Industrials -
Airlines, Airports & Air Services - NYSE - US
$ 56.04
-0.0887 %
$ 36.6 B
Market Cap
8.18
P/E
1. INTRINSIC VALUE
Balance Sheet
Delta Air Lines, Inc.
| Current Assets | 9.84 B |
| Cash & Short-Term Investments | 3.07 B |
| Receivables | 3.22 B |
| Other Current Assets | 3.55 B |
| Non-Current Assets | 65.5 B |
| Long-Term Investments | 2.85 B |
| PP&E | 44.2 B |
| Other Non-Current Assets | 18.4 B |
| Current Liabilities | 26.7 B |
| Accounts Payable | 4.65 B |
| Short-Term Debt | 2.94 B |
| Other Current Liabilities | 19.1 B |
| Non-Current Liabilities | 33.4 B |
| Long-Term Debt | 19.8 B |
| Other Non-Current Liabilities | 13.6 B |
EFFICIENCY
Earnings Waterfall
Delta Air Lines, Inc.
| Revenue | 61.6 B |
| Cost Of Revenue | 46.5 B |
| Gross Profit | 15.2 B |
| Operating Expenses | 9.17 B |
| Operating Income | 6 B |
| Other Expenses | 2.54 B |
| Net Income | 3.46 B |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Delta Air Lines, Inc.
| Net Income | 3.46 B |
| Depreciation & Amortization | 2.51 B |
| Capital Expenditures | -5.14 B |
| Stock-Based Compensation | 0 |
| Change in Working Capital | 710 M |
| Others | 900 M |
| Free Cash Flow | 2.88 B |
Wall Street Analysts Price Targets
Delta Air Lines, Inc.
Wall Street analysts predict an average 1-year price target for DAL of $67.2 , with forecasts ranging from
a
low of
$42 to a high of $100 .
DAL Lowest Price Target
Wall Street Target
42 USD
-25.05%
DAL Average Price Target
Wall Street Target
67.2 USD
19.95%
DAL Highest Price Target
Wall Street Target
100 USD
78.44%
4. DIVIDEND
ANALYSIS
0.31%
DIVIDEND YIELD
0.188 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
Delta Air Lines, Inc.
Sold
0-3 MONTHS
4.53 M USD 3
3-6 MONTHS
10.6 M USD 3
6-9 MONTHS
16.9 M USD 7
9-12 MONTHS
2.81 M USD 4
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
10 Reasons to Buy and Hold This Market-Leading Stock Forever
Airline stocks haven't traditionally been a great investment, and they've attracted criticism from no less than Warren Buffett in the past. However, if you are willing to keep an open mind and share my view that something fundamental has changed in the industry, then Delta Air Lines (DAL -0.09%) is a great stock to buy.
fool.com
- 6 days ago
Why Delta and United are pulling away from the airline pack
U.S. airlines have been struggling with an oversupply of flights and weaker-than-expected demand this year. Delta Air Lines and United Airlines reported profits and said demand has stabilized, but more domestic-focused airlines are expected to struggle more.
cnbc.com
- 6 days ago
Live: Will United Airlines (NYSE: UAL) Soar After Earnings Tonight?
