Delta Air Lines, Inc. (DAL)

US — Industrials Sector
Peers: UAL  FER  HEI  ROK  AME  OTIS  PAYX  GWW  XYL 

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Key Metrics & Ratings

  • symbol DAL
  • Rev/Share 97.6333
  • Book/Share 31.9769
  • PB 2.2025
  • Debt/Equity 1.0159
  • CurrentRatio 0.3964
  • ROIC 0.0831

 

  • MktCap 45988167750.0
  • FreeCF/Share 5.9183
  • PFCF 11.973
  • PE 9.1309
  • Debt/Assets 0.2597
  • DivYield 0.0096
  • ROE 0.2763

 

  • Rating A-
  • Score 4
  • Recommendation Buy
  • P/E Score 4
  • DCF Score 3
  • P/B Score 3
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Initiation DAL Wells Fargo -- Overweight -- $87 Dec. 18, 2025
Resumed DAL UBS -- Buy -- $90 Dec. 12, 2025
Initiation DAL BMO Capital Markets -- Outperform -- $80 Dec. 9, 2025
Reiterated DAL TD Cowen -- Buy $72 $77 Dec. 4, 2025
Upgrade DAL Jefferies Hold Buy -- $70 Oct. 1, 2025
Reiterated DAL TD Cowen -- Buy $55 $66 July 14, 2025
Upgrade DAL UBS Neutral Buy -- $66 May 19, 2025
Reiterated DAL TD Cowen -- Buy $45 $50 April 10, 2025
Downgrade DAL UBS Buy Neutral -- $42 April 7, 2025
Downgrade DAL Jefferies Buy Hold -- $46 April 1, 2025

News

Does Delta Air Lines' Q4 Earnings Beat Justify a Buy Decision Today?
DAL
Published: January 19, 2026 by: Zacks Investment Research
Sentiment: Positive

DAL beats Q4 earnings and revenue estimates, driven by international demand and premium sales, but rising labor costs and valuation risks temper buy appeal.

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image for news Does Delta Air Lines' Q4 Earnings Beat Justify a Buy Decision Today?
Why Delta Air Lines (DAL) is a Top Momentum Stock for the Long-Term
DAL
Published: January 16, 2026 by: Zacks Investment Research
Sentiment: Positive

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

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image for news Why Delta Air Lines (DAL) is a Top Momentum Stock for the Long-Term
Delta Hit Turbulence in Q4—Now Comes the Opportunity
DAL
Published: January 14, 2026 by: MarketBeat
Sentiment: Positive

Delta Air Lines' NYSE: DAL stock price tumbled following its Q4 fiscal year 2025 earnings release, creating a buying opportunity. The tumble is a buying opportunity because the tepid guidance, viewed as cautious by analysts, calls for sustained growth, acceleration, and margin strength, underpinning a robust capital return.

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image for news Delta Hit Turbulence in Q4—Now Comes the Opportunity
Airlines to save big money on fuel as new weight-loss pills gain popularity, Wall Street says
AAL, DAL, JBLU, LUV, UAL
Published: January 14, 2026 by: CNBC
Sentiment: Positive

Jefferies argued that a 10% reduction in average passenger weight could translate into roughly 2% total aircraft weight savings.

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image for news Airlines to save big money on fuel as new weight-loss pills gain popularity, Wall Street says
Why Delta Air Lines (DAL) is a Top Value Stock for the Long-Term
DAL
Published: January 14, 2026 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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image for news Why Delta Air Lines (DAL) is a Top Value Stock for the Long-Term
Delta CEO Says There's Record Demand for Premium Travel
DAL
Published: January 14, 2026 by: Bloomberg Markets and Finance
Sentiment: Positive

Delta CEO Ed Bastian say the airline is seeing double-digit growth in business travel and they are focused on growing internationally. He speaks to Lisa Abramowicz on "Bloomberg Surveillance.

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image for news Delta CEO Says There's Record Demand for Premium Travel
From Turbulence To Takeoff: Why Delta Could Become A Solid Dividend Grower
DAL
Published: January 14, 2026 by: Seeking Alpha
Sentiment: Positive

Delta Air Lines, Inc. remains a Buy, driven by robust free cash flow, a well-covered dividend, and improving fundamentals. DAL trades at an attractive forward P/E of 9.81x, with management targeting 2026 EPS growth of 20% and free cash flow of $3–4 billion. Strategic initiatives—AI integration, new partnerships, and fleet expansion—position DAL for solid dividend growth and long-term price appreciation.

