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TickerTalks›$DAL
DADAL

Delta Air Lines, Inc.

Buzzing onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$DAL·$55B·Airlines, Airports & Air Services·Industrials
$82.18-1.0%YTD+18.8%1Y+46.5%
Price updated 3m ago·X counts updated 4d ago
DADAL
$DALDelta Air Lines, Inc.
$82.18-0.95%508 posts3×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DAL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

508X posts · last 7 days
Sep 21Oct 4
Chatter Meter
3×
QuietNormal · 1×Loud

How loud $DAL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 98% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-14

Delta got a fresh $5.4B Buffett add — traders point to weekly hammers across airlines (UAL/DAL) and strong end-of-year seasonality, and a reversal-trade setup already printing from the morning stream. A single SpaceX-vs-Viasat FCC filing risk is being flagged as a Delta-WiFi complication, not a fade of the equity.

Read what X is saying about $DAL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DAL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Buffett's fresh $5.4B add plus clean beats put Delta in the industry's winning cohort at 11.6x trailing.

Delta is the operationally-best-run of the US network airlines — premium cabin mix, SkyMiles co-brand monetization, and the Refinery segment on the fuel-cost side. The stock has pulled off a 47% TTM gain and a fresh Buffett add on top of consistent EPS beats.

  • Growth has returned: Q1 2026 revenue of $15.9B at +13% YoY after four weak quarters, with the last four EPS prints beating by +5%, +10%, +1%, +9% — operating leverage is landing on the premium-cabin and SkyMiles mix.
  • 11.6x trailing earnings is reasonable for an airline running at 9% operating margins with ROIC above 8% — 2027 consensus EPS of $8.37 against today's $84 stock means a ~10x forward, which is cheap for the quality cohort of the group.
  • The Buffett add is the headline tell: a $5.4B position from Berkshire plus end-of-year holiday seasonality — the smart-money signal is clear, and Delta's own 2025 guide-raise cadence has been quietly setting up Oct 9 earnings.

Oct 9 Q3 earnings with premium-cabin revenue growth above 8% and a confirmed FY26 EPS of $6.50+ extends the move; a fuel-cost shock or a demand slowdown and the stock gives back the summer gains.

Agrees with X sentimentX cites the Buffett $5.4B add and the weekly hammers across the airline group as the setup — real and backed by the SEC filing and recent price action. The one risk the crowd flagged themselves (SpaceX-vs-Viasat FCC filing on Delta's Starlink refusal) is a sideshow, not a fade.

What to watch: Oct 9 Q3 earnings — premium-cabin revenue growth above 8%, SkyMiles/American Express remuneration above $2B, and any 2027 revenue guide. A fuel-cost shock or a corporate-demand slowdown is the macro risk; a clean beat extends the move toward Street-high targets.

On the calendar: 2026-10-09 — Q3 2026 earnings

Read the AI verdict on $DAL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates one of the largest US airline networks with hubs in Atlanta, New York, and Seattle connecting domestic and 50+ international destinations.

Industry overviewAI analysisGenerated by AI from underlying data

Where Airlines, Airports & Air Services sits in its cycle right now — and what that implies for $DAL.

Airlines, Airports & Air Services · Industrials

No material change from last week — Premium air travel demand remains healthy with Delta's non-main-cabin revenue hitting 61% of total — structural premium-cabin pricing power is intact.

What this means for $DAL

Neutral — Operates one of the largest US airline networks with hubs in Atlanta, New York, and Seattle connecting domestic and 50+ international destinations.

