company background image
DAL logo

Delta Air Lines NYSE:DAL Stock Report

Last Price

US$48.60

Market Cap

US$32.3b

7D

0.7%

1Y

-2.6%

Updated

28 May, 2025

Data

Company Financials +

Delta Air Lines, Inc.

NYSE:DAL Stock Report

Market Cap: US$32.3b

DAL Stock Overview

Provides scheduled air transportation for passengers and cargo in the United States and internationally. More details

DAL fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance2/6
Financial Health3/6
Dividends3/6

Rewards

Trading at 72.1% below our estimate of its fair value

Earnings are forecast to grow 5.19% per year

Trading at good value compared to peers and industry

Risk Analysis

Profit margins (5.9%) are lower than last year (8.5%)

Has a high level of debt


Community vs My Fair Value

Create Narrative

Select a narrative for quick price alerts from the community, or create your own.

DAL logo
Delta Air Lines
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts

Long-Term MRO Partnership And Cost Management Will Secure Future Success

Key Takeaways Delta's strategy includes maintaining flat capacity growth and aligning supply with demand, positively impacting net margins through cost management. Emphasizing premium services and strategic partnerships supports revenue resilience and growth, enhancing market differentiation and customer loyalty.
View narrative
US$56.60
FV
14.1% undervalued intrinsic discount
2.60%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
62users have followed this narrative
about 2 hours ago author updated this narrative
DAL logo
Delta Air Lines
PI
PittTheYounger
Community Contributor

Delta loses shine after warning of falling travel demand, but still industry leader

Update as of 10 April: As written here in February, Delta is the leading carrier among the major US airlines and keeps that pole position even amidst the tariff-induced turmoil. True, the carrier had to jettison its record guidance for 2025 it had issued in January; still, Delta made a gross profit of roughly 1 cent per available seat mile in the traditionally weak winter quarter when other airlines struggle to turn any profit at all (my calculations from an adj.
View narrative
US$49.09
FV
1.0% undervalued intrinsic discount
2.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
about 2 months ago author updated this narrative
DAL logo
Delta Air Lines
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts

International Premium Markets And UPS Agreement Will Secure Future Stability

Key Takeaways Delta Air Lines' focus on premium segments and strategic partnerships is set to drive revenue resilience and improve margins amidst domestic market challenges. Initiatives in capacity management and financial stability aim to optimize profitability and ensure long-term growth despite a challenging demand environment.
View narrative
US$78.58
FV
38.2% undervalued intrinsic discount
3.79%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
14 days ago author updated this narrative
DAL logo
Delta Air Lines
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts

Domestic Cabin Demand And Tariffs Will Pressure Operating Margins

Key Takeaways Economic uncertainties and travel demand decrease could stagnate revenues, especially if corporate budgets shrink during tough conditions. Rising non-fuel costs and potential tariff impacts on aircraft could hurt profitability, limiting Delta's growth if expenses persist outpacing revenue.
View narrative
US$36.00
FV
35.0% overvalued intrinsic discount
-1.28%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
24 minutes ago author updated this narrative
View Delta Air Lines Community

Delta Air Lines, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Delta Air Lines
Historical stock prices
Current Share PriceUS$48.60
52 Week HighUS$69.98
52 Week LowUS$34.74
Beta1.46
1 Month Change15.82%
3 Month Change-18.66%
1 Year Change-2.61%
3 Year Change22.91%
5 Year Change70.71%
Change since IPO113.25%

Recent News & Updates

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

What The Delta Air Lines $1 Billion Share Repurchase Means

May 02

Recent updates

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

What The Delta Air Lines $1 Billion Share Repurchase Means

May 02

Here's Why Delta Air Lines (NYSE:DAL) Has A Meaningful Debt Burden

Apr 23
Here's Why Delta Air Lines (NYSE:DAL) Has A Meaningful Debt Burden

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

Apr 08
author-image

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, Inc. (NYSE:DAL) Might Not Be As Mispriced As It Looks After Plunging 26%

Mar 11
Delta Air Lines, Inc. (NYSE:DAL) Might Not Be As Mispriced As It Looks After Plunging 26%

Delta Air Lines Gains As Competitors Struggle

Feb 14

Is Now The Time To Look At Buying Delta Air Lines, Inc. (NYSE:DAL)?

Feb 07
Is Now The Time To Look At Buying Delta Air Lines, Inc. (NYSE:DAL)?

Delta Air Lines, Inc. (NYSE:DAL) Shares Could Be 24% Below Their Intrinsic Value Estimate

Jan 26
Delta Air Lines, Inc. (NYSE:DAL) Shares Could Be 24% Below Their Intrinsic Value Estimate

Delta Air Lines Stock Flies To New Highs After Earnings

Jan 13

Delta Air Lines Q4 Earnings Preview: Holiday Season And CrowdStrike Lawsuit In Focus

Jan 06

Delta Air Lines: Examining Smart Money's Activities To Assess Potential Earnings Moves

Dec 30

Delta Air Lines: A Top Airline Stock To Buy For 2025

Dec 24

Do Delta Air Lines' (NYSE:DAL) Earnings Warrant Your Attention?

Dec 23
Do Delta Air Lines' (NYSE:DAL) Earnings Warrant Your Attention?

