Delta Air Lines (DAL) Set to Release Quarterly Earnings on Friday

Delta Air Lines (NYSE:DAL) is expected to be posting its Q3 2026 results before the market opens on Friday, October 9th. Analysts expect the company to announce earnings of $1.85 per share and revenue of $17.6377 billion for the quarter. Individuals may review the information on the company’s upcoming Q3 2026 earning summary page for the latest details on the call scheduled for Friday, October 9, 2026 at 10:00 AM ET.

Delta Air Lines (NYSE:DAL) last issued its earnings results on Thursday, July 9th. The transportation company reported $1.56 earnings per share for the quarter, topping analysts’ consensus estimates of $1.49 by $0.07. The business had revenue of $17.67 billion during the quarter, compared to analyst estimates of $17.43 billion. Delta Air Lines had a return on equity of 17.52% and a net margin of 5.79%.Delta Air Lines’s revenue was up 18.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.10 EPS. On average, analysts expect Delta Air Lines to post $6 EPS for the current fiscal year and $8 EPS for the next fiscal year.

Delta Air Lines Stock Performance

Shares of NYSE DAL opened at $83.62 on Wednesday. The firm’s 50-day moving average price is $83.81 and its 200-day moving average price is $79.57. The company has a quick ratio of 0.35, a current ratio of 0.42 and a debt-to-equity ratio of 0.48. The company has a market cap of $54.99 billion, a PE ratio of 13.87, a PEG ratio of 1.20 and a beta of 1.34. Delta Air Lines has a 52-week low of $55.03 and a 52-week high of $95.68.

Delta Air Lines Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, November 5th. Stockholders of record on Thursday, October 15th will be issued a dividend of $0.2150 per share. This represents a $0.86 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, October 15th. Delta Air Lines’s payout ratio is presently 14.26%.

Insiders Place Their Bets

In other Delta Air Lines news, CEO Edward Bastian sold 206,510 shares of Delta Air Lines stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $92.80, for a total value of $19,164,128.00. Following the completion of the transaction, the chief executive officer directly owned 1,363,448 shares of the company’s stock, valued at $126,527,974.40. This trade represents a 13.15% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director David G. Dewalt sold 31,756 shares of the company’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $90.85, for a total transaction of $2,885,032.60. Following the sale, the director owned 22,358 shares in the company, valued at $2,031,224.30. This represents a 58.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 356,726 shares of company stock worth $33,081,037. Insiders own 0.80% of the company’s stock.

More Delta Air Lines News

Here are the key news stories impacting Delta Air Lines this week:

• Positive Sentiment: Wall Street expects approximately $17.6 billion in third-quarter revenue and earnings per share near $1.92, while UBS maintains a Buy rating and a $105 price target. Strong revenue growth or an upbeat outlook could support DAL. Delta Air Lines Eyes $1.92 Profit Per Share on $17.61 Billion Revenue
• Positive Sentiment: Retail investors are positioning for the earnings release, indicating bullish speculative interest after DAL’s recent gains. Retail Investors Strapping Themselves Into Delta Air Lines Stock
• Positive Sentiment: Delta announced twice-daily Salt Lake City–Flagstaff service beginning in 2027, expanding its leisure network and access to destinations including Sedona and the Grand Canyon. Delta Air Lines Adds Nonstop Salt Lake City-Flagstaff Service
• Neutral Sentiment: Options markets imply a potentially sizable move of roughly 6.42% after earnings, highlighting elevated volatility rather than a clear directional signal. Delta Air Lines Stock Options Signal a 6.42% Move
• Negative Sentiment: UBS says Delta faces a high bar for fourth-quarter revenue growth. Investors may react negatively if management lowers earnings guidance without offsetting the reduction with stronger sales. Delta Air Lines Faces High Bar for Fourth-Quarter Revenue Outlook
• Negative Sentiment: Fuel costs are reportedly about 40% higher year over year, alongside higher non-fuel expenses and a refinery outage, creating pressure on margins and potentially prompting downward estimate revisions. Delta Air Lines Reports Q3 Results as Fuel Costs Jump
• Negative Sentiment: Bank of America trimmed its price target for Delta, adding caution ahead of results. BofA Trims Its Target for Delta Air Lines Stock

Analyst Ratings Changes

DAL has been the topic of several research reports. The Goldman Sachs Group restated a “buy” rating on shares of Delta Air Lines in a report on Monday, August 3rd. Sanford C. Bernstein reiterated an “outperform” rating and set a $106.00 target price on shares of Delta Air Lines in a research note on Monday, July 13th. TD Cowen lowered their price target on Delta Air Lines from $105.00 to $101.00 and set a “buy” rating on the stock in a report on Friday. JPMorgan Chase & Co. lifted their price objective on Delta Air Lines from $85.00 to $114.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Finally, UBS Group reissued a “buy” rating on shares of Delta Air Lines in a research report on Tuesday. Twenty-three investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Delta Air Lines presently has a consensus rating of “Moderate Buy” and a consensus target price of $99.53.

About Delta Air Lines

Delta Air Lines, Inc is a major U.S. airline that provides scheduled passenger and air freight transportation. The company serves destinations throughout the United States and connects customers to international markets across Europe, Asia, Latin America, Canada, Africa and the Caribbean through its own operations and regional airline partners.

Delta offers multiple classes of passenger service, including premium cabins and its main cabin, along with travel-related products such as vacation packages and loyalty benefits through the SkyMiles program.