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image for news From Turbulence To Takeoff: Why Delta Could Become A Solid Dividend Grower
Delta Air Lines: $7 EPS Ceiling
DAL
Published: January 13, 2026 by: Seeking Alpha
Sentiment: Neutral

Delta Air Lines, Inc. reported solid Q4 results, guiding for 20% EPS growth in 2026, but remains challenged to break past a $7 EPS ceiling. DAL is in a strong financial position with robust free cash flow and a strengthened balance sheet with $35B in unencumbered assets. Despite record revenues and double-digit ROIC, persistent cost pressures and labor expenses hinder the airline from pushing EPS above the constant $7 target.

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image for news Delta Air Lines: $7 EPS Ceiling
Delta Beats Q4 Earnings & Sales Estimates, Inks Deal on Fleet-Upgrade
DAL
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Positive

DAL tops Q4 estimates despite high labor costs and unveils major 787-10 fleet upgrade to boost global expansion.

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image for news Delta Beats Q4 Earnings & Sales Estimates, Inks Deal on Fleet-Upgrade
Delta Air Lines, Inc. (DAL) Q4 2025 Earnings Call Transcript
DAL
Published: January 13, 2026 by: Seeking Alpha
Sentiment: Neutral

Delta Air Lines, Inc. (DAL) Q4 2025 Earnings Call Transcript

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image for news Delta Air Lines, Inc. (DAL) Q4 2025 Earnings Call Transcript
Delta reports mixed Q4 earnings, revenue miss weighs on shares
DAL
Published: January 13, 2026 by: Proactive Investors
Sentiment: Negative

Delta Air Lines Inc (NYSE:DAL) stock fell almost 3% as the airline reported mixed earnings for the fourth quarter, driven in part by a government shutdown, which impacted travel by 2 points. For the December quarter, earnings per share (EPS) came in at $1.55, slightly above the Wall Street consensus of $1.53.

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image for news Delta reports mixed Q4 earnings, revenue miss weighs on shares
Delta Expects Premium Fliers to Pad Its Profit This Year
DAL
Published: January 13, 2026 by: WSJ
Sentiment: Positive

Delta Air Lines expects high-earning fliers who shell out for premium amenities to boost its profit this year.

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image for news Delta Expects Premium Fliers to Pad Its Profit This Year
CPI Remains +2.7%, Q4 Earnings Begin with JPM, DAL
DAL, JPM
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Neutral

While inflation is still present in the U.S. market, we've moderated notably from where it looked like we were headed.

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image for news CPI Remains +2.7%, Q4 Earnings Begin with JPM, DAL
Delta Air Lines Stock Slips Despite Earnings Beat
DAL
Published: January 13, 2026 by: Schaeffers Research
Sentiment: Neutral

Delta Air Lines Inc (NYSE:DAL) shares are down 2% to trade at $69.55, at last check.

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image for news Delta Air Lines Stock Slips Despite Earnings Beat
Investors Didn't Love Delta's Outlook—And Several Airline Stocks Are Slipping
DAL
Published: January 13, 2026 by: Investopedia
Sentiment: Neutral

Delta Air Lines (DAL) isn't living up to its "Keep Climbing" motto—in the eyes of investors, at least.

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image for news Investors Didn't Love Delta's Outlook—And Several Airline Stocks Are Slipping
Here's What Key Metrics Tell Us About Delta (DAL) Q4 Earnings
DAL
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Neutral

While the top- and bottom-line numbers for Delta (DAL) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

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image for news Here's What Key Metrics Tell Us About Delta (DAL) Q4 Earnings
Will Delta (DAL) Beat Estimates Again in Its Next Earnings Report?
DAL
Published: January 12, 2026 by: Zacks Investment Research
Sentiment: Positive

Delta (DAL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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image for news Will Delta (DAL) Beat Estimates Again in Its Next Earnings Report?
Delta, United, Other Airline Stocks Fall on Trump's Credit-Card Plan. Why It's Overdone.
AAL, DAL, JBLU, LUV, UAL
Published: January 12, 2026 by: Barrons
Sentiment: Negative

Airlines make billions of dollars in revenue each year from co-branded credit cards.

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image for news Delta, United, Other Airline Stocks Fall on Trump's Credit-Card Plan. Why It's Overdone.
Wall Street Roundup: Is Everything Priced In But Normalcy?
BAC, C, CAT, DAL, GS, HAL, IIPR, JBHT, META, MU, OKLO, RBLX, SNDK, VST, WFC
Published: January 09, 2026 by: Seeking Alpha
Sentiment: Neutral

AI-driven demand is fueling outsized gains in memory, storage, and power infrastructure stocks, with SNDK up 71% in a month and MU up 230% in 2025. Geopolitical events, notably US action in Venezuela, boosted oil and defense stocks, but pressured Canadian oil sands due to heavy crude competition.

