DELTA AIR LINES, INC.(DAL)— Stock Profile, AI Score & Financials
Industrials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
DELTA AIR LINES, INC. (DAL) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores DAL at 57.5/100 on a 32-signal composite quality model, placing it at rank #1,088 of 2,961 stocks — the top half of the AI-ranked universe. DAL scores in the top quartile across revenue scale (97.8). Areas of concern include institutional flow (18.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), DELTA AIR LINES, INC. reports quarterly revenue of $19.8B, net income of $1.6B, an operating margin of 9.4%. Top institutional holders of DAL by reported 13-F value include BERKSHIRE HATHAWAY, BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. DAL trades on the NYSE exchange and files with the SEC under CIK 27904. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DAL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DELTA AIR LINES, INC. directly from SEC EDGAR.
AI Quality Score
57.5/100
AI Rank
#1,088
Revenue
$19.8B
Net Income
$1.6B
Operating Margin
9.4%
DAL key financials by period
DELTA AIR LINES, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$63.4B
$5.0B
9.2%
FY 2024
10-K
$61.6B
$3.5B
9.7%
FY 2023
10-K
$58.0B
$4.6B
9.5%
FY 2022
10-K
$50.6B
$1.3B
7.2%
FY 2021
10-K
$29.9B
$280.0M
6.3%
FY 2020
10-K
$17.1B
$-12.4B
-72.9%
Institutions holding DAL
Institutional investors reporting a position in DELTA AIR LINES, INC. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-10 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Delta's Q2 FY2026 revenue rose 19% YoY to $19.8B, but operating income fell $238M to $1.9B as an 80% jump in jet fuel prices drove operating expense up 23%.
Biggest Revenue Drivers
Passenger$15.6B+13% YoY
Higher pricing in response to the rapid increase in fuel costs and broad based demand strength across premium, main, corporate and loyalty
Other$3.9B+50% YoY
Driven by higher refinery sales to third parties and growth in cargo and MRO businesses
Biggest Revenue Drivers
Total revenue: $19.8B+19% YoY
Passenger$15.6B+13% YoY
Higher pricing in response to the rapid increase in fuel costs and broad based demand strength across premium, main, corporate and loyalty
Other$3.9B+50% YoY
Driven by higher refinery sales to third parties and growth in cargo and MRO businesses
Within Other
Refinery$2,091M+83% YoY
Higher market prices for refined products and a shift to more sales than exchanges as exchange agreements ended in second half of 2025
Loyalty and related$1,344M+19% YoY
Higher customer spend on American Express cards and new card acquisitions from a refreshed co-brand credit card portfolio
Cargo$294M+39% YoY
Driven largely by volume
Largest Expense Items
Aircraft fuel and related taxes$4,109M+67% YoY
80% increase in average jet fuel purchase price and higher consumption consistent with 1% capacity growth
Salaries and related costs$4,762M+8% YoY
4% base pay increases for eligible employees effective June 1, 2026 and 2025, and for pilots effective January 1, 2026
Refinery expense$2,091M+83% YoY
Expenses associated with refinery sales to third parties
Contracted services$1,263M+9% YoY
Margins: Operating income fell $238M to $1.9B as total operating expense grew 23% versus 19% revenue growth; total CASM rose 21% while non-fuel CASM-Ex rose a more modest 6.8%, with the gap driven primarily by fuel and refinery costs.
Watch Items from the Filing
Aircraft fuel and related taxes rose 67% YoY on an 80% increase in average jet fuel purchase price; the filing says elevated fuel costs are expected to persist until recent market disruptions and geopolitical events resolve.
Non-operating income fell to $145M from $472M YoY, primarily due to lower mark-to-market gains on equity investments ($349M gain vs $735M prior year).
The refinery posted $351M operating income (vs -$10M loss a year ago), but results were partially offset by a temporary outage that halted production beginning mid-June 2026.
Future aircraft purchase commitments total approximately $27.6 billion, including new agreements for 30 Boeing 787-10s and 31 Airbus widebody aircraft signed in Q1 2026.
Remuneration from American Express was $2.4 billion in the quarter ($4.5B YTD, +13% YoY), underscoring Delta's reliance on its co-brand credit card partnership for loyalty revenue.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