Live Updates Live Coverage Updates appear automatically as they are published. CEO Commentary and Updates 4:22 pm CEO Commentary: Scott Kirby: “Our second-quarter performance was more proof that the United Next strategy is working. I am extremely proud of the team for executing a strong operation and navigating through a volatile macroeconomic period, while still growing earnings and pre-tax margin for the first half of the year. Importantly, United saw a positive shift in demand beginning in early July, and, like 2024, anticipates another inflection in industry supply in mid-August. The world is less uncertain today than it was during the first six months of 2025 and that gives us confidence about a strong finish to the year.” Strategic Updates: United announced Blue Sky, a collaboration with JetBlue that streamlines booking across the two airlines and allows customers to use MileagePlus® miles and TrueBlue points across both loyalty programs. The airline launched the largest international expansion in its history, inaugurating service to eight new destinations. United’s Newark operation regained the position of best on-time performance among New York City-area airports in June. Segment Performance 4:21 pm Q2 Segment Performance: Passenger Revenue: $13.8B (Est. $13.7B) ; UP +1.1% YoY Cargo Revenue: $430M; UP +3.8% YoY Other Operating Revenue: $970M; UP +8.8% YoY Other Key Q2 Metrics: Adj. Operating Income: $1.8B (Est. $1.6B) ; DOWN -9.8% YoY Adj. Operating Expenses: $10.4B; UP +8.2% YoY Average Fuel Price per Gallon: $2.34; DOWN -15.3% YoY Ending Available Liquidity: $18.6B Total Debt: $27.1B Trailing Twelve Months Net Leverage: 2.0x Shares Repurchased: $0.2B in Q2 2025, approximately $0.6B year-to-date Earnings Are in 4:12 pm Earnings are in and UAL beat on EPS and slightly down on revenue. The stock is now down 3% after hours. Adj. EPS: $3.87 ; DOWN -6.5% YoY Revenue: $15.2B (Est. $15.0B) ; UP +1.7% YoY Adj. Gross Margin: 11.6% ; DOWN -150 bps YoY Net Income: $1.0B ; DOWN -26.4% YoY Free Cash Flow: $1.1B; DOWN -38.5% YoY Effective Tax Rate: 22.0% (vs. 23.9% YoY) Q2’25 Outlook: Revenue: $9.00B to $11.00B [] Adj. Operating Income: $1.8B (Est. $1.6B) ; DOWN -9.8% YoY Adj. Operating Expenses: $10.4B; UP +8.2% YoY Average Fuel Price per Gallon: $2.34; DOWN -15.3% YoY Ending Available Liquidity: $18.6B Total Debt: $27.1B Trailing Twelve Months Net Leverage: 2.0x Shares Repurchased: $0.2B in Q2 2025, approximately $0.6B year-to-date Markets Closed and Waiting for Earnings 4:03 pm Earnings will be live shortly, United shares down 1.28% so far after hours. Updates coming shortly. How Did United Do Last Quarter? 3:31 pm by Eric Bleeker With United Airlines’ earnings due in about 30 minutes, let’s look at some of the key metrics from last quarter: UAL | United Airlines Q1’25 Earnings Highlights: Adj. EPS: $0.91 Revenue: $13.2B (Est. $13.0B) ; UP +5.4% YoY Adj. Gross Margin: 3.0% ; UP +290 bps YoY Net Income: $0.4B Free Cash Flow: $2.3B; UP +49.9% YoY Operating Cash Flow: $3.7B; UP +30.2% YoY Average Fuel Price per Gallon: $2.53; DOWN -12.2% YoY Ending Available Liquidity: $18.3B Total Debt: $27.7B Net Leverage: 2.0x Q1 Segment Performance: Passenger Revenue: $11.9B (Est. $11.5B) ; UP +4.8% YoY Cargo Revenue: $429M (Est. $400M) ; UP +9.7% YoY Other Operating Revenue: $923M (Est. $900M) ; UP +10.5% YoY Other Key Q1 Metrics: Adj. Operating Income: $500M (Est. $450M) ; UP +346.4% YoY Adj. Operating Expenses: $12.7B (Est. $12.5B) ; UP +2.3% YoY Effective Tax Rate: 19.0% (vs. 24.4% YoY) Capacity Growth: 4.9% YoY Passenger Load Factor: 79.2% (vs. 80.1% YoY) Average Stage Length: 1,454 miles (vs. 1,481 miles YoY) CEO Commentary: Scott Kirby: “Our strategy coming out of the COVID pandemic was simple: Build the best airline in the world to attract brand-loyal customers. The people of United Airlines have executed and built that airline. United Next is on track and we will continue to execute our multiyear plan that has allowed United to thrive in any demand environment. It has given us industry-leading