Price (90d)
$89.35Signal Score (90d)
48Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $63.36B | $5.00B | $7.72 |
| 2024 | $61.64B | $3.46B | $5.39 |
| 2023 | $58.05B | $4.61B | $7.21 |
| 2022 | $50.58B | $1.32B | $2.07 |
| 2021 | $29.90B | $280.00M | $0.44 |
Social Signal Score
Earnings
Thu, Oct 8(in 8 weeks)
Consensus estimate $2.19 per share
Typical surprise +6.3% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Jul 9$1.56 vs $1.49beat
- Wed, Apr 8$0.64 vs $0.58beat
- Tue, Jan 13$1.55 vs $1.53beat
- Thu, Oct 9$1.71 vs $1.57beat
- Thu, Jul 10$2.10 vs $2.06beat
- Wed, Apr 9$0.46 vs $0.38beat
Estimates and results for DAL via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from DAL's reported EPS growth of 104.7% a year over 4 years. Historical EPS growth of 105% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $28.68
- Implied price
- $258.10
- Return from $89.35
- 23.6% a year
To earn 15.0% a year on these assumptions you'd need to buy at $128.32 — today's price is already 30.4% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 5 | 7 | 9 | 11 | 13 |
|---|---|---|---|---|---|
| 20.0% | 1.5% | 8.5% | 14.1% | 18.8% | 22.8% |
| 25.0% | 5.7% | 13.1% | 18.9% | 23.7% | 28.0% |
| 30.0% | 9.9% | 17.6% | 23.6% | 28.7% | 33.1% |
| 35.0% | 14.1% | 22.1% | 28.4% | 33.6% | 38.2% |
| 40.0% | 18.4% | 26.6% | 33.1% | 38.6% | 43.3% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (9)
- News (RSS)economictimes·9h ago·Neutral
…-largest holding, following Apple and American Express. The firm also diminished its cash reserves and ceased a prolonged selling trend. Additionally, investments in Delta Air Lines and Macy's saw increases, while Constellation Brands was removed from the portfolio, as outlined in a recent regulatory filing.
View source ↗ - News (RSS)zerohedge·16h ago·Positive
…h $580K as of June 30 Raises: Alphabet (GOOGL) 48.1MM shares added, or $21.1BN, to $37.8BN as of June 30, making it Berkshire's 3rd largest holding, Delta Air Lines (DAL), 17.5MM shares added, or $2.7BN, to $5.4BN Lennar (LEN), 3.1MM shares added, to $315.9MM, to $1.2BN New York Times (NYT), 553K shares added, or $$169.5MM, to $1.1BN Macy's (M), 4.3MM shares added, or $118MMM, to $173.0MM Cuts: Bank of America (BAC), 30.2MM shares sold bringing total down to 483.4MM shares worth $27.5BN as of Ju…
View source ↗ - News (RSS)marketwatch·17h ago·Positive
Berkshire Hathaway doubles down on the U.S. housing market with a fresh bet on this stock Berkshire Hathaway has upped its bet on the U.S. housing market, and also boosted its stakes in Alphabet and Delta Air Lines.
View source ↗ - Newszacks.com·20h ago·Negative
Delta Air Lines (DAL) Dips More Than Broader Market: What You Should Know Delta Air Lines (DAL) reached $89.2 at the closing of the latest trading day, reflecting a -2.31% change compared to its last close.
View source ↗ - News (RSS)thestreet·1d ago·Positive
Delta Air Lines has a reliability problem that may get worse If you fly regularly, you understand that delays happen, and as a frequent flyer myself, I'll say that they're forgivable, as long as the airline gets me to my intended destination eventually. Airlines, however, have been bragging about their ability to get you there on time. Cirium has published ...
View source ↗ - Newszacks.com·2d ago·Neutral
Delta Expands Seattle-Tokyo Network With New Narita Service DAL's Seattle-Tokyo Narita service expands U.S.-Japan connectivity, adds capacity and supports passenger and cargo growth.
View source ↗ - Newsbarrons.com·3d ago·Neutral
Why Delta and United's Loyalty Programs Could Be Worth $30 Billion The sale sheds additional light on the value of Delta and United's own loyalty programs.
View source ↗ - News (Marketaux)insurancejournal.com·3d ago·Neutral
Delta Probing Unauthorized Wi-Fi on Flight After Hacker Event Delta Air Lines</e[+166 characters]
View source ↗ - Newsfool.com·7d ago·Neutral
Airline Insider Hits Eject, Sells 40,460 Shares Valued at $3.8 Million Insider liquidated 28% of equity holdings following option exercise at $51.23 strike, capturing gains as stock surged 76% over one year.
View source ↗