Delta Air Lines Inc (DAL)

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. Paul, 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, Bogota, Lima, Mexico City, London-Heathrow, Paris-Charles de Gaulle, Santiago (Chile), Sao Paulo, Seoul-Incheon, and Tokyo. It also provides aircraft maintenance and engineering support, repair, and overhaul services; and vacation packages. The company operates through a fleet of approximately 1,314 aircraft. Delta Air Lines, Inc. was founded in 1924 and is headquartered in Atlanta, Georgia.

• 年次報告書（10-K）

  事業内容、財務実績、リスクをまとめた年次の概要。

  提出日: 2026-02-11

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• 四半期報告書（10-Q）

  直近3か月間の業績に関する最新情報。

  提出日: 2026-07-10

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• 臨時報告書（8-K）

  経営陣の交代や重要な発表など、大きな出来事に関するお知らせ。

  提出日: 2026-07-10

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• 3d agoNEGATIVE
  Delta apre lunedì con due shock: gli investitori guardano il problema sbagliato

  Delta Air Lines faces dual challenges as a flight diversion due to a mechanical issue draws public attention, while a surge in Brent crude oil prices above $106 per barrel threatens airline profitability. The diversion of flight DL251 from Barcelona to Boston to Porto, Portugal, due to smoke in the cabin, resulted in minor passenger injuries. While the mechanical issue is concerning, the more significant financial threat for investors lies in the rising oil costs, a major operating expense for airlines. This could put renewed pressure on Delta's earnings, potentially impacting its stock performance.

• 8/17/2026POSITIVE
  Berkshire Hathaway incrementa le quote in Delta Air Lines e Alphabet

  Berkshire Hathaway has increased its stake in Delta Air Lines, utilizing its substantial cash reserves. This move signals strong confidence from one of the world's most respected investors in the airline's future prospects and operational resilience. The investment, detailed in regulatory filings, suggests Berkshire Hathaway sees significant value and growth potential in Delta, potentially driven by recovering travel demand and strategic operational improvements. Investors often view such actions by major investment firms as a positive endorsement, potentially leading to increased market interest and upward pressure on the stock price.

• 7/13/2026NEUTRAL
  Delta CEO Says Oil Prices Will Stay 'Sticky for Longer'

  Delta Air Lines CEO Ed Bastian anticipates oil prices will remain 'sticky for longer,' a factor that typically pressures airline margins. However, Bastian expressed confidence that Delta will 'do just fine,' citing robust demand for premium and international travel. This outlook suggests the airline is well-positioned to absorb potential cost increases, with strong revenue streams expected to offset higher fuel expenses. Investors will monitor Delta's ability to maintain profitability amidst these evolving market conditions.

• 7/13/2026POSITIVE
  Delta Will Do Just Fine With High Fuel Prices, CEO Says

  Delta Air Lines CEO Ed Bastian stated that the airline is resilient to elevated fuel prices, citing robust demand across premium, corporate, and international travel segments. He highlighted a consumer trend towards upgrading seats, indicating a willingness to pay for enhanced travel experiences. This suggests strong pricing power and operational efficiency, allowing Delta to navigate cost pressures effectively. For investors, this points to sustained revenue growth and profitability, potentially outperforming competitors facing similar challenges.

• 7/10/2026POSITIVE
  Delta Travel Demand Withstands Fuel Costs

  Delta Air Lines Inc. reported earnings that surpassed analyst expectations and reaffirmed its full-year profit guidance, indicating robust travel demand that is resilient to elevated fuel costs. This performance suggests strong operational execution and pricing power within the airline industry. Senior Equity Research Analyst Sheila Kahyaoglu from Jefferies highlighted the positive outlook for the sector, implying that the industry's ability to absorb higher expenses while maintaining demand is a key factor for investors to consider. The news suggests a favorable environment for airline stocks.

• 7/10/2026NEGATIVE
  Delta absorbs highest fuel costs in its history, but also books record revenue

  Delta Air Lines reported a profit decline due to absorbing record-high quarterly fuel costs. Despite this, the company also achieved record revenue, indicating strong operational performance and demand. However, the significant increase in fuel expenses, a major cost driver for airlines, directly impacted profitability. Investors will be watching Delta's ability to manage these elevated fuel prices and pass on costs to consumers without significantly dampening demand for air travel.