Delta Air Lines, Inc.

NYSE:DAL 株式レポート

時価総額：US$54.5b

Delta Air Lines 配当と自社株買い

配当金 基準チェック /36

Delta Air Lines配当を支払う会社であり、現在の利回りは1.06%で、収益によって十分にカバーされています。

主要情報

1.1%

配当利回り

n/a

バイバック利回り

総株主利回りn/a
将来の配当利回り1.2%
配当成長-4.9%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向13%

最近の配当と自社株買いの更新

Recent updates

Seeking Alpha • Aug 18

Delta Air Lines Has A Margin Moat

Summary Delta Air Lines earns a buy rating, driven by robust margin resilience and strong pricing power, even amid record-high fuel costs. DAL's shift toward premium and loyalty revenue streams, now 61% of total revenue, is accelerating margin expansion and long-term growth potential. Despite cyclical risks, DAL's premium positioning and brand strength support its ability to pass on costs and maintain profitability. With a forward P/E of 13.9 and reaffirmed 20% EPS growth guidance for 2026, DAL offers compelling value relative to peers. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 11

DAL: Future Margin Upside Will Struggle To Justify Current Pricing Power Expectations

Analysts have raised the fair value estimate for Delta Air Lines from about $64.40 to approximately $79.44, citing a series of higher Street price targets that reflect confidence in structurally higher margins, stronger pricing power, and the earnings contribution from Delta's loyalty program and diversified revenue base. Analyst Commentary Recent Street research around Delta Air Lines has been largely constructive, with many firms adjusting price targets higher following quarterly results, updated guidance, and commentary around the pricing backdrop, fuel costs, and the airline's diversified revenue mix.
ナラティブ更新 • Jul 28

DAL: Premium And Loyalty Revenue Will Support Structurally Higher Future Margins

Analysts have lifted the fair value estimate for Delta Air Lines stock from $81.81 to $105.52. This reflects higher Street price targets in the $100 to $125 range that are tied to views on the company's margin potential, fuel cost relief, premium demand and loyalty economics.
分析記事 • Jul 17

Delta Air Lines' (NYSE:DAL) Sluggish Earnings Might Be Just The Beginning Of Its Problems

Delta Air Lines, Inc.'s ( NYSE:DAL ) recent weak earnings report didn't cause a big stock movement. However, we believe...
ナラティブ更新 • Jul 14

DAL: Premium And Loyalty Engine Will Support Structurally Higher Future Margins

Analysts have raised the fair value estimate for Delta Air Lines stock to $125 from $107. This change reflects updated expectations for structurally higher margins, supported by recent price target increases across the Street and ongoing confidence in the company's earnings resilience, balance sheet, and diversified revenue drivers such as premium travel and loyalty income.
ナラティブ更新 • Jul 13

Delta remains a cash cow, but for the time being, the glory days might be over

Atlanta's home airline still shines bright, and indeed brighter than most in a notorious low-margin, low-profit industry. In its Q2 trading update, Delta once again trounced analysts' expectations both top and bottom line, yet there's a snag: The legacy carrier comes from all-time high profitability.
ナラティブ更新 • 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.

決済の安定と成長

配当データの取得

安定した配当: DALの配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: DALの配当金は過去10年間にわたって増加しています。

配当利回り対市場

Delta Air Lines 配当利回り対市場
DAL 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (DAL)1.1%
市場下位25% (US)1.3%
市場トップ25% (US)4.0%
業界平均 (Airlines)1.5%
アナリスト予想 (DAL) (最長3年)1.2%

注目すべき配当: DALの配当金 ( 1.06% ) はUS市場の配当金支払者の下位 25% ( 1.33% ) と比べると目立ったものではありません。

高配当: DALの配当金 ( 1.06% ) はUS市場の配当金支払者の上位 25% ( 3.99% ) と比較すると低いです。

株主への利益配当

収益カバレッジ: DAL の配当性向 (12.8%) は低いため、配当金の支払いは利益によって十分にカバーされます。

株主配当金

キャッシュフローカバレッジ: DALは低い 現金配当性向 ( 16.5% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/20 23:21
終値2026/08/20 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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. 20 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。40

アナリスト機関
John StaszakArgus Research Company
Brandon OglenskiBarclays
Garrett ChaseBarclays