Delta Air Lines Inc NYSE:DAL Price, Chart, News & Insight

Delta Air Lines, Inc. announced that it has entered into a definitive agreement with Airbus S.A.S. to purchase 31 widebody aircraft, consisting of 16 Airbus A330-900s and 15 Airbus A350-900s, with options for up to 20 additional aircraft.

The order, disclosed in a Form 8-K filing dated January 27, 2026, is scheduled for delivery beginning in 2029 and falls within Delta’s previously announced capital expenditure and capacity plans. The A330-900 aircraft will be powered by Rolls-Royce Trent 7000 engines, while the A350-900 aircraft will use Rolls-Royce Trent XWB-84 EP engines. Delta said it has secured long-term financing for a substantial portion of the purchase price.

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European Investor 01-28-26

Delta Air Lines has placed its first direct order with Boeing for up to 60 787 Dreamliners, including 30 firm orders for the 787-10 with options for 30 more. The ultra-efficient widebody jets will support Delta’s long-haul international expansion, particularly on transatlantic and South American routes, while replacing older, less fuel-efficient aircraft. The deal brings Delta’s total Boeing order book to 130 aircraft, reinforcing its fleet modernization and sustainability goals.

Source: PR Newswire, January 13, 2026

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The Investor 01-13-26

Delta Air Lines reported strong December-quarter and full-year 2025 results, underscoring its industry leadership and resilient financial performance.

Delta posted record revenue for both the December quarter and full year, generating $5 billion in pre-tax profit and a double-digit return on invested capital. Full-year GAAP earnings per share reached $7.66, supported by operating revenue of $63.4 billion and free cash flow of $4.6 billion on an adjusted basis. The airline ended 2025 with solid cash generation, reduced leverage, and a return on invested capital of 12%.

Looking ahead, Delta expects momentum to continue in 2026, forecasting earnings growth of around 20% year over year. For the March quarter, the company projects revenue growth of 5–7% compared with the prior year, driven by sustained consumer and corporate travel demand.

Source: Delta Air Lines earnings release, January 13, 2026

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The Investor 01-13-26

Delta Air Lines Posts Record September Quarter Revenue, Raises Full-Year Outlook

Delta Air Lines reported record September quarter revenue of 15.2 billion dollars, up 4.1 percent year-on-year, supported by strong premium, corporate, and loyalty performance. Adjusted earnings per share reached 1.71 dollars, while operating income totaled 1.7 billion with an 11.2 percent margin. The company expects December quarter earnings of 1.60 to 1.90 dollars per share and a full-year EPS of about 6 dollars, near the top of guidance. Delta projects free cash flow of 3.5 to 4 billion dollars for 2025, with gross leverage at 2.4 times. CEO Ed Bastian said Delta enters the final quarter of its centennial year with strong momentum and a solid outlook for 2026.

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The Investor 10-09-25

Delta Air Lines Raises $2 Billion in Unsecured Notes Offering

Delta Air Lines has completed a public offering of $2 billion in unsecured notes, consisting of $1 billion of 4.950% Notes due 2028 and $1 billion of 5.250% Notes due 2030. The offering, finalized on June 5, 2025, was conducted under Delta’s automatic shelf registration and structured through an indenture agreement with U.S. Bank Trust Company.

The notes, which are direct and unsubordinated obligations of Delta, will pay interest semi-annually starting January 10, 2026. The 2028 Notes mature on July 10, 2028, and the 2030 Notes mature on July 10, 2030. Delta retains the option to redeem the notes early, subject to conditions outlined in the indenture.

A portion of the proceeds will be used to repay $1.65 billion in Payroll Support Program loans, with the remainder allocated to general corporate purposes. The notes include standard covenants and change-of-control provisions that may trigger repurchase requirements.

