Delta Air Lines (DAL) 주식 개요
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DAL Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$63.21
FV
11.1% 고평가 내재 할인율3.50%
Revenue growth p.a.
384
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Delta Air Lines, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$70.23 |
| 52주 최고가 | US$76.39 |
| 52주 최저가 | US$45.28 |
| 베타 | 1.25 |
| 1개월 변동 | -2.44% |
| 3개월 변동 | 1.78% |
| 1년 변동 | 37.92% |
| 3년 변동 | 97.33% |
| 5년 변동 | 55.34% |
| IPO 이후 변동 | 208.16% |
최근 뉴스 및 업데이트
Seeking Alpha • May 12
It's Just Plane Obvious: Delta Is Set To Benefit From The Jet Fuel Crisis
Summary The airline industry is facing several challenges, with its costs (mainly oil) increasing dramatically in recent years. Delta stands out from the group in terms of its relative valuation, performance, and growth initiatives. In the process of a massive fleet revitalization, Delta is experiencing significant fuel efficiency gains. Delta is also reaping the rewards from other business decisions and investments. Using a sum-of-parts analysis, Delta's shares have significant upside. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.Recent updates
Seeking Alpha • May 12
It's Just Plane Obvious: Delta Is Set To Benefit From The Jet Fuel Crisis
Summary The airline industry is facing several challenges, with its costs (mainly oil) increasing dramatically in recent years. Delta stands out from the group in terms of its relative valuation, performance, and growth initiatives. In the process of a massive fleet revitalization, Delta is experiencing significant fuel efficiency gains. Delta is also reaping the rewards from other business decisions and investments. Using a sum-of-parts analysis, Delta's shares have significant upside. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • Mar 01
Delta Air Lines Inc. (DAL): The Premium Powerhouse – Scaling Loyalty and International Dominance in 2026
Delta Air Lines (DAL) is currently the most profitable major carrier in the United States, trading at $65.72 as of the February 27, 2026 close. While the stock faced a sharp 6.8% dip on the final Friday of February due to a massive winter storm in the Northeast and lingering concerns over trade policy, its fundamental narrative remains one of "premiumization." Following a record-breaking fiscal year 2025, where the airline achieved $58.3 billion in revenue and an industry-leading 10% operating margin , Delta is successfully decoupling itself from the traditional "low-cost" airline cycle.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • Jun 12
Shareholders Will Probably Hold Off On Increasing Delta Air Lines, Inc.'s (NYSE:DAL) CEO Compensation For The Time Being
Key Insights Delta Air Lines to hold its Annual General Meeting on 19th of June Total pay for CEO Ed Bastian includes...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 Alpha새로운 내러티브 • Mar 20
Delta loses shine after warning of falling travel demand, but still industry leader
As written here in February, Delta is the leading carrier among the major US airlines.In terms of profitability, fleet management/modernisation and thus cost effectiveness, and yield management, the gSeeking Alpha • Mar 11
Delta Air Lines: Quality Won't Matter, Downgrading To Neutral
Summary Lower revenue, margins and EPS guidance for Q1 led to a 17% drop in Delta Air Lines' stock and a $5B market cap loss on Monday. I believe that Delta still has strong fundamentals relative to its peers, but consumer weakness and economic risks warrant caution. Expect more volatility ahead as the bottom of the well for an airline stock during a recession could surpass a 65% drop from prior highs. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
Delta Air Lines Gains As Competitors Struggle
Summary Delta Air Lines leads the industry in total revenues and market cap, driven by strategic network restructuring and fleet optimization over the past 20 years. Delta's growth focuses on restoring regional jet capacity, expanding coastal hubs, and leveraging international partnerships, while maintaining a balanced domestic and international network. Strong financials, industry-leading service, and a robust loyalty program with American Express position Delta for continued success despite economic challenges. Read the full article on Seeking Alpha주주 수익률
| DAL | US Airlines | US 시장 | |
|---|---|---|---|
| 7D | -4.2% | -5.4% | -0.9% |
| 1Y | 37.9% | 22.1% | 24.4% |
수익률 대 산업: DAL은 지난 1년 동안 22.1%의 수익을 기록한 US Airlines 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: DAL은 지난 1년 동안 24.4%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| DAL volatility | |
|---|---|
| DAL Average Weekly Movement | 6.0% |
| Airlines Industry Average Movement | 8.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: DAL는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: DAL의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1924 | 103,000 | Ed Bastian | www.delta.com |
델타항공은 미국 및 국제선에서 승객과 화물을 위한 정기 항공 운송 서비스를 제공합니다. 이 회사는 항공과 정유 두 부문으로 운영됩니다. 애틀랜타, 디트로이트, 미니애폴리스-세인트폴, 솔트레이크시티의 핵심 허브와 보스턴, 로스앤젤레스, 뉴욕-라과디아, 뉴욕-JFK, 시애틀의 해안 허브 위치를 중심으로 한 국내 네트워크와 암스테르담, 보고타, 리마, 멕시코시티, 런던-히드로, 파리-샤를드골, 산티아고(칠레), 상파울루, 서울-인천, 도쿄의 허브 및 시장 입지를 중심으로 한 국제 네트워크가 구축되어 있습니다.
Delta Air Lines, Inc. 기초 지표 요약
| DAL 기초 통계 | |
|---|---|
| 시가총액 | US$46.75b |
| 순이익 (TTM) | US$4.48b |
| 매출 (TTM) | US$65.18b |
10.3x
주가수익비율(P/E)0.7x
주가매출비율(P/S)DAL는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| DAL 손익계산서 (TTM) | |
|---|---|
| 매출 | US$65.18b |
| 매출원가 | US$52.21b |
| 총이익 | US$12.97b |
| 기타 비용 | US$8.50b |
| 순이익 | US$4.48b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 6.85 |
| 총이익률 | 19.90% |
| 순이익률 | 6.87% |
| 부채/자본 비율 | 70.4% |
DAL의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Delta Air Lines 배당 일정 | |
|---|---|
| 배당락일 | May 14 2026 |
| 배당 지급일 | Jun 04 2026 |
| 배당락일까지 남은 일수 | 2 days |
| 배당 지급일까지 남은 일수 | 19 days |
DAL는 안정적으로 배당을 지급합니까?
DAL 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/15 05:15 |
| 종가 | 2026/05/15 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Delta Air Lines, Inc.는 42명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Staszak | Argus Research Company |
| Brandon Oglenski | Barclays |
| Garrett Chase | Barclays |