Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
4
institutions
Market cap
$52.6B
658M shares
52-week range
$55.03 – $95.68
61% from low
Sector
AIR TRANSPORTATION, SCHEDULED
Exchange
NYSE
CS
P/S (TTM)
0.8
EV / FCF (TTM)
11.2
Atlanta-based Delta Air Lines is one of the world's largest airlines, with a network of over 300 destinations in more than 50 countries. Delta operates a hub-and-spoke network, where it gathers and distributes passengers across the globe through its biggest hubs in Atlanta, New York, Salt Lake City, Detroit, Seattle, and Minneapolis-St. Paul. Delta has historically earned most of its international revenue and profits from flying passengers over the Atlantic Ocean.
www.delta.comNo one on the platform currently holds DAL.
| Institution | Shares | Reported |
|---|---|---|
| Berkshire Hathawayas of 2026-03-31 | 39,809,456 | $2.6B |
| Renaissance Technologiesas of 2025-06-30 | 514,900 | $25.3M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-09 | $0.2150 | 2026-07-30 |
| 2026-05-14 | $0.1875 | 2026-06-04 |
| 2026-02-26 | $0.1875 | 2026-03-19 |
| 2025-10-16 | $0.1875 | 2025-11-06 |
| 2025-07-31 | $0.1875 | 2025-08-21 |
| 2025-05-13 | $0.1500 | 2025-06-03 |
| 2025-02-27 | $0.1500 | 2025-03-20 |
| 2024-10-10 | $0.1500 | 2024-10-31 |
| 2024-07-30 | $0.1500 | 2024-08-20 |
| 2024-05-13 | $0.1000 | 2024-06-04 |
No one on the platform has traded DAL yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 12.6% | 10.0% | — | — | — | |
| Rev. Growth % | 2.8% | 30.0% | ||||
| Profit Margin % | 7.9% | 5.0% | -1.0% | |||
| Free Cash Flow Margin % | 6.1% | 2.6% | 0.4% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +6.2% on the P/E track.
At today's price, your expected annual return is +13.4% on the P/E track.
At today's price, your expected annual return is +18.8% on the P/E track.
| 475,000 |
| $33.0M |
| Bridgewater Associatesas of 2026-03-31 | 22,104 | $1.5M |
| 2024-02-23 | $0.1000 | 2024-03-18 |
| 2023-10-11 | $0.1000 | 2023-11-02 |
Also held through funds
1 more book holds DAL indirectly · AVUS 0.2% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $66.4B | +13.8% | $6.34 | $5.59–$7.24 | 12.6× | 11 |
| 2027 | $69.4B | +4.5% | $8.57 | $7.49–$10.24 | 9.3× | 7 |
| 2028 | $73.1B | +5.4% | $10.11 | $8.86–$11.07 | 7.9× | 6 |
| 2029 | $77.0B | +5.3% | $11.32 | $10.11–$11.93 | 7.1× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-09 | $1.49 | $1.56 | +4.7% |
| 2026-04-08 | $0.58 | $0.64 | +10.3% |
| 2026-01-13 | $1.53 | $1.55 | +1.3% |
| 2025-10-09 | $1.57 | $1.71 | +8.9% |
| 2025-07-10 | $2.06 | $2.10 | +1.9% |
| 2025-04-09 | $0.38 | $0.46 | +20.9% |
| 2025-01-10 | $1.74 | $1.85 | +6.3% |
| 2024-10-10 | $1.52 |
| $1.50 |
| -1.3% |
| $42.3B |
| — |
| OTISOtis Worldwide Corporation | $70.18 | +1.56% | $26.7B | — |
| PAYXPaychex, Inc. | $118.51 | +2.34% | $42.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$DAL The FED refused to hike rates on Biden until mid-2022 and CPI had already passed 8% while repeating the Biden admin's "transitory" term which obviously was not true. The FED cut rates 3X for the Biden admin at the 2024 elections including a jumbo 50 basis points in SEP to juice the economy and markets for the incumbents. Notably, core CPI was 2.4% in that SEP 2024 jumbo cut EXACTLY where it is today. If the FED hikes rates just before the midterms on Trump at the exact same core CPI number that they jumbo cut for Harris, then the evidence is 100% conclusive that the FED is an arm of the Democrat party and will act against the interest of the American people to help Democrats particularly at election time when it was once considered taboo to change policy. This doesn't even account for the fact that members of the FOMC donate over 80% to the Democrat party with their political contributions. If the FED hikes rates, should the Trump admin dissolve the Democrat run FED?