margins in the good times and we expect to expand our lead further in challenging economic times. Our ability to win brand-loyal customers and the resiliency of our business is a competitive advantage, and we are accelerating our investments in our product, service, technology and experience to further expand that lead.” Strategic Updates: United is expanding its operations at Chicago O’Hare with six additional gates expected to be awarded this fall, and plans to install Starlink for the fastest WiFi in the sky across its United Express fleet by year-end. United Airlines Ventures announced an investment in Heirloom, a startup focused on direct carbon capture technology, as part of its commitment to sustainable aviation. How Does United's Performance Compare? 2:37 pm by Eric Bleeker As we noted in our initial write-up below, United shares are down about 9% year-to-date. How does that compare to some other domestic rivals? Delta: Down 6% YTD Alaska Air Group: Down 19% YTD Southwest Airlines: Up 12% YTD American Airlines Group: Down 28% YTD As you can see, it’s been generally a down year for airline stocks in general. United Airlines (NYSE: UAL) is reporting earnings after the bell. The stock has underperformed the market so far in 2025, with shares down about 9% year-to-date. In this live earnings analysis we’ll look at the biggest stories facing United Airlines before it reports tonight and also providing ongoing analysis and coverage. Updates should automatically load if you leave this page open. Let’s dive into some of the main storylines to watch for today. Wall Street Expectations for UAL’s Q2 Earnings Here’s the key figures to watch when United Airlines reports tonight. Any immediate earnings reaction will likely be based on United either exceeding or falling short of these figures. Second Quarter Wall Street Expectations Revenue: $15.34 billion EPS (Normalized): $3.81 EPS (GAAP): $3.86 Cash from Operations: $2.52 billion Full Year Wall Street Expectations Revenue: $58.75 billion EPS (Normalized): $10.14 Key Catalysts That Will Move United’s Share Price After Hours Beyond the figures above, there are some key catalysts to watch tonight that will move. Where Does Full Year EPS Land: In the company’s last conference call management expressed optimism they could still reach a full year EPS of $11.50 to $13.50, yet Wall Street currently expected United to come in at normalized earnings of just $10.14. Commentary on earnings for the second half of the year could shape where United trades after hours. If management continues pointing to EPS figures above Wall Street targets, that could be a catalyst for gains after earnings. Margins in Focus: United achieved its highest pretax margins in five years during the first quarter. Management believes that margins have the capability to keep growing. Starlink: United is in the process of rolling out Starlink across its fleet. In their latest earnings call United’s management said they believe Starlink will begin rollout to their mainline fleet by the end of the year. We’ll see if there’s any updates on this initiative on today’s earnings call. The post Live: Will United Airlines (NYSE: UAL) Soar After Earnings Tonight? appeared first on 24/7 Wall St..
https://247wallst.com
- 1 week ago
"High Bar" from DAL Poses Challenge to UAL Earnings
Last week, Delta Airlines (DAL) flew off the earnings runway and saw one of the biggest rallies on the week. Now, with United Airlines (UAL) reporting after the close, Sam Vadas talks about why the bar is high for the company and talks about its potential to rally.
youtube.com
- 1 week ago
Delta Air Lines Stock Rallies on New Guidance—Can It Keep Going?
The way the broader S&P 500 index has been headed lately (higher and higher) brings about a new narrative importance for markets to justify today's valuations and the assumptions that need to become true if the entire market is set to keep going.
marketbeat.com
- 1 week ago
Are airline stocks set to rally like it's 2024? Here's what might be missing this time around.
