Delta Air Lines, Inc.

NYSE:DAL Lagerbericht

Marktkapitalisierung: US$55.0b

Delta Air Lines Zukünftiges Wachstum

Future Kriterienprüfungen 2/6

Delta Air Lines wird ein jährliches Gewinn- und Umsatzwachstum von 4.8% bzw. 3.1% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 14.6% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 20.2% betragen.

Wichtige Informationen

4.8%

Wachstumsrate der Gewinne

14.56%

EPS-Wachstumsrate

Airlines Gewinnwachstum15.9%
Wachstumsrate der Einnahmen3.1%
Zukünftige Eigenkapitalrendite20.22%
Analystenabdeckung

Good

Zuletzt aktualisiert22 Jun 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha • Jun 21

Delta Air Lines: My Buy Thesis Played Out, But Growing Risks Are A Real Concern (Rating Downgrade)

Summary Delta Air Lines has outperformed the market, rising 77% in the past year, reflecting strong fundamentals and resilience. Despite robust Q1 results and a 14.7% dividend increase, DAL now trades at a forward P/E of 12x, appearing fairly valued. I downgrade DAL from buy to hold due to heightened macro risks, potential rate hikes, and increased near-term downside risk. Monitor operating margins and profits, as persistent inflation and higher fuel costs may pressure financials in the back half of the year. Read the full article on Seeking Alpha
Analyseartikel • Jun 20

Delta Air Lines (DAL) Stock Could Be 19% Below Fair Value After Dividend Hike

Delta Air Lines (DAL) is back on income investors’ radar after its Board approved a 15% increase in the quarterly dividend to $0.2150 per share, along with fresh liquidity from a new revolving credit facility. See our latest analysis for Delta Air Lines. At a share price of $84.18, Delta Air Lines has seen strong momentum recently, with an 11.28% 1 month share price return and a 32.69% 3 month share price return. The 1 year total shareholder return of 80.48% and 5 year total shareholder...
Narrativ-Update • Jun 16

DAL: Premium Focus And Cash Resilience Will Support Future Stock Upside

The analyst price target for Delta Air Lines has been revised from $95.00 to about $101.56 as several firms highlight what they see as improving earnings durability, resilient free cash flow and a supportive return on capital profile for the airline sector. Analyst Commentary Recent Street research on Delta Air Lines highlights a cluster of upward price target revisions, with several bullish analysts pointing to what they see as stronger earnings durability and cash generation as key supports for valuation.
Narrativ-Update • Jun 02

DAL: Premium Demand And Fuel Resilience Will Support 2026 Earnings Stability

Analysts have raised the updated fair value estimate for Delta Air Lines stock to $81.81 from $79.89. This change reflects a series of higher Street price targets, reaching up to $105, along with views that the company is positioned to manage fuel cost swings while supporting earnings resilience and free cash flow.
Narrativ-Update • May 15

DAL: Fuel Resilience And Premium Demand Will Support Future Upside Potential

Analysts have raised the implied fair value for Delta Air Lines stock from about $80.04 to $95.00. This reflects updated assumptions for higher revenue growth, a lower discount rate and a higher future P/E multiple, partly informed by recent shifts in Street price targets amid fuel cost concerns and demand trends.
Narrativ-Update • Apr 29

DAL: Fair Outlook Weighs Fuel Cost Pressures Against Premium Demand Trends

Analysts have nudged Delta Air Lines' fair value estimate slightly higher to $64.40, citing updated assumptions that reflect stronger revenue expectations, a higher future P/E multiple, and fuel cost pressures that temper profit margin forecasts. Analyst Commentary Recent Street research on Delta Air Lines shows a mixed backdrop, with some firms lifting price targets while others trim expectations in response to higher fuel assumptions and evolving demand views.
Narrativ-Update • Apr 14