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$DAL call spreads opened 38 seconds before the close
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$DAL Brilliant piece that captures DAL's situation perfectly. So if you want to update your understanding of DAL or get to know DAL better, this is essential reading. https://everyticker.com/quote/DAL/analysis/delta-s-premium-fortress-why-dal-s-diversified-moat-thrives-on-fuel-volatility-nyse-dal
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@prstrader clearly, towel heads are totally retarded as they refuse to exit the Stone Age by keeping their women suppressed, only serving to reproduce more towels. All need to be wiped out but also the zionisk warmongerers that are out to destroy America. It will all end by 2032-33 when majority of them will be gone. Till then its a bumpy ride for $AAL, $UAL , $LUV , $DAL and other 3rd rate airlines. $JBLU is particularly vulnerable as it is the worst airline now that Spirit is no more. As Samuel Jackson said in that movie, "waste the moderpokers".
View on StockTwits ↗$DAL For those with a memory, the FED did a JUMBO cut 50 bps in SEP 2024 at the exact same core CPI number as today of 2.4%. If they do any hikes just before the midterm elections, it would expose the FED as an arm of the Democrat party.
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$DAL oh look another Warren loser, dude bought the top with all that cash
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$DAL IF a panicky market causes DAL to fall anywhere near this price, be ready to grab with both hands.
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$DAL Saudi's closing the pipeline to put pressure on Trump to TACO. #dumbestwarever.
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$UAL $AAL $DAL UAL, AAL, DAL Stocks Suffer Weekly Loss: Barclays Cuts Price Targets But Sees A Silver Lining https://stocktwits.com/news-articles/markets/equity/ual-aal-dal-stocks-suffer-weekly-loss-barclays-cuts-price-targets-but-sees-a-silver-lining/cZtlsIwRBRJ
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UAL, AAL, DAL Stocks Suffer Weekly Loss: Barclays Cuts Price Targets But Sees A Silver Lining $UAL $DAL $AAL https://stocktwits.com/news/equity/markets/ual-aal-dal-stocks-suffer-weekly-loss-barclays-cuts-price-targets-but-sees-a-silver-lining/cZtlsIwRBRJ
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$DAL is trading with one issue front and center: fuel. Brent is back above $100 on September 11, while Delta’s current Q3 outlook was built on the July 2 forward curve and assumed an all-in fuel price of about $3.15 per gallon. That makes the next update more important than usual. Demand has held up well, with Q2 adjusted revenue up 14%, and Delta still guides to $6.50-$7.50 in adjusted 2026 EPS. $UAL faces the same industry-wide fuel pressure. My focus now is whether pricing and premium demand can keep offsetting the higher fuel bill. Not financial advice. Do your own research.
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Jim Cramer said the 30-year Treasury yield has become a key force driving the stock market as it climbed to roughly 5.3%. He argued that rising long-term yields can pressure equities by making government bonds more attractive relative to stocks, increasing corporate borrowing costs and potentially slowing economic growth. Cramer highlighted Delta Air Lines as an example, noting that airlines depend heavily on borrowing to finance aircraft purchases and expansion, while higher rates can significantly increase their financing costs. At the same time, elevated oil prices are putting additional pressure on airline profitability. He warned that if higher long-term rates slow the economy, companies could reduce expansion plans, employment could weaken and consumers may travel less. That combination could lead airlines to cut earnings estimates and put further pressure on their shares. $DAL
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.