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

Delta Air Lines (NYSE:DAL) is anticipated 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. Investors 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 released its quarterly earnings data on Tuesday, January 13th. The transportation company reported $1.55 EPS for the quarter, beating the consensus estimate of $1.53 by $0.02. The business had revenue of $14.61 billion during the quarter, compared to the consensus estimate of $15.80 billion. Delta Air Lines had a net margin of 7.90% and a return on equity of 20.96%. The business’s revenue was up 2.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.85 EPS. 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%

NYSE DAL opened at $66.46 on Wednesday. The stock has a 50 day moving average price of $66.59 and a 200-day moving average price of $64.42. Delta Air Lines has a one year low of $34.74 and a one year high of $76.39. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.34 and a current ratio of 0.40. The company has a market capitalization of $43.41 billion, a P/E ratio of 8.66, a P/E/G ratio of 0.64 and a beta of 1.34.

Delta Air Lines Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 19th. Shareholders of record on Thursday, February 26th were given a dividend of $0.1875 per share. The ex-dividend date 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 is 9.78%.

Key Headlines Impacting Delta Air Lines

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

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on DAL. Zacks Research lowered Delta Air Lines from a “hold” rating to a “strong sell” rating in a research note on Tuesday, March 17th. BMO Capital Markets restated an “outperform” rating on shares of Delta Air Lines in a report on Wednesday, January 14th. Seaport Research Partners raised their price target on Delta Air Lines from $80.00 to $89.00 and gave the stock a “buy” rating in a research report on Friday, January 9th. The Goldman Sachs Group lifted their price objective on shares of Delta Air Lines from $77.00 to $80.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and set a $81.00 price objective on shares of Delta Air Lines in a research report on Wednesday, January 14th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $78.80.

Insider Transactions at Delta Air Lines

In other Delta Air Lines news, insider Peter W. Carter sold 27,000 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $74.82, for a total transaction of $2,020,140.00. Following the transaction, the insider directly owned 421,744 shares in the company, valued at $31,554,886.08. This trade represents a 6.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Steven M. Sear sold 38,600 shares of the business’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $75.05, for a total value of $2,896,930.00. Following the completion of the transaction, the executive vice president directly owned 104,404 shares of the company’s stock, valued at approximately $7,835,520.20. The trade was a 26.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 620,550 shares of company stock valued at $44,127,667 in the last ninety days. Corporate insiders own 0.96% of the company’s stock.

Institutional Trading of Delta Air Lines

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

Delta Air Lines Company Profile

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.