DAL: Fair Outlook Balances Fuel Cost Uncertainty With 2026 Earnings Guidance

Analysts have adjusted the average price target for Delta Air Lines by about $1, reflecting updated views on fuel cost headwinds, resilient demand, and revised expectations for margins and future P/E multiples. Analyst Commentary Recent research has offered a mixed but generally cautious read on Delta Air Lines, with several firms adjusting price targets to reflect higher fuel assumptions, evolving demand expectations, and uncertainty around margins and future P/E multiples.
Narrativ-Update • Mar 31

DAL: Premium Demand And Limited Fuel Sensitivity Will Support 2026 Earnings Profile

Analysts nudged the average price target for Delta Air Lines slightly lower to around $80. They cited the impact of higher fuel cost assumptions, while also highlighting resilient demand, modestly firmer revenue growth and margin expectations, and a P/E multiple that remains broadly in line with prior views.
Narrativ-Update • Mar 16

DAL: Premium Demand And Low Fuel Sensitivity Will Support Further Upside

Narrative Update: Delta Air Lines The analyst price target for Delta Air Lines has edged lower by a few dollars to reflect higher assumed fuel costs and slightly softer profit margin expectations, even as analysts still highlight resilient demand and relatively lower fuel sensitivity compared with peers. Analyst Commentary Recent research on Delta Air Lines clusters around a common theme, with higher assumed fuel costs pulling price targets lower, while demand and premium positioning are still seen as important supports for the equity story.
Narrativ-Update • Mar 02

DAL: Fair Outlook Weighs 2026 Guidance Against Widebody Order Commitments

Analysts have modestly adjusted their price targets on Delta Air Lines, with the blended target moving slightly. Updated models reflect a lower discount rate, a small uptick in expected revenue growth, and a marginally reduced assumed profit margin and future P/E multiple.
Narrativ-Update • Feb 16

DAL: Premium Demand And 2026 Outlook Will Support Further Upside

The analyst price target for Delta Air Lines has been reduced by approximately $1 to $81.29. Analysts cite minor changes to fair value, discount rate, revenue growth, and profit margin assumptions, reflecting a combination of recent target increases and modest reductions across the Street.
Narrativ-Update • Feb 09

Delta Air Lines posts stellar unit economics but faces headwinds ahead

Atlanta's flag carrier, so to speak, remains the lode star in the US network carrier heaven, with its profitability the current envy of the industry: Total revenue per available seat mile (TRASM) in Q4/25 stood at 21.94 cents, with total cost per available seat mile (CASM) at 19.93 cents, thus yielding a net profit of some 2 cents per available seat mile. This is simply oustanding, particularly for a legacy carrier.
Narrativ-Update • Feb 02

DAL: Premium Demand And 2026 Guidance Will Support Measured Upside Ahead

Analysts have lifted their average fair value estimate for Delta Air Lines by about US$7 to roughly US$82. This reflects updated assumptions for slightly stronger revenue growth, modestly higher profit margins and a steady forward P/E multiple, informed by recent Street research that includes several higher price targets alongside a few trims.
Narrativ-Update • Jan 19

DAL: Fair Outlook Balances 2026 Guidance With Widebody Order And JV Ruling

Our fair value estimate for Delta Air Lines has increased from about US$59 to roughly US$66 per share as analysts incorporate updated price targets, including a mix of modest target reductions and larger increases across the Street, along with their expectations for demand, margins, and earnings multiples reflected in recent research. Analyst Commentary Recent research on Delta Air Lines reflects a mix of higher and lower price targets, with several firms updating their views as part of broader Q4 previews and outlooks for 2026.
Narrativ-Update • Jan 05

DAL: Premium Demand And Industry Shifts Will Support Measured Upside Ahead

Analysts have nudged their blended price target for Delta Air Lines higher to about US$74.61 from US$73.64, reflecting recent Q3 beat and raise commentary, constructive Q4 guidance, and views that the airline could benefit from structural changes across the industry. Analyst Commentary Recent research updates point to a more constructive tone around Delta Air Lines, with several bullish analysts raising their price targets into the low to mid US$70s after Q3 results and Q4 guidance commentary.
Analyseartikel • Dec 18

