Delta Air Lines (DAL) Aandelenoverzicht
Delta Air Lines, Inc. verzorgt geregeld luchtvervoer voor passagiers en vracht in de Verenigde Staten en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 3/6 |
DAL Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$63.21
FV
30.4% overgewaardeerd intrinsieke korting2.00%
Revenue growth p.a.
495
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Delta Air Lines, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$82.41 |
| 52 Week Hoogtepunt | US$95.68 |
| 52 Week Laag | US$55.03 |
| Bèta | 1.31 |
| 1 maand verandering | -3.12% |
| 3 maanden verandering | 3.80% |
| 1 Jaar Verandering | 36.42% |
| 3 jaar verandering | 94.32% |
| 5 jaar verandering | 106.49% |
| Verandering sinds IPO | 261.61% |
Recent nieuws en 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
Narratiefupdate • 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.
Narratiefupdate • 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.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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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 voor aandeelhouders
| DAL | US Airlines | US Markt | |
|---|---|---|---|
| 7D | -5.9% | -6.4% | -1.2% |
| 1Y | 36.4% | 11.0% | 18.3% |
Rendement versus industrie: DAL overtrof de US Airlines industrie, die het afgelopen jaar een rendement 11 % opleverde.
Rendement versus markt: DAL overtrof de US markt, die het afgelopen jaar een rendement opleverde van 18.3 %.
Prijsvolatiliteit
| DAL volatility | |
|---|---|
| DAL Average Weekly Movement | 5.2% |
| Airlines Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: DAL heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van DAL is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1924 | 103,000 | Ed Bastian | www.delta.com |
Delta Air Lines, Inc. verzorgt geregeld luchtvervoer voor passagiers en vracht in de Verenigde Staten en internationaal. Het bedrijf opereert via twee segmenten, Airline en Raffinaderij. Het binnenlandse netwerk is geconcentreerd op kernhubs in Atlanta, Detroit, Minneapolis-St.
Delta Air Lines, Inc. Samenvatting
| DAL fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$53.90b |
| Inkomsten(TTM) | US$3.95b |
| Inkomsten(TTM) | US$68.29b |
13.6x
Koers/Winstverhouding0.8x
P/S-verhoudingIs DAL overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| DAL resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$68.29b |
| Kosten van inkomsten | US$55.52b |
| Brutowinst | US$12.77b |
| Overige uitgaven | US$8.82b |
| Inkomsten | US$3.95b |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 6.04 |
| Brutomarge | 18.70% |
| Nettowinstmarge | 5.78% |
| Schuld/Eigen Vermogen Verhouding | 64.2% |
Hoe presteerde DAL op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.0%
Huidig dividendrendement13%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/24 04:21 |
| Aandelenkoers aan het einde van de dag | 2026/08/21 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Delta Air Lines, Inc. wordt gevolgd door 40 analisten. 20 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| John Staszak | Argus Research Company |
| Brandon Oglenski | Barclays |
| Garrett Chase | Barclays |