Price chart
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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15.9B | $-0.3B | $0.5B | $1.2B | -1.8% | 3.2% |
| 2025-12-31 | $16.0B | $1.2B | $1.5B | $1.4B | 7.6% | 9.2% |
| 2025-09-30 | $16.7B | $1.4B | $1.7B | $0.7B | 8.5% | 10.1% |
| 2025-06-30 | $16.6B | $2.1B | $2.1B | $0.6B | 12.8% | 12.6% |
| 2025-03-31 | $14.0B | $0.2B | $0.6B | $1.2B | 1.7% | 4.1% |
| 2024-12-31 | $nanB | $nanB | $nanB | $nanB | nan% | nan% |
| 2024-09-30 | $nanB | $nanB | $nanB | $nanB | nan% | nan% |
Earnings replay · last 20 reports
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 2026-04-08 | -0.44 | 0.58 | -175.9% |
| 2026-01-13 | 1.86 | 1.52 | +22.5% |
| 2025-10-09 | 1.71 | 1.53 | +11.9% |
| 2025-07-10 | 2.10 | 2.06 | +1.9% |
| 2025-04-09 | 0.37 | 0.40 | -6.7% |
| 2025-01-10 | 1.85 | 1.74 | +6.2% |
| 2024-10-10 | 1.50 | 1.52 | -1.2% |
| 2024-07-11 | 2.36 | 2.38 | -0.8% |
| 2024-04-10 | 0.45 | 0.36 | +24.2% |
| 2024-01-12 | 1.28 | 1.16 | +9.9% |
| 2023-10-12 | 2.03 | 1.95 | +4.3% |
| 2023-07-13 | 2.68 | 2.40 | +11.6% |
| 2023-04-13 | 0.25 | 0.29 | -13.2% |
| 2023-01-13 | 1.48 | 1.32 | +11.9% |
| 2022-10-13 | 1.51 | 1.53 | -1.5% |
| 2022-07-13 | 1.44 | 1.72 | -16.3% |
| 2022-04-13 | -1.23 | -1.27 | +3.1% |
| 2022-01-13 | 0.22 | 0.15 | +50.1% |
| 2021-10-13 | 0.30 | 0.15 | +96.5% |
| 2021-07-14 | -1.07 | -1.39 | +22.8% |
Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).
Peer comparison · Industrials
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| DAL ★ | $53B | 11.7 | 9.9 | 0.8 | 8.8 | 2.6 | 19.9% | 12.9% | — | 5.88% |
| GE | $332B | 39.5 | 36.6 | 6.9 | 31.0 | 17.8 | 31.1% | 24.7% | -1.8% | 1.71% |
| RTX | $235B | 32.6 | 23.1 | 2.6 | 17.6 | 3.5 | 20.2% | 8.7% | 32.5% | 3.08% |
| CAT | $419B | 45.3 | 30.3 | 5.9 | 30.1 | 22.5 | 28.6% | 22.2% | 30.2% | 0.90% |
| HON | $149B | 37.5 | 20.5 | 4.0 | 20.7 | 11.0 | 36.9% | 2.4% | -41.9% | 1.97% |
| BA | $172B | 86.0 | 52.1 | 1.9 | -61.7 | 28.7 | 4.8% | 14.0% | — | 1.49% |
| UNP | $157B | 21.8 | 19.3 | 6.4 | 14.9 | 8.5 | 56.5% | 3.2% | 6.2% | 2.57% |
| LMT | $118B | 24.9 | 16.0 | 1.6 | 17.2 | 15.8 | 9.9% | 0.3% | -11.5% | 3.37% |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Top institutional holders
Top-10 concentration: 44.19%
| Holder | Shares | % out |
|---|---|---|
| Blackrock Inc. | 44,124,774 | 6.72% |
| Vanguard Capital Management LLC | 41,944,003 | 6.38% |
| Berkshire Hathaway, Inc | 39,809,456 | 6.06% |
| Sanders Capital, LLC | 29,467,155 | 4.49% |
| FMR, LLC | 27,504,033 | 4.19% |
| Vanguard Portfolio Management LLC | 27,383,084 | 4.17% |
| State Street Corporation | 23,460,114 | 3.57% |
| Capital International Investors | 20,570,291 | 3.13% |
| Harris Associates L.P. | 18,002,954 | 2.74% |
| Geode Capital Management, LLC | 17,970,575 | 2.74% |
Insider activity · 90d
No insider trades for DAL in last 90d.
Analyst estimates
yfinanceConsensus: strong_buy (mean 1.30769). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 4 | 2026-05-28 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-28 | Insider transaction (Form 4) | view · |
| 4 | 2026-05-26 | Insider transaction (Form 4) | view · |
| 13F-HR | 2026-05-15 | Institutional holdings (13F) | view · |
| 4 | 2026-05-08 | Insider transaction (Form 4) | view · |
| DEF 14A | 2026-04-24 | DEFINITIVE PROXY STATEMENT | view · |
| 4 | 2026-04-24 | Insider transaction (Form 4) | view · |
| 4 | 2026-04-15 | Insider transaction (Form 4) | view · |
| 4 | 2026-04-13 | Insider transaction (Form 4) | view · |
| 10-Q | 2026-04-08 | 10-Q | view · |
| 8-K | 2026-04-08 | 8-K | view · |
| 4 | 2026-04-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-04-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-04-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-04-03 | Insider transaction (Form 4) | view · |
| 8-K | 2026-03-17 | FORM 8-K | view · |
| 8-K | 2026-03-05 | FORM 8-K | view · |
| 4 | 2026-02-27 | Insider transaction (Form 4) | view · |
| 8-K | 2026-02-13 | FORM 8-K | view · |
| 4 | 2026-02-13 | Insider transaction (Form 4) | view · |
| 13F-HR | 2026-02-13 | Institutional holdings (13F) | view · |
| 10-K | 2026-02-11 | 10-K | view · |
| 4 | 2026-02-10 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-10 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-10 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-10 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-06 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-06 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-06 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-06 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-06 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-06 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-06 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-06 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-06 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-06 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-06 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-06 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-03 | Insider transaction (Form 4) | view · |
| 4 | 2026-02-03 | Insider transaction (Form 4) | view · |
| 8-K | 2026-01-27 | FORM 8-K | view · |
| 4 | 2026-01-21 | Insider transaction (Form 4) | view · |
| 4 | 2026-01-16 | Insider transaction (Form 4) | view · |
| 4 | 2026-01-16 | Insider transaction (Form 4) | view · |
| 4 | 2026-01-16 | Insider transaction (Form 4) | view · |
| 4 | 2026-01-16 | Insider transaction (Form 4) | view · |
| 4 | 2026-01-16 | Insider transaction (Form 4) | view · |
| 4 | 2026-01-16 | Insider transaction (Form 4) | view · |
| 8-K | 2026-01-13 | FORM 8-K | view · |
| 8-K | 2025-12-17 | CURRENT REPORT | view · |
About
Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Detroit, Minneapolis-St. Paul, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Bogota, Lima, Mexico City, London-Heathrow, Paris-Charles de Gaulle, Santiago (Chile), Sao Paulo, Seoul-Incheon, and Tokyo. It also provides aircraft maintenance and engineering support, repair, and overhaul services; and vacation packages. The company operates through a fleet of approximately 1,314 aircraft. Delta Air Lines, Inc. was founded in 1924 and is headquartered in Atlanta, Georgia.