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ME NEWS 06-11-25

Delta and Korean Air to Acquire 25% Stake in WestJet, Deepening Strategic Alliances

Delta Air Lines and Korean Air have announced a combined investment of $550 million to acquire a 25% equity stake in Canadian airline WestJet from Onex Partners and its affiliates. Delta will invest $330 million for a 15% stake, while Korean Air will acquire a 10% stake for $220 million. Delta also intends to transfer a 2.3% stake to Air France-KLM for $50 million, pending approval.

This investment aims to enhance airline collaboration and customer benefits, expanding connectivity between Canada, the U.S., Europe, and Asia. WestJet will remain under Onex Group control.
Delta and WestJet have been partners since 2011, while Korean Air and WestJet have worked together since 2012. These new equity ties are expected to deliver a more seamless global travel experience. The transaction is subject to regulatory approvals.

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The Investor 05-10-25

Delta Air Lines, Inc. - Amendment to Previous Reports

Board Appointments: Christophe Beck and Judith McKenna were elected to Delta's Board of Directors, as previously reported in December 2024 and January 2025.

Committee Assignments: As of April 23, 2025, both Mr. Beck and Ms. McKenna have been appointed to the following Board committees:

Audit Committee

Safety & Security Committee

This amendment provides the committee assignments for the new directors.

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ME NEWS 04-28-25

Delta Air Lines (NYSE: DAL) will hold a live conference call and webcast to discuss its March quarter 2025 financial results at 10 a.m. ET, Wednesday, April 9, 2025.

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WS Investor 03-30-25

Delta Air Lines Updates Q1 2025 Guidance Amid Economic Uncertainty
Atlanta, GA – March 10, 2025 – Delta Air Lines, Inc. (NYSE: DAL) has revised its first-quarter 2025 financial outlook, citing a softening in domestic demand due to macroeconomic uncertainty. The company will present further details at the J.P. Morgan Industrials Conference on March 11, 2025, at 7:30 a.m. ET.

Updated Q1 2025 Financial Guidance:
Metric Revised Forecast Previous Guidance (Jan. 10, 2025)
Total Revenue Growth YoY 3% - 4% 7% - 9%
Operating Margin 4% - 5% 6% - 8%
Earnings Per Share (EPS) $0.30 - $0.50 $0.70 - $1.00
Despite weaker domestic demand, premium, international, and loyalty revenue trends remain stable, reflecting the resilience of Delta’s diversified revenue base.

Key Drivers Behind the Revision:
Macroeconomic Uncertainty: A decline in consumer and corporate confidence has led to softened domestic demand.
Strong Performance in Premium and International Segments: Premium and international markets continue to meet expectations.
Loyalty Revenue Growth: Delta's SkyMiles program and credit card partnerships remain key revenue drivers.
Financial Adjustments & Non-GAAP Measures
Delta has provided reconciliations for non-GAAP financial measures, adjusting for third-party refinery sales and mark-to-market (MTM) investment adjustments.

Metric Projected Q1 2025 (GAAP) Adjusted (Non-GAAP)
Total Revenue (in billions) $13.9 - $14.1 $12.9 - $13.1 (Excluding third-party refinery sales)
Operating Margin 3% - 4% 4% - 5% (Excluding refinery impact)
Earnings Per Share (EPS) $0.40 - $0.60 $0.30 - $0.50 (Excluding MTM investment adjustments)
Upcoming Presentation & Additional Information
Delta executives will discuss these updates at the J.P. Morgan Industrials Conference on March 11, 2025, and will provide further details on strategic initiatives and market trends.

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ME NEWS 03-11-25

Delta Air Lines, Inc. filed an SEC Form 8-K on January 15, 2025, announcing the election of Judith McKenna to its Board of Directors, effective February 7, 2025. Ms. McKenna will receive compensation for her role on the same terms as other non-employee directors, as outlined in Delta’s proxy statement for its 2024 Annual Meeting of Shareholders. Her committee assignments will be determined at a later date.

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The Investor 01-16-25

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