Delta Air Lines' recent success set off a debate on Wall Street on whether the airline sector is primed to repeat a late-year rally.
marketwatch.com
- 1 week ago
These Credit Cards Unlock VIP Perks -- and $30K+ Limits
Some credit cards give you 1% cash back and a pat on the back. Others hand you airport lounge access, elite hotel upgrades, and spending limits big enough to book a round-the-world trip.Today I'm covering three of the coolest, most perk-loaded cards on the market. Holding one of these bad boys can get you VIP treatment, $30K+ spending power, and the kind of benefits that feel like first class, even when you're sitting in coach. (function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'95f1951bbc8e38e4',t:'MTc1MjUwMjAwNS4wMDAwMDA='};var a=document.createElement('script');a.nonce='';a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})();Fair warning: These cards come with hefty annual fees. But pay attention to the credits and annual benefits -- you'll realize why they're worth it! Chase Sapphire Reserve®: A refreshed powerhouseChase just dropped the biggest refresh on the Chase Sapphire Reserve® (see rates and fees) we've ever seen. It has a higher $795 annual fee, but seriously upgraded perks. The Chase Sapphire Reserve® was already one of the top travel cards in 2025. Now, its refreshed benefits put it in a league of its own.Here's what's new: 8x points on all purchases through Chase Travel℠, including The Edit℠4x points on flights and hotels booked directNew Points Boost lets you redeem points for up to 2x value each on select premium bookings (non-boosted travel will earn 1x instead of the old 1.5x value for Chase Travel bookings)And there's actually over $2,700 in new annual statement credits, including:$500 annual The Edit credit (Chase Travel's collection of over 1,100 hand-picked hotels and resorts)$300 for dining through Sapphire Reserve Exclusive Tables$300 annually in monthly DoorDash promos and complimentary DashPass membership worth $120 annually$300 annual StubHub credit on concert and event tickets$250 for Apple Music and Apple TV+$120 for Peloton purchasesYou'll still get the classic $300 annual travel credit, Global Entry or TSA PreCheck credit, and Priority Pass™ Select lounge access. Plus, there's IHG Platinum Elite status and new spend-based perks if you hit $75,000 annually.Chase doesn't advertise a specific credit limit, but many Chase Sapphire Reserve® cardholders report receiving initial limits of $30,000 or more -- especially if they've had strong banking history with Chase. And remember, this massive welcome bonus is a limited-time opportunity -- don't miss out.Check out the newly refreshed Chase Sapphire Reserve® and apply today.The Platinum Card® from American Express: A serious travel flex The Platinum Card® from American Express is a leader in the luxury card world. And it totally earns that rep. Cardholders get access to more than 1,400 airport lounges worldwide, including Amex's own Centurion Lounges, which are like first-class lounges for your credit card. Terms apply.Here are some of the main credits and perks included:$200 hotel credit when you book through Fine Hotels + Resorts$200 in annual airline fee credits$199 CLEAR® Plus Credit to breeze through airport security$155 Walmart+ CreditUp to $240 annually in digital entertainment credits for services like Hulu, Disney+, and more$200 Uber Cash ($15 each month, plus a bonus $20 in December)Gold elite status at Hilton Honors and Marriott BonvoyAnd way more!Terms apply; enrollment may be requiredThis card comes with a $695 annual fee (see rates and fees). And unlike most regular credit cards, it doesn't have a preset credit limit. Instead, your available spending power adjusts over time based on your spending history and credit profile. You can check it anytime in the Amex app before making a big purchase.Another huge incentive is the current welcome offer: Apply and find out if you are eligible for as high as 175,000 Membership Rewards® Points after spending $8,000 in eligible purchases on your new Card in your first 6 months of Membership. Welcome offers vary and you may not be eligible for an offer.Find out your offer today. Apply for The Platinum Card® from American Express and start enjoying those luxury perks!Delta SkyMiles® Reserve American Express Card: A shortcut to elite Medallion status If you fly Delta regularly, the Delta SkyMiles® Reserve American Express Card is built to elevate your experience.Here are the VIP perks included with this card:Complimentary Delta Sky Club® access (plus access to Amex Centurion Lounges when flying Delta)Priority boarding, first checked bag free and 20% back on in-flight purchases on Delta flightsStatus Boost®: Earn MQMs (Medallion Qualification Miles) through card spending to help you hit elite status fasterA companion certificate every year you renew the card$200 Delta Stays Credit for prepaid hotels or vacation rentals through Delta Stays on delta.com$240 Resy Credit ($20 in statement credits each month)$120 Rideshare Credit ($10 in statement credits each month)Terms apply; enrollment may be requiredThe $650 annual fee (see rates and fees) is no joke. But if you value Delta perks and fly often, the card's travel upgrades and elite benefits can add up fast.Fast-track to Delta Medallion status -- apply for the Amex Delta SkyMiles Reserve card today.Are premium credit cards worth it?These cards are "premium" for a reason. The annual fees are steep, and you typically need very good or excellent credit to qualify. But if you fly often, stay at hotels, or want rewards with real value, they can absolutely pay off.As for higher credit limits, a card with a $30K+ limit won't just make big purchases easier. It can also help lower your credit utilization ratio, which is good for your credit score.
https://www.fool.com
- 1 week ago
Delta Air Lines Could Reach New Highs in 2025—And Here's Why
The company's Q2 results and guidance affirm that the strengths present in 2024 and Q1 2025 remain, providing solid cash flow and the ability to improve shareholder value this year, next, and over time.
marketbeat.com
- 1 week ago
The Score: WK Kellogg, Nvidia, Delta Air Lines and More Stocks That Defined the Week
Here are some of the major companies whose stocks moved on the week's news.
wsj.com
- 1 week ago
Low Fuel Costs Aid Delta's Q2 Earnings, Expenses on Labor Stay High
Low fuel costs give DAL a lift in the second quarter, but rising labor expenses from a 2023 pilot deal continue to weigh on profits.
zacks.com
- 1 week ago
Delta Air Lines: Restored Guidance, Margin Gains, And A Dividend Hike Signal Asymmetric Upside
I'm upgrading Delta Air Lines to buy as management has restored guidance, raised the dividend, and demonstrated renewed confidence in their outlook. Delta's competitive edge lies in premium seats, loyalty program growth, cost control, and operational reliability, making it the U.S. airline gold standard. DAL stock's valuation remains attractive at ~10x forward earnings, with limited downside and upside potential into the $60s or even $70 if sentiment improves.
seekingalpha.com
- 2 weeks ago
Delta hits record profits and airline stocks bounce as passengers trade economy for luxury
Delta Air Lines posted record revenues for the second quarter on Thursday. Falling demand for economy has led to capacity cuts, but premium seats continue to boom.
businessinsider.com
- 2 weeks ago
8. Profile
Summary
Delta Air Lines, Inc. DAL
COUNTRY
US
INDUSTRY
Airlines, Airports & Air Services
MARKET CAP
$ 36.6 B
Dividend Yield
0.31%
Description
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, Minneapolis-St. Paul, Detroit, 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, Mexico City, London-Heathrow, Paris-Charles de Gaulle, and Seoul-Incheon. The company sells its tickets through various distribution channels, including delta.com and the Fly Delta app, reservations, online travel agencies, traditional brick and mortar, and other agencies. It also provides aircraft maintenance and engineering support, repair, and overhaul services; and vacation packages to third-party consumers, as well as aircraft charters, and management and programs. The company operates through a fleet of approximately 1,200 aircrafts. Delta Air Lines, Inc. was founded in 1924 and is based in Atlanta, Georgia.
Contact
PO Box 20706, Atlanta, GA, 30320-6001
https://www.delta.com
IPO
Date
May 3, 2007
Employees
100000
Officers
Mr. Peter W. Carter
Executive Vice President & Chief External Affairs Officer
Mr. Glen William Hauenstein
President
Mr. Tim Mapes
Senior Vice President & Chief Communications Officer
Mr. Alain M. Bellemare
Executive Vice President & President of International
Mr. William Charles Carroll
Senior Vice President, Controller & Principal Accounting Officer
Mr. Rahul Samant
Executive Vice President & Chief Information Officer
Ms. Julie Stewart
Vice President of Investor Relations
Mr. John E. Laughter
President of Delta TechOps & Chief of Operations
Mr. Edward H. Bastian
Chief Executive Officer & Director
Mr. Daniel Charles Janki
Executive Vice President & Chief Financial Officer