Delta Air Lines, Inc.

NYSE:DAL Stock Report

Market Cap: US$41.5b

Delta Air Lines Management

Management criteria checks 3/4

Delta Air Lines' CEO is Ed Bastian, appointed in May 2016, has a tenure of 9.83 years. total yearly compensation is $27.12M, comprised of 3.7% salary and 96.3% bonuses, including company stock and options. directly owns 0.21% of the company’s shares, worth $87.03M. The average tenure of the management team and the board of directors is 4.9 years and 6.7 years respectively.

Key information

Ed Bastian

Chief executive officer

US$27.1m

Total compensation

CEO salary percentage3.66%
CEO tenure9.8yrs
CEO ownership0.2%
Management average tenure4.9yrs
Board average tenure6.7yrs

Recent management updates

Recent updates

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.

Delta Air Lines: Deleveraging, Margin Discipline, And Valuation Upside

Feb 19

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

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

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

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

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

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

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

CEO Compensation Analysis

How has Ed Bastian's remuneration changed compared to Delta Air Lines's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025n/an/a

US$5b

Sep 30 2025n/an/a

US$5b

Jun 30 2025n/an/a

US$4b

Mar 31 2025n/an/a

US$4b

Dec 31 2024US$27mUS$991k

US$3b

Sep 30 2024n/an/a

US$5b

Jun 30 2024n/an/a

US$4b

Mar 31 2024n/an/a

US$5b

Dec 31 2023US$34mUS$950k

US$5b

Sep 30 2023n/an/a

US$3b

Jun 30 2023n/an/a

US$3b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$10mUS$950k

US$1b

Sep 30 2022n/an/a

US$81m

Jun 30 2022n/an/a

US$600m

Mar 31 2022n/an/a

US$517m

Dec 31 2021US$12mUS$950k

US$280m

Sep 30 2021n/an/a

-US$67m

Jun 30 2021n/an/a

-US$7b

Mar 31 2021n/an/a

-US$13b

Dec 31 2020US$13mUS$238k

-US$12b

Sep 30 2020n/an/a

-US$11b

Jun 30 2020n/an/a

-US$4b

Mar 31 2020n/an/a

US$4b

Dec 31 2019US$17mUS$946k

US$5b

Compensation vs Market: Ed's total compensation ($USD27.12M) is above average for companies of similar size in the US market ($USD13.43M).

Compensation vs Earnings: Ed's compensation has been consistent with company performance over the past year.


CEO

Ed Bastian (67 yo)

9.8yrs
Tenure
US$27,117,069
Compensation

Mr. Edward H. Bastian, also known as Ed, has been the Chief Executive Officer of Delta Air Lines, Inc. since May 2, 2016. He served as President of Delta Air Lines, Inc. from September 01, 2007 to May 2, 2...


Leadership Team

NamePositionTenureCompensationOwnership
Edward Bastian
CEO & Director9.8yrsUS$27.12m0.21%
$ 87.0m
Daniel Janki
Executive VP & CFO4.7yrsUS$8.00m0.058%
$ 24.0m
Glen Hauenstein
Strategic Advisorless than a yearUS$12.46m0.043%
$ 17.9m
Peter Carter
Executive VP & Chief External Affairs Officer3.3yrsUS$8.96m0.065%
$ 26.9m
Alain Bellemare
Executive VP5.2yrsUS$6.65m0.021%
$ 8.8m
John Laughter
Executive VP2.4yrsno data0.018%
$ 7.4m
William Carroll
Senior VP6.8yrsUS$2.48m0.0011%
$ 460.2k
Rahul Samant
Executive VP & Chief Information Officer10.1yrsUS$3.79m0.0032%
$ 1.3m
Julie Stewart
Vice President of Investor Relations & Corporate Developmentno datano datano data
Brad Sheehan
Senior VP of Corporate Safetyless than a yearno datano data
Tim Mapes
Senior VP & Chief Communications Officer6.8yrsno datano data
Steven Sear
Executive VP of Global Sales & Distributionno datano data0.016%
$ 6.7m
4.9yrs
Average Tenure
60.5yo
Average Age

Experienced Management: DAL's management team is considered experienced (4.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Edward Bastian
CEO & Director16.1yrsUS$27.12m0.21%
$ 87.0m
Alain Bellemare
Executive VPless than a yearUS$6.65m0.021%
$ 8.8m
David DeWalt
Independent Director14.3yrsUS$363.30k0.013%
$ 5.3m
Vasant Prabhu
Independent Director2.9yrsUS$317.38k0.0020%
$ 812.7k
Michael Huerta
Independent Director7.9yrsUS$343.04k0.0051%
$ 2.1m
Sergio Rial
Independent Director11.3yrsUS$340.14k0.0056%
$ 2.3m
Greg Creed
Independent Director3.9yrsUS$325.09k0.0054%
$ 2.2m
David Taylor
Independent Non-Executive Chairman6.6yrsUS$533.04k0.019%
$ 7.8m
Kathy Waller
Independent Director10.7yrsUS$342.87k0.0071%
$ 2.9m
Leslie Hale
Independent Director3.9yrsUS$342.57k0.0029%
$ 1.2m
Maria Black
Independent Director1.9yrsUS$265.01k0.0013%
$ 530.7k
Christopher Hazleton
Director6.8yrsno data0.000050%
$ 20.7k
6.7yrs
Average Tenure
65yo
Average Age

Experienced Board: DAL's board of directors are considered experienced (6.7 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/05 11:28
End of Day Share Price 2026/03/05 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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

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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 42 analysts. 21 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
Brandon OglenskiBarclays
Garrett ChaseBarclays