DALDelta Air Lines
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Survival is the story here: start there
Quality mixed, hard red flags, price roughly fair, growth steady, the market undecided.
Delta Air Lines, Inc., a Delaware corporation, provides scheduled air transportation for passengers and cargo throughout the United States ("U.S.") and around the world. Our Consolidated Financial Statements include the accounts of Delta Air Lines, Inc. and our consolidated subsidiaries and have been prepared in accordance with generally accepted accounting principles in the U.S. ("GAAP"). We are not the primary beneficiary of, nor do we have a controlling financial interest in, any variable interest entity.
In the company’s own words · 10-K filed Feb 11, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Delta Air Lines (DAL) reported revenue of $19.8B in Q2 2026 (quarter ended Jun 30, 2026), up 19% from the same quarter a year earlier. That came with net income of $1.60B (8.1% of revenue). For the full year FY2025, revenue was $63.4B (+2.8% year on year) and net income $5.00B. Its largest product in Q2 2026 was Passenger Air Traffic at $13.8B, 71% of the disclosed total, well ahead of Product And Service Other Refinery at 11%. The next results filing is expected around Jan 12, 2027, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Jun 12, 2026On June 11, 2026, Delta Air Lines, Inc. (“Delta,” “we,” “us” or “our”) entered into a credit agreement among Delta, JPMorgan Chase Bank, N.A., as administrative agent, and the lenders party thereto (the “Credit Facility”)Material agreement entered · Form 8-K
- Feb 13, 2026Delta Air Lines, Inc. (“Delta”) has announced that William C. Carroll, who has served as Delta’s principal accounting officer, will retire effective March 31, 2026.Director or officer change · Form 8-K
- Jan 27, 2026On January 27, 2026, Delta Air Lines, Inc. (“Delta”) entered into a definitive agreement with Airbus S.A.S. to purchase 16 Airbus A330-900 aircraft and 15 Airbus A350-900 aircraft, with an option to purchase up to an additional 20 widebody aircraft.Material agreement entered · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $19.46BThe company’s own SEC segment disclosure.
- Passenger Air Traffic$13.77B71%
- Product And Service Other Refinery$2.09B11%
- Product And Service Other Loyalty Program$1.34B7%
- Passenger Loyalty Travel Awards$1.25B6%
- Passenger Travel Related Services$589.0M3%
- Product And Service Other Ancillary Businesses$315.0M2%
- Other (1)$106.0M1%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
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