Industry benchmark

11-name peer basket
-1.7%YTD
-16.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
23.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
26.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 9, 2026$1.56$1.49+4.7%
Q1 2026Apr 8, 2026$0.64$0.58+10.3%
Q4 2025Jan 13, 2026$1.55$1.53+1.3%
Q3 2025Oct 9, 2025$1.71$1.57+8.9%
Next earningsFri, Oct 9·consensus EPS $1.81

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$15.9B+12.9%28.6%3.2%$-0.44$1.2B
Q4 FY25$16.0B+2.9%22.4%9.2%$1.88$1.4B
Q3 FY25$16.7B+6.4%23.5%10.1%$2.19$687.0M
Q2 FY25$16.6B-0.1%30.3%12.6%$3.29$648.0M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$66.6B$66.1B – $66.9B$5.92$5.24 – $7.028
FY27$70.1B$65.6B – $72.1B$8.14$6.67 – $10.118
FY28$73.4B$62.0B – $78.0B$9.98$8.75 – $10.9410
FY29$77.8B$71.3B – $81.0B$11.91$10.62 – $12.545
FY30$83.0B$76.1B – $86.4B$11.66$10.40 – $12.285

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.70%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 649.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.345-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 5Steven M SearEVP - Global Sales & Distrib40.5K sh$3.8MSellAug 5Michael P HuertaDirector3.1K sh$292KSellAug 4Alain BellemareEVP & Pres. - International35.0K sh$3.2MSellAug 4Edward H BastianCEO206.5K sh$19.2MSellAug 4Peter W CarterPresident39.9K sh$3.7MSellAug 3David G DewaltDirector31.8K sh$2.9MSellMay 27Allison C AusbandEVP & Chief People Officer5.0K sh$405KSellMay 27Alain BellemareEVP & Pres. - International25.0K sh$2.0MSellMay 26Allison C AusbandEVP & Chief People Officer5.0K sh$395KSellMay 22Allison C AusbandEVP & Chief People Officer9.7K sh$738K
1–10 of 13
+ 20 other (13 awards · 6 exempts · 1 inkind) in window

See when $DAL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationJul 10S-3ASR
AI summary

Delta Air Lines, Inc. filed an automatic shelf registration statement (S-3ASR) to register an unspecified amount of debt securities, warrants, common stock, preferred stock, rights, purchase contracts, and units for potential future issuance. The registration became effective automatically upon filing given Delta's well-known seasoned issuer status. This is a routine shelf registration — it establishes future capital markets flexibility for Delta but does not represent an immediate offering or dilution event.

8-KShareholder voteJun 228-K — Item 5.07: Shareholder vote
AI summary

Delta Air Lines held its 2026 Annual Meeting of Shareholders on June 18, 2026, at which all fourteen director nominees were elected (Edward Bastian received 514.7M votes; David DeWalt received lowest support at 495.2M for vs. 21.6M against). Advisory executive compensation was approved (503.4M for vs. 13.1M against), and Ernst & Young LLP was ratified as auditors for 2026 (567.5M for). A fifth proposal was not approved per the truncated excerpt. Routine annual meeting governance; no material corporate transactions.

8-KMaterial agreementJun 128-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Delta Air Lines entered into a new $2.65 billion revolving credit facility on June 11, 2026 — a $1.325B 3-year tranche and a $1.325B 5-year tranche — arranged by JPMorgan Chase Bank as administrative agent, fully replacing its November 2023 credit agreement. The facility was undrawn at signing, includes up to $500M for letters of credit, and is expandable to $3.65B via accordion. This is an accretive refinancing that extends maturity, maintains maximum liquidity optionality, and confirms Delta's continued investment-grade credit market access.

SC 13D/AActivist amendmentJun 2SC 13D/A
AI summary

With filed Amendment No. 7 to Schedule 13D disclosing updated beneficial ownership in DAL (DAL). The filer reports beneficial ownership of approximately 29.9% of the company's outstanding shares (13,168,465 shares). The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

+ 11 other (4 13Gs · 2 13Fs · 2 proxys · 1 N-PX) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Airline Stocks Get Hit by Short Sellers as Oil Hedge: ‘A Bet the War Does Not End Soon'benzinga.com·1d agoHere's How Much Traders See Delta Stock Moving After Earningsinvestopedia.com·2d agoDelta Air Lines faces high bar for fourth-quarter revenue outlook, UBS saysproactiveinvestors.com·2d agoPremarket in Greenzacks.com·2d agoDAL & LTM Mark Four Years of Partnership Growth And Connectivityzacks.com·2d ago

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Voices on X · last 7 days

No standout posts about $DAL on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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