | 2026-07-10 |
| Results announced · Q3 2026 DELTA AIR LINES Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • June quarter operating revenue: $19.8 billion (GAAP) / $17.7 billion (adjusted, excludin | 2026-07-10 |
| Shareholder vote results · Q2 2026 DELTA AIR LINES, INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting Date: June 18, 2026 • Filing Date: June 22, 2026 • Total Votes Cast (Director | 2026-06-22 |
| Material agreement · Q2 2026 DELTA AIR LINES, INC. – 8-K SUMMARY HEADLINE NUMBERS • Credit Facility Size: $2.650 billion revolving facility • Expansion Potential: Accordion feat | 2026-06-12 |
| Proxy statement · Q2 2026 DELTA AIR LINES, INC. — 2026 PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION & CHANGE • Edward H. Bastian (CEO) 2025 Total Compensation: Not explicit | 2026-04-24 |
| Quarterly report · Q1 2026 DELTA AIR LINES, INC. — Q1 2026 FORM 10-Q SUMMARY --- HEADLINE NUMBERS • Net Loss: $289 million for Q1 2026 vs. Net Income of $240 million in Q1 20 | 2026-04-08 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.21 / share ex-date Oct 15, 2026 · pay Nov 5, 2026 | 2026-10-15 |
| Dividend | $0.21 / share ex-date Jul 9, 2026 · pay Jul 30, 2026 | 2026-07-09 |
| Dividend | $0.19 / share ex-date May 14, 2026 · pay Jun 4, 2026 | 2026-05-14 |
| Dividend | $0.19 / share ex-date Feb 26, 2026 · pay Mar 19, 2026 | 2026-02-26 |
| Dividend | $0.19 / share ex-date Oct 16, 2025 · pay Nov 6, 2025 | 2025-10-16 |
| Announcement | Date |
|---|---|
| Definitive agreement to purchase 31 widebody aircraft with delivery from 2029 On January 27, 2026, Delta Air Lines announced a definitive agreement to purchase 31 widebody aircraft from Airbus: 16 A330-900 and 15 A350-900 models, with an option for up to 20 additional | 2026-01-27 |
| Definitive agreement to acquire 30 Boeing 787-10 aircraft with options Delta Air Lines announced on January 12, 2026 that it has signed a definitive agreement to purchase 30 Boeing 787-10 aircraft, with an option to buy up to 30 more. Deliveries begin in 2031. | 2026-01-13 |
| December quarter demand healthy, early 2026 trends strong, government shutdown impact quantified Delta Air Lines disclosed at the Morgan Stanley Global Consumer Retail Conference that while travel demand remains healthy overall and booking trends are strong for early 2026, the company e | 2025-12-03 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.