Delta Air Lines（DAL）株式概要
デルタ航空は、米国内および国際線において旅客および貨物の定期航空輸送を提供している。 詳細
DAL Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$63.21
FV
40.8% 割高 内在価値ディスカウント3.50%
Revenue growth p.a.
430
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Delta Air Lines, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$89.00 |
| 52週高値 | US$95.68 |
| 52週安値 | US$50.45 |
| ベータ | 1.29 |
| 1ヶ月の変化 | 9.65% |
| 3ヶ月変化 | 31.23% |
| 1年変化 | 56.75% |
| 3年間の変化 | 86.54% |
| 5年間の変化 | 115.24% |
| IPOからの変化 | 290.52% |
最新ニュース
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
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.株主還元
| DAL | US Airlines | US 市場 | |
|---|---|---|---|
| 7D | -4.0% | -6.0% | -0.4% |
| 1Y | 56.7% | 43.4% | 18.4% |
業界別リターン: DAL過去 1 年間で43.4 % の収益を上げたUS Airlines業界を上回りました。
リターン対市場: DAL過去 1 年間で18.4 % の収益を上げたUS市場を上回りました。
価格変動
| DAL volatility | |
|---|---|
| DAL Average Weekly Movement | 5.8% |
| Airlines Industry Average Movement | 8.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: DAL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DALの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1924 | 103,000 | Ed Bastian | www.delta.com |
デルタ航空は米国および国際線において旅客および貨物の定期航空輸送を提供している。同社は航空部門と精製部門の2つのセグメントで事業を展開している。国内線はアトランタ、デトロイト、ミネアポリス・セントポール、ソルトレイクシティの中核ハブ空港とボストン、ロサンゼルス、ニューヨーク・ラ・ガーディア空港、ニューヨーク・JFK空港、シアトルの沿岸ハブ空港を中心に、国際線はアムステルダム、ボゴタ、リマ、メキシコシティ、ロンドン・ヒースロー空港、パリ・シャルル・ド・ゴール空港、サンティアゴ（チリ）、サンパウロ、ソウル・仁川、東京のハブ空港とマーケットを中心に展開している。また、航空機のメンテナンス、エンジニアリング・サポート、修理、オーバーホール・サービス、バケーション・パッケージも提供している。約1,314機の航空機を運航している。デルタ航空は1924年に設立され、ジョージア州アトランタに本社を置く。
Delta Air Lines, Inc. 基礎のまとめ
| DAL 基礎統計学 | |
|---|---|
| 時価総額 | US$57.04b |
| 収益（TTM） | US$4.48b |
| 売上高(TTM) | US$65.18b |
13.0x
PER（株価収益率0.9x
P/SレシオDAL は割高か？
公正価値と評価分析を参照収益と収入
| DAL 損益計算書（TTM） | |
|---|---|
| 収益 | US$65.18b |
| 売上原価 | US$52.21b |
| 売上総利益 | US$12.97b |
| その他の費用 | US$8.50b |
| 収益 | US$4.48b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 10, 2026
| 一株当たり利益（EPS） | 6.85 |
| グロス・マージン | 19.90% |
| 純利益率 | 6.87% |
| 有利子負債／自己資本比率 | 70.4% |
DAL の長期的なパフォーマンスは？
過去の実績と比較を見る| Delta Air Lines 配当日 | |
|---|---|
| 配当落ち日 | Jul 09 2026 |
| 配当支払日 | Jul 30 2026 |
| 配当落ちまでの日数 | 1 day |
| 配当支払日までの日数 | 20 days |
DAL 配当は確実ですか？
DAL 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/09 21:35 |
| 終値 | 2026/07/09 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Delta Air Lines, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39
| アナリスト | 機関 |
|---|---|
| John Staszak | Argus Research Company |
| Brandon Oglenski | Barclays |
| Garrett Chase | Barclays |