Delta Air Lines, Inc.

NYSE:DAL Voorraadrapport

Marktkapitalisatie: US$44.4b

Delta Air Lines Inkomsten in het verleden

Verleden criteriumcontroles 5/6

Delta Air Lines heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 60.2%, terwijl de Airlines-industrie de winst zag groeien met 48.4% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 19.1%. Het rendement op eigen vermogen van Delta Air Lines is 22%, en het heeft een nettomarge van 6.9%.

Belangrijke informatie

60.23%

Groei van de winst

60.16%

Groei van de winst per aandeel

Airlines Groei van de industrie0.092%
Inkomstengroei19.06%
Rendement op eigen vermogen21.97%
Nettomarge6.87%
Laatste winstupdate31 Mar 2026

Recente prestatie-updates uit het verleden

Delta Air Lines' (NYSE:DAL) Profits May Not Reveal Underlying Issues

Oct 18
Delta Air Lines' (NYSE:DAL) Profits May Not Reveal Underlying Issues

Recent updates

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.

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.

Delta Air Q1 Earnings Preview: A High Bar To Fly Over, Shares Fairly Valued

Apr 02

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.

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.

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.

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.

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.

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.

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.

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.

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.

Delta Air Lines, Inc. (NYSE:DAL) Shares Fly 25% But Investors Aren't Buying For Growth

Dec 18
Delta Air Lines, Inc. (NYSE:DAL) Shares Fly 25% But Investors Aren't Buying For Growth

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.

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.

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.

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.

Delta Air Lines' (NYSE:DAL) Profits May Not Reveal Underlying Issues

Oct 18
Delta Air Lines' (NYSE:DAL) Profits May Not Reveal Underlying Issues

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.

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.

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.

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.

Is It Time To Consider Buying Delta Air Lines, Inc. (NYSE:DAL)?

Jul 03
Is It Time To Consider Buying Delta Air Lines, Inc. (NYSE:DAL)?

Shareholders Will Probably Hold Off On Increasing Delta Air Lines, Inc.'s (NYSE:DAL) CEO Compensation For The Time Being

Jun 12
Shareholders Will Probably Hold Off On Increasing Delta Air Lines, Inc.'s (NYSE:DAL) CEO Compensation For The Time Being

Even With A 35% Surge, Cautious Investors Are Not Rewarding Delta Air Lines, Inc.'s (NYSE:DAL) Performance Completely

May 09
Even With A 35% Surge, Cautious Investors Are Not Rewarding Delta Air Lines, Inc.'s (NYSE:DAL) Performance Completely

Delta Air Lines Q1 Preview: Cheaper Oil Presents A Strong Tailwind

Apr 08

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 g

Delta Air Lines: Quality Won't Matter, Downgrading To Neutral

Mar 11

Delta Air Lines Gains As Competitors Struggle

Feb 14

Opbrengsten en kosten

Hoe Delta Air Lines geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.

Inkomsten en omzetgeschiedenis

NYSE:DAL Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Mar 2665,1784,4762,5230
31 Dec 2563,3645,0052,4850
30 Sep 2562,9204,6302,4900
30 Jun 2561,9254,4852,4880
31 Mar 2561,9353,6602,4870
31 Dec 2461,6433,4572,4850
30 Sep 2460,3074,6512,4290
30 Jun 2460,1174,4872,4040
31 Mar 2459,0375,0092,3840
31 Dec 2358,0484,6092,3340
30 Sep 2357,2603,4012,2760
30 Jun 2355,7462,9872,2050
31 Mar 2353,9931,8952,0790
31 Dec 2250,5821,3181,8910
30 Sep 2246,617811,6980
30 Jun 2241,7966001,4590
31 Mar 2235,0975171,1550
31 Dec 2129,8992809530
30 Sep 2124,402-677350
30 Jun 2118,311-6,6595270
31 Mar 2112,653-13,0283550
31 Dec 2017,095-12,3856430
30 Sep 2024,561-10,5321,0360
30 Jun 2034,059-3,6571,4760
31 Mar 2045,1273,5031,9640
31 Dec 1947,0074,7672,2110
30 Sep 1946,3104,6881,9730
30 Jun 1945,7034,5141,9680
31 Mar 1944,9424,1081,9410
31 Dec 1844,4383,9351,9410
30 Sep 1843,9243,2141,9290
30 Jun 1843,0333,0521,8930
31 Mar 1842,0053,2011,8380
31 Dec 1741,1383,2051,8270
30 Sep 1740,3683,5291,7900
30 Jun 1739,7893,6281,7570
31 Mar 1739,4893,9881,7380
31 Dec 1639,4504,1951,7510
30 Sep 1639,6834,7311,6930
30 Jun 1640,3074,7871,6900
31 Mar 1640,5674,7261,6740
31 Dec 1540,7044,5261,6720
30 Sep 1540,8492,8341,6810
30 Jun 1540,9201,8761,6940

Kwaliteitswinsten: DAL heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: De huidige netto winstmarges (6.9%) DAL } zijn hoger dan vorig jaar (5.9%).

Analyse vrije kasstroom versus winst

Analyse van de winstgroei in het verleden

Winsttrend: DAL is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 60.2% per jaar laten groeien.

Versnelling van de groei: De winstgroei van DAL over het afgelopen jaar ( 22.3% ) ligt onder het 5-jarig gemiddelde ( 60.2% per jaar).

Winst versus industrie: De winstgroei DAL over het afgelopen jaar ( 22.3% ) overtrof de Airlines -sector 18%.

Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 22% ) van DAL wordt als hoog beschouwd.

Rendement op activa

Rendement op geïnvesteerd vermogen

Ontdek sterk presterende bedrijven uit het verleden

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/01 06:02
Aandelenkoers aan het einde van de dag2026/05/01 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je 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 42 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.

AnalistInstelling
John StaszakArgus Research Company
Brandon OglenskiBarclays
Garrett ChaseBarclays