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image for news Wall Street Roundup: Is Everything Priced In But Normalcy?
Final Trades: SLB, Delta Air Lines, Horizon Kinetics and the GLD
DAL, GLD, SLB, HKHC
Published: January 09, 2026 by: CNBC Television
Sentiment: Neutral

CNBC's “Halftime Report” Investment Committee discuss their top stocks to watch for the second half of the day's trading session.

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image for news Final Trades: SLB, Delta Air Lines, Horizon Kinetics and the GLD
Delta Air Lines Expands Beyond Flight With Sphere Partnership
DAL
Published: January 08, 2026 by: Zacks Investment Research
Sentiment: Positive

DAL partners with Sphere to include the SKY360 degree Club, expanding SkyMiles perks and positioning the airline as an experience-driven lifestyle brand.

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image for news Delta Air Lines Expands Beyond Flight With Sphere Partnership
Gear Up for Delta (DAL) Q4 Earnings: Wall Street Estimates for Key Metrics
DAL
Published: January 08, 2026 by: Zacks Investment Research
Sentiment: Neutral

Get a deeper insight into the potential performance of Delta (DAL) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

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image for news Gear Up for Delta (DAL) Q4 Earnings: Wall Street Estimates for Key Metrics
Earnings Preview: Delta Air Lines (DAL) Q4 Earnings Expected to Decline
DAL
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Negative

Delta (DAL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Earnings Preview: Delta Air Lines (DAL) Q4 Earnings Expected to Decline
Delta Air Lines to Report Q4 Earnings: What's in the Offing?
DAL
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Neutral

DAL faces earnings pressure as high labor costs and a government shutdown likely weigh on Q4 results, despite solid holiday travel demand.

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image for news Delta Air Lines to Report Q4 Earnings: What's in the Offing?
Delta Air Lines Boosts Caribbean Capacity After Airspace Reopens
DAL
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Positive

DAL adds more than 2,600 seats and extends travel waivers as it ramps up Caribbean flights after the FAA lifts airspace curbs.

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image for news Delta Air Lines Boosts Caribbean Capacity After Airspace Reopens
DAL Stock: What's Happening With Delta Airlines?
DAL
Published: January 06, 2026 by: Forbes
Sentiment: Positive

Delta's stock has risen 44% over six months, reaching a 52-week peak of $72.85. This momentum is attributed to positive predictions regarding decreasing fuel expenses, upgrades from analysts, and strategic initiatives such as the Sphere partnership.

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image for news DAL Stock: What's Happening With Delta Airlines?
Looking Ahead to a New "Jobs Week"
ADP, AMZN, C, DAL, JPM, NSRGY
Published: January 05, 2026 by: Zacks Investment Research
Sentiment: Neutral

"Jobs Week" starts Wednesday with ADP private-sector payrolls and JOLTS numbers, and ends Friday with the full BLS report.

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image for news Looking Ahead to a New "Jobs Week"
Airline Stocks Overcame a Turbulent Year. Why They Can Fly Higher in 2026.
AAL, DAL, JBLU, LUV, UAL
Published: January 01, 2026 by: Barrons
Sentiment: Positive

It was looking like a lost year for the airline industry for much of 2025 but the sector's resilience bodes well for 2026.

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image for news Airline Stocks Overcame a Turbulent Year. Why They Can Fly Higher in 2026.
Which Airline Stock To Buy: Delta Or Southwest?
DAL, LUV
Published: December 29, 2025 by: Forbes
Sentiment: Neutral

Southwest Airlines experienced a remarkable increase of 21% over the past month. You might feel inclined to purchase more shares or consider reducing your investment.

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image for news Which Airline Stock To Buy: Delta Or Southwest?
Delta President to Retire After 20 Years. How He Transformed the Airline—and the Stock.
DAL
Published: December 18, 2025 by: Barrons
Sentiment: Neutral

Delta president Glen Hauenstein will retire in February after more than 20 years of service, Delta announced Thursday. He will stay on as a strategic advisor until the end of 2026.

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image for news Delta President to Retire After 20 Years. How He Transformed the Airline—and the Stock.

About Delta Air Lines, Inc. (DAL)

  • IPO Date 2007-05-03
  • Website https://www.delta.com
  • Industry Airlines, Airports & Air Services
  • CEO Edward H. Bastian
  • Employees 100000

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, Minneapolis-St. Paul, Detroit, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Mexico City, London-Heathrow, Paris-Charles de Gaulle, and Seoul-Incheon. The company sells its tickets through various distribution channels, including delta.com and the Fly Delta app, reservations, online travel agencies, traditional brick and mortar, and other agencies. It also provides aircraft maintenance and engineering support, repair, and overhaul services; and vacation packages to third-party consumers, as well as aircraft charters, and management and programs. The company operates through a fleet of approximately 1,200 aircrafts. Delta Air Lines, Inc. was founded in 1924 and is based in Atlanta, Georgia.