Delta Air Lines (NYSE:DAL) Has A Somewhat Strained Balance Sheet

Nov 29
Delta Air Lines (NYSE:DAL) Has A Somewhat Strained Balance Sheet

Slowing Rates Of Return At Delta Air Lines (NYSE:DAL) Leave Little Room For Excitement

Nov 18
Slowing Rates Of Return At Delta Air Lines (NYSE:DAL) Leave Little Room For Excitement

Delta Air Lines: Continued Tailwind Expected As Shares Fly High, But Key Risks Could Cause Turbulence

Nov 14

Delta Air Lines, Inc.'s (NYSE:DAL) Price Is Right But Growth Is Lacking After Shares Rocket 26%

Nov 07
Delta Air Lines, Inc.'s (NYSE:DAL) Price Is Right But Growth Is Lacking After Shares Rocket 26%

Has Delta Air Lines Lost Its Leadership Role?

Oct 25

Is There An Opportunity With Delta Air Lines, Inc.'s (NYSE:DAL) 46% Undervaluation?

Oct 23
Is There An Opportunity With Delta Air Lines, Inc.'s (NYSE:DAL) 46% Undervaluation?

Delta Earnings Preview: Cheaply Valued Going Into Earnings

Oct 08

Should You Investigate Delta Air Lines, Inc. (NYSE:DAL) At US$47.46?

Oct 04
Should You Investigate Delta Air Lines, Inc. (NYSE:DAL) At US$47.46?

Delta Air Lines (NYSE:DAL) Is Due To Pay A Dividend Of $0.15

Sep 23
Delta Air Lines (NYSE:DAL) Is Due To Pay A Dividend Of $0.15

Delta Air Lines Has Already Taken Off

Sep 20

The Market Doesn't Like What It Sees From Delta Air Lines, Inc.'s (NYSE:DAL) Earnings Yet

Sep 17
The Market Doesn't Like What It Sees From Delta Air Lines, Inc.'s (NYSE:DAL) Earnings Yet

We Ran A Stock Scan For Earnings Growth And Delta Air Lines (NYSE:DAL) Passed With Ease

Sep 06
We Ran A Stock Scan For Earnings Growth And Delta Air Lines (NYSE:DAL) Passed With Ease

Delta Air Lines Will Likely Fly Above The Turbulence

Aug 14

Return Trends At Delta Air Lines (NYSE:DAL) Aren't Appealing

Aug 02
Return Trends At Delta Air Lines (NYSE:DAL) Aren't Appealing

These 4 Measures Indicate That Delta Air Lines (NYSE:DAL) Is Using Debt Extensively

Jul 22
These 4 Measures Indicate That Delta Air Lines (NYSE:DAL) Is Using Debt Extensively

Why Did Delta Air Lines Stock Fall?

Jul 15

Is Delta Air Lines, Inc. (NYSE:DAL) Trading At A 34% Discount?

Jul 11
Is Delta Air Lines, Inc. (NYSE:DAL) Trading At A 34% Discount?

Delta Air Lines: The Ultimate Contrarian Buy

Jul 03

Should You Investigate Delta Air Lines, Inc. (NYSE:DAL) At US$49.38?

Jun 24
Should You Investigate Delta Air Lines, Inc. (NYSE:DAL) At US$49.38?

Delta Air Lines: Upside Potential Still Exists At These Levels

Jun 21

Payday Could Be Here For Delta Air Lines Investors

May 16

Shareholder Returns

DALUS AirlinesUS Market
7D0.7%0.6%-0.3%
1Y-2.6%18.5%11.3%

Return vs Industry: DAL underperformed the US Airlines industry which returned 18.5% over the past year.

Return vs Market: DAL underperformed the US Market which returned 11.3% over the past year.

Price Volatility

Is DAL's price volatile compared to industry and market?
DAL volatility
DAL Average Weekly Movement10.8%
Airlines Industry Average Movement11.2%
Market Average Movement8.0%
10% most volatile stocks in US Market17.2%
10% least volatile stocks in US Market4.2%

Stable Share Price: DAL has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: DAL's weekly volatility (11%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1924103,000Ed Bastianwww.delta.com

Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Detroit, Minneapolis-St.

Delta Air Lines, Inc. Fundamentals Summary

How do Delta Air Lines's earnings and revenue compare to its market cap?
DAL fundamental statistics
Market capUS$32.26b
Earnings (TTM)US$3.66b
Revenue (TTM)US$61.94b
8.7x
P/E Ratio
0.5x
P/S Ratio

Is DAL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
DAL income statement (TTM)
RevenueUS$61.94b
Cost of RevenueUS$48.60b
Gross ProfitUS$13.33b
Other ExpensesUS$9.67b
EarningsUS$3.66b

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)5.61
Gross Margin21.53%
Net Profit Margin5.91%
Debt/Equity Ratio104.7%

How did DAL perform over the long term?

See historical performance and comparison

Dividends

1.2%
Current Dividend Yield
11%
Payout Ratio

Does DAL pay a reliable dividends?

See DAL dividend history and benchmarks
When do you need to buy DAL by to receive an upcoming dividend?
Delta Air Lines dividend dates
Ex Dividend DateMay 13 2025
Dividend Pay DateJun 03 2025
Days until Ex dividend16 days
Days until Dividend pay date5 days

Does DAL pay a reliable dividends?

See DAL dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/28 21:32
End of Day Share Price 2025/05/28 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Delta Air Lines, Inc. is covered by 47 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John StaszakArgus Research Company
Lindsay BettiolAtlantic Equities LLP
Fred LowranceAvondale Partners