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Delta Air Lines operates a hub network anchored in Atlanta with additional bases in Detroit, Minneapolis, and Seattle. Beyond ticket sales, its American Express partnership pays billions annually for SkyMiles, and subsidiary Monroe Energy runs a Pennsylvania oil refinery that supplies jet fuel.
DELTA AIR LINES, INC. (DAL) is a air transportation, scheduled company. Piotroski F-Score 6/7. 19 insider Form 4 filings in the last 90 days. Fundamentals from SEC filings; prices are end-of-day.
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-12-31 vs 2024-12-31. original 1968 formula; calibrated on manufacturers, read financials/REITs with care
A plain-English read on DAL plus an auto-SWOT — built from DAL's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate DAL using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
| Company | Stake value | % of company owned |
|---|---|---|
| WHEELS UP EXPERIENCE INC.UP | $136.2M | 727.0% |
| REPUBLIC AWYS HLDGS INC | $121.1M | — |
| JOBY AVIATION INCJOBY | $120.5M | 1.5% |
Long US equity positions from DAL's own 13F-HR (SEC), reported quarterly and lagged up to 45 days. “% of company owned” = reported shares ÷ that company's latest shares outstanding.
| Berkshire Hathaway (Warren Buffett) | $2.65B | 1.0% of portfolio |
| BELLEMARE ALAINEVP & Pres. - International | SELL | $2.0M | view → |
| Ausband Allison CEVP & Chief People Officer | SELL | $800K | view → |
| Ausband Allison CEVP & Chief People Officer | SELL | $1.1M | view → |
| BELLEMARE ALAINEVP & Pres. - International | SELL | $1.5M | view → |
| Laughter John EEVP & Chief of Operations | SELL | $1.1M | view → |
| Laughter John EEVP & Chief of Operations | SELL | $4.7M | view → |
| Bastian Edward HChief Executive Officer | SELL | $7.0M | view → |
Projected from DAL's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment DAL files its announcement.
DAL has