Delta Air Lines, Inc. (NYSE:DAL) Shares Fly 25% But Investors Aren't Buying For Growth

Delta Air Lines, Inc. ( NYSE:DAL ) shares have had a really impressive month, gaining 25% after a shaky period...
Narrativ-Update • Dec 14

DAL: Industry Shifts And Premium Demand Will Support Measured Upside Through 2026

Analysts have nudged their blended fair value estimate for Delta Air Lines higher to about $74 from roughly $72, citing Q3 beat-and-raise dynamics, improved revenue growth and Q4 guidance, and Delta's perceived structural advantages as a key beneficiary of ongoing industry changes. Analyst Commentary Street research remains broadly constructive on Delta, with a series of price target increases clustered in the low to mid $70s and upgrades that reflect confidence in both near term execution and longer term structural advantages.
Narrativ-Update • Nov 30

DAL: Industry Consolidation And Margin Gains Will Spur Outperformance Through 2026

The analyst price target for Delta Air Lines edged slightly lower to $71.60 from $71.75. Analysts cite improved revenue and margin outlooks, but anticipate only minor adjustments following the most recent earnings and guidance updates.
Narrativ-Update • Nov 16

DAL: Ongoing Industry Changes Will Drive Sustained Margin Expansion Into 2026

Delta Air Lines' average analyst price target has been raised, with several firms increasing their targets by $2 to $13 per share. Analysts point to strong Q3 results, positive guidance, and structural industry advantages that support further upside.
Narrativ-Update • Nov 01

DAL: Momentum In Premium Travel And New Technology Will Drive Outperformance

Delta Air Lines' analyst price target has seen a notable increase, with consensus rising by several dollars to a new range around $74 to $85. Analysts cite strong Q3 results, improved Q4 guidance, and confidence in the airline's premium strategies and industry positioning as key drivers for the upward revision.
Analyseartikel • Oct 18

Delta Air Lines' (NYSE:DAL) Profits May Not Reveal Underlying Issues

Delta Air Lines, Inc.'s ( NYSE:DAL ) robust recent earnings didn't do much to move the stock. We think this is due to...
Narrativ-Update • Oct 18

Long-Term MRO Partnership And Cost Management Will Secure Future Success

Delta Air Lines’ analyst price target has been revised upward from $70.46 to $71.75, as analysts point to recent earnings outperformance, raised guidance, and Delta’s structural advantages that support improved profitability. Analyst Commentary Recent commentary from Wall Street highlights a growing optimism among analysts regarding Delta Air Lines’ performance and prospects.
Narrativ-Update • Oct 04

Long-Term MRO Partnership And Cost Management Will Secure Future Success

Delta Air Lines' analyst price target has edged up from $69.66 to $70.46, as analysts cite momentum in premium product offerings, positive revenue trends, and industry-wide transformation as key factors supporting a slightly more optimistic outlook. Analyst Commentary Recent analyst actions reflect heightened optimism around Delta Air Lines, with several firms raising their price targets and voicing confidence in key drivers of performance and future execution.
Narrativ-Update • Sep 16

Long-Term MRO Partnership And Cost Management Will Secure Future Success

Delta Air Lines’ analyst price target was raised as Q2 earnings, forward guidance, and reinstated 2025 EPS targets outperformed expectations, supported by robust demand, premium segment growth, and competitive positioning, resulting in the target increasing from $67.81 to $69.66. Analyst Commentary Bullish analysts noted Delta’s Q2 earnings beat, with EPS and forward guidance ahead of consensus, and reinstated 2025 EPS guidance indicating upside potential.
Narrativ-Update • Sep 01

Long-Term MRO Partnership And Cost Management Will Secure Future Success

Delta Air Lines’ Analyst Price Target has been raised to $67.66, primarily reflecting strong Q2 earnings, reinstated and above-consensus guidance, robust demand—especially for international and premium products—and continued pricing power supported by industry capacity discipline. Analyst Commentary Stronger-than-expected Q2 earnings, with Q3 and FY25 EPS guidance reinstated and surpassing consensus estimates.
Analyseartikel • Jul 03

Is It Time To Consider Buying Delta Air Lines, Inc. (NYSE:DAL)?

Today we're going to take a look at the well-established Delta Air Lines, Inc. ( NYSE:DAL ). The company's stock saw a...
Seeking Alpha • Apr 08

Delta Air Lines Q1 Preview: Cheaper Oil Presents A Strong Tailwind

Summary Despite a ~38.68% YTD drop, Delta shares are undervalued; robust fundamentals and resilient travel demand present a compelling buy opportunity. Short-term sentiment on reduced high-end travel is driving the price down, but Delta's earnings growth potential remains strong. Falling fuel prices will improve margins, and TSA data shows continued strong travel demand, supporting Delta's revenue growth. Delta's valuation is deeply discounted; potential for significant upside if shares re-rate to a more realistic forward EPS multiple. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:DAL - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202875,2895,6514,7749,82010
12/31/202772,3135,0933,8288,93810
12/31/202670,3652,9272,2947,54710
3/31/202665,1784,4763,9218,396N/A
12/31/202563,3645,0053,8438,342N/A
9/30/202562,9204,6303,0747,976N/A
6/30/202561,9254,4852,3327,403N/A
3/31/202561,9353,6602,8247,995N/A
12/31/202461,6433,4572,8858,025N/A
9/30/202460,3074,6511,2446,676N/A
6/30/202460,1174,4871,1056,478N/A
3/31/202459,0375,0091,1216,637N/A
12/31/202358,0484,6091,1416,464N/A
9/30/202357,2603,4011,1867,107N/A
6/30/202355,7462,9878066,900N/A
3/31/202353,9931,8951,2276,827N/A
12/31/202250,5821,318-36,363N/A
9/30/202246,617813475,731N/A
6/30/202241,7966002415,013N/A
3/31/202235,097517-2314,344N/A
12/31/202129,899280173,264N/A
9/30/202124,402-67-1,1551,422N/A
6/30/202118,311-6,659-3,184-1,304N/A
3/31/202112,653-13,028-4,860-3,460N/A
12/31/202017,095-12,385-5,692-3,793N/A
9/30/202024,561-10,532-3,960-1,537N/A
6/30/202034,059-3,657483,282N/A
3/31/202045,1273,5032,3286,841N/A
12/31/201947,0074,767N/A8,425N/A
9/30/201946,3104,688N/A8,700N/A
6/30/201945,7034,514N/A7,955N/A
3/31/201944,9424,108N/A7,584N/A
12/31/201844,4383,935N/A7,014N/A
9/30/201843,9243,214N/A7,660N/A
6/30/201843,0333,052N/A7,754N/A
3/31/201842,0053,201N/A7,225N/A
12/31/201741,1383,205N/A5,023N/A
9/30/201740,3683,529N/A4,257N/A
6/30/201739,7893,628N/A4,518N/A
3/31/201739,4893,988N/A5,364N/A
12/31/201639,4504,195N/A7,215N/A
9/30/201639,6834,731N/A7,559N/A
6/30/201640,3074,787N/A7,772N/A
3/31/201640,5674,726N/A7,302N/A
12/31/201540,7044,526N/A7,927N/A
9/30/201540,8492,834N/A7,030N/A
6/30/201540,9201,876N/A6,321N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: DALDas prognostizierte Gewinnwachstum (4.8% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: DALDie Erträge des Unternehmens (4.8% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (18.9% pro Jahr).

Hohe Wachstumserträge: DALDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: DALDie Einnahmen des Unternehmens (3.1% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (13% pro Jahr).

Hohe Wachstumseinnahmen: DALDie Einnahmen des Unternehmens (3.1% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: DALDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (20.2%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/22 12:42
Aktienkurs zum Tagesende2026/06/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Delta Air Lines, Inc. wird von 39 Analysten beobachtet. 20 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
John StaszakArgus Research Company
Brandon OglenskiBarclays
Garrett ChaseBarclays