Delta Air Lines is executing a successful deleveraging strategy, with total debt down from $26.3B in 2024Q1 to $20.0B in 2026Q2 and D/E improving from 2.36 to 0.92. Revenue growth rebounded to 18.7% YoY in 2026Q2, but margins remain volatile, swinging from a 3...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth rebounded to 18.7% YoY in 2026Q2, but margins remain volatile, with gross margin swinging from 20.7% in 2024Q1 to 33.5% in 2026Q2 and a net loss of -$289M in 2026Q1.
The stock has shown strong technical indicators, with a potential upside to $56, as highlighted in previous bullish analyses.
Delta Air Lines has solid fundamentals, contributing to investor confidence and a 17% stock appreciation since prior coverage.
Delta's long-standing frequent-flyer program and its relationship with American Express add significant value to its revenue model.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 9, 2026 | $1.56+4.7% vs $1.49 | $19.8B+13.4% vs $17.4B |
Q2 2026 Apr 8, 2026 | $0.64+10.3% vs $0.58 | $14.2B+1.1% vs $14.0B |
Q1 2026 Jan 13, 2026 | $1.55+1.3% vs $1.53 | $14.6B-0.5% vs $14.7B |
Q4 2025 Oct 9, 2025 | $1.71+8.9% vs $1.57 | $16.7B+10.5% vs $15.1B |
Delta Air Lines (NYSE:DAL | DAL Price Prediction) stock delivered the strongest September performance among the three major airlines, gaining 4.5% to $83.66. United Airlines (NASDAQ:UAL) stock edged up 0.3% to $110.93, while American Airlines (NASDAQ:AAL) stock fell 2.
Elon Musk and Delta Air Lines chief executive Ed Bastian may not be sending each other holiday cards this year.
Delta Air Lines (DAL) closed the most recent trading day at $84.88, moving +1.01% from the previous trading session.
DAL expands its European network, with new nonstop routes and extended seasonal service as transatlantic travel demand grows.
Benchmark DAL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Delta Air Lines, Inc. (DAL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $84.09 | $55.3B | 10.98 | 2.79% | 7.9% | 27.77% | 0.8% | |
| $112.51 | $36.52B | 11.01 | 3.52% | 5.56% | 22.5% | — | |
| $12.94 | $8.57B | 76.12 | 0.78% | -0.56% | — | — | |
| $42.47 | $20.78B | 53.76 | 2.11% | 2.78% | 11.27% | — | |
| $39.53 | $4.4B | 45.44 | 21.34% | -1.19% | -4.5% | — | |
| $4.15 | $1.57B | -2.50 | -2.34% | -9.32% | -45.51% | — |
Delta Air Lines, Inc. (DAL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Delta Air Lines, Inc. (DAL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 10, 2026·SEC
Jun 22, 2026·SEC
Jun 12, 2026·SEC
Get notified when DAL posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Delta Air Lines, Inc. (DAL) stock FAQ — growth, dividends, profitability & financials explained
Delta Air Lines, Inc. (DAL) reported $68.29B in revenue for fiscal year 2025. This represents a 402% increase from $13.59B in 1996.
Delta Air Lines, Inc. (DAL) grew revenue by 2.8% over the past year. Growth has been modest.
Yes, Delta Air Lines, Inc. (DAL) is profitable, generating $3.95B in net income for fiscal year 2025 (7.9% net margin).
Yes, Delta Air Lines, Inc. (DAL) pays a dividend with a yield of 0.80%. This makes it attractive for income-focused investors.
Delta Air Lines, Inc. (DAL) has a return on equity (ROE) of 27.8%. This is excellent, indicating efficient use of shareholder capital.
Delta Air Lines, Inc. (DAL) generated $6.07B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
