Delta Air Lines (DAL) Aperçu de l'action
Delta Air Lines, Inc. assure le transport aérien régulier de passagers et de marchandises aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 2/6 |
| Performances passées | 5/6 |
| Santé financière | 3/6 |
| Dividendes | 3/6 |
DAL Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$63.21
FV
38.3% surévalué décote intrinsèque3.50%
Revenue growth p.a.
434
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Delta Air Lines, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$87.39 |
| Plus haut sur 52 semaines | US$95.68 |
| Plus bas sur 52 semaines | US$50.45 |
| Bêta | 1.29 |
| Variation sur 1 mois | 14.28% |
| Variation sur 3 mois | 28.86% |
| Variation sur 1 an | 54.26% |
| Variation sur 3 ans | 87.98% |
| Variation sur 5 ans | 118.15% |
| Évolution depuis l'introduction en bourse | 283.46% |
Nouvelles et mises à jour récentes
Recent updates
Seeking Alpha • Jun 30
Delta Air Lines Q2 Earnings Preview: Here Are The Real Long-Term Signals
Summary Delta Air Lines, Inc. enters Q2 earnings with strong momentum, up 47% in three months, but valuation appears marginally overextended. I maintain a Hold rating on DAL stock, citing robust premiumization and loyalty growth, but heightened volatility and elevated expectations ahead of earnings. Q2 focus should be on diversified revenue expansion, especially premium ticket growth and AMEX remuneration, not short-term fuel headwinds. DAL’s forward P/E of 13.7x reflects industry re-rating; management’s commentary on post-summer demand and premium resilience is critical. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 30
DAL: Premium Margins And Higher Dividend Will Support Future Stock Upside
Analysts have raised the fair value estimate for Delta Air Lines to $107.00 from $101.56, citing expectations for higher profit margins, a slightly lower discount rate, and updated sector price targets following supportive research across the U.S. airline group. Analyst Commentary Recent research on Delta Air Lines points to a cluster of higher fair value views, with multiple bullish analysts lifting price targets as they reassess earnings power, margins, and sector positioning.Article d’analyse • 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...Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Rendement pour les actionnaires
| DAL | US Airlines | US Marché | |
|---|---|---|---|
| 7D | -5.8% | -3.4% | 0.6% |
| 1Y | 54.3% | 32.6% | 19.5% |
Rendement vs Industrie: DAL a dépassé le secteur US Airlines qui a rapporté 32.6 % au cours de l'année écoulée.
Rendement vs marché: DAL a dépassé le marché US qui a rapporté 19.5 % au cours de l'année écoulée.
Volatilité des prix
| DAL volatility | |
|---|---|
| DAL Average Weekly Movement | 5.9% |
| Airlines Industry Average Movement | 8.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: DAL n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de DAL ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1924 | 103,000 | Ed Bastian | www.delta.com |
Delta Air Lines, Inc. fournit des services de transport aérien régulier de passagers et de fret aux États-Unis et dans le monde entier. La compagnie opère à travers deux segments, Airline et Refinery. Son réseau domestique est centré sur des plates-formes principales à Atlanta, Detroit, Minneapolis-St.
Delta Air Lines, Inc. Résumé des fondamentaux
| DAL statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$58.16b |
| Bénéfices(TTM) | US$4.48b |
| Recettes(TTM) | US$65.18b |
12.8x
Ratio P/E0.9x
Ratio P/SLe site DAL est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| DAL compte de résultat (TTM) | |
|---|---|
| Recettes | US$65.18b |
| Coût des recettes | US$52.21b |
| Marge brute | US$12.97b |
| Autres dépenses | US$8.50b |
| Les revenus | US$4.48b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 6.85 |
| Marge brute | 19.90% |
| Marge bénéficiaire nette | 6.87% |
| Ratio dettes/capitaux propres | 70.4% |
Quelles ont été les performances à long terme de DAL?
Voir les performances historiques et les comparaisonsDividendes
0.9%
Rendement actuel des dividendes11%
Ratio de distributionLe site DAL verse-t-il des dividendes fiables ?
Voir DAL l'historique des dividendes et les indices de référence| Delta Air Lines dates des dividendes | |
|---|---|
| Date ex-dividende | Jul 09 2026 |
| Date de paiement du dividende | Jul 30 2026 |
| Jours jusqu'au dividende Ex | 2 days |
| Jours jusqu'à la date de paiement du dividende | 19 days |
Le site DAL verse-t-il des dividendes fiables ?
Voir DAL l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/10 21:32 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Delta Air Lines, Inc. est couverte par 39 analystes. 18 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| John Staszak | Argus Research Company |
| Brandon Oglenski | Barclays |
| Garrett Chase | Barclays |