Delta Air Lines (DAL) Expected to Announce Earnings on Wednesday

Delta Air Lines (NYSE:DAL) is expected to issue its Q1 2026 results before the market opens on Wednesday, April 8th. Analysts expect the company to announce earnings of $0.7030 per share and revenue of $14.6973 billion for the quarter. Delta Air Lines has set its Q1 2026 guidance at 0.500-0.900 EPS and its FY 2026 guidance at 6.500-7.500 EPS. Individuals may visit the the company’s upcoming Q1 2026 earning results page for the latest details on the call scheduled for Wednesday, April 8, 2026 at 10:00 AM ET.

Delta Air Lines (NYSE:DAL) last posted its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.53 by $0.02. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.96%. The business had revenue of $14.61 billion for the quarter, compared to the consensus estimate of $15.80 billion. During the same period last year, the firm posted $1.85 earnings per share. The company’s revenue was up 2.9% compared to the same quarter last year. On average, analysts expect Delta Air Lines to post $8 EPS for the current fiscal year and $8 EPS for the next fiscal year.

Delta Air Lines Stock Up 5.2%

Shares of NYSE DAL opened at $66.46 on Wednesday. The firm has a market cap of $43.41 billion, a price-to-earnings ratio of 8.66, a price-to-earnings-growth ratio of 0.64 and a beta of 1.34. The company’s 50-day simple moving average is $66.59 and its 200-day simple moving average is $64.42. The company has a quick ratio of 0.34, a current ratio of 0.40 and a debt-to-equity ratio of 0.60. Delta Air Lines has a 52-week low of $34.74 and a 52-week high of $76.39.

Delta Air Lines Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Thursday, February 26th were paid a $0.1875 dividend. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $0.75 dividend on an annualized basis and a yield of 1.1%. Delta Air Lines’s dividend payout ratio (DPR) is currently 9.78%.

Key Delta Air Lines News

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

• Positive Sentiment: Delta signed a sweeping agreement to install Amazon’s Leo satellite internet on hundreds of aircraft (initial rollout of ~500 planes starting in 2028), which should improve passenger experience, enable more streaming/ancillary revenue and reduce reliance on legacy providers. Delta Air Lines taps Amazon Leo for in-flight Wi-Fi as streaming wars heat up
• Positive Sentiment: Delta’s SkyMiles was ranked the world’s most valuable airline loyalty program (estimated >$31B), supporting recurring, high‑margin revenue and customer retention — a structural competitive advantage. Delta’s SkyMiles Ranked World’s Most Valuable Airline Loyalty Program at $31 Billion
• Positive Sentiment: Analyst consensus is favorable (average “Moderate Buy”), which supports investor confidence and likely contributes to buying interest. Delta Air Lines, Inc. (NYSE:DAL) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: The Amazon tie-up is a multi‑year buildout (service begins 2028 for the initial tranche), so near‑term revenue and margin impact will be limited until installations scale across the fleet. Amazon Teams With Delta to Offer Passengers In-Flight Connectivity
• Neutral Sentiment: Market context: the move places Delta with Amazon rather than SpaceX/Starlink, which could shift competitive dynamics in airline connectivity and factor into broader aerospace/IPO narratives. Delta picks Bezos over Musk for satellite Wi-Fi as SpaceX’s $1.75 trillion IPO looms
• Negative Sentiment: Execution and competitive risk: Starlink is already a dominant airline connectivity provider; swapping/adding providers, technical certification and rollout delays are possible and could limit the deal’s upside or delay revenue. Delta to Tap Amazon Satellite-Internet Service for In-Flight Wi-Fi
• Negative Sentiment: Operational/headline risk: CEO comments blaming Congress over DHS funding and airport disruptions highlight potential near‑term operational costs and schedule risk if federal funding issues persist. ‘MESS’: Delta CEO rips Congress as shutdown chaos erupts at airports

Insider Buying and Selling

In other Delta Air Lines news, EVP Rahul D. Samant sold 62,528 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $70.18, for a total value of $4,388,215.04. Following the transaction, the executive vice president directly owned 20,939 shares of the company’s stock, valued at $1,469,499.02. This trade represents a 74.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Peter W. Carter sold 27,000 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $74.82, for a total value of $2,020,140.00. Following the transaction, the insider owned 421,744 shares in the company, valued at approximately $31,554,886.08. This represents a 6.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 620,550 shares of company stock worth $44,127,667 in the last 90 days. Corporate insiders own 0.96% of the company’s stock.

Hedge Funds Weigh In On Delta Air Lines

A number of institutional investors and hedge funds have recently added to or reduced their stakes in DAL. SWAN Capital LLC grew its holdings in Delta Air Lines by 1,016.0% in the 3rd quarter. SWAN Capital LLC now owns 558 shares of the transportation company’s stock valued at $32,000 after buying an additional 508 shares in the last quarter. Measured Wealth Private Client Group LLC acquired a new stake in shares of Delta Air Lines in the 3rd quarter worth $35,000. Quattro Advisors LLC purchased a new position in shares of Delta Air Lines during the 4th quarter worth $45,000. Wilkerson Advisory Group LLC purchased a new position in shares of Delta Air Lines during the 4th quarter worth $46,000. Finally, Ankerstar Wealth LLC acquired a new position in shares of Delta Air Lines during the 4th quarter valued at about $48,000. Institutional investors and hedge funds own 69.93% of the company’s stock.

Wall Street Analysts Forecast Growth

DAL has been the subject of several research reports. The Goldman Sachs Group boosted their price objective on Delta Air Lines from $77.00 to $80.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Sanford C. Bernstein restated an “outperform” rating and issued a $81.00 target price on shares of Delta Air Lines in a research report on Wednesday, January 14th. Citigroup lowered their price target on Delta Air Lines from $87.00 to $77.00 and set a “buy” rating on the stock in a research note on Friday, March 20th. Bank of America boosted their price target on Delta Air Lines from $74.00 to $80.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Finally, Jefferies Financial Group reduced their price objective on Delta Air Lines from $84.00 to $72.00 and set a “buy” rating for the company in a research note on Thursday, March 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $78.80.

About Delta Air Lines

Delta Air Lines is a major U.S.-based global airline that provides scheduled passenger and cargo air transportation, aircraft maintenance and repair services, and related travel products. Its operations include mainline domestic and international passenger services, a branded regional network operating under the Delta Connection name, dedicated air cargo carriage, and in-house maintenance, repair and overhaul through Delta TechOps. Delta offers a range of cabin products for different customer segments, including premium business-class service on long-haul routes and tiered economy offerings on domestic and international flights, and it markets customer loyalty benefits through the SkyMiles frequent-flyer program.

The carrier operates a mixed fleet of narrow- and wide-body aircraft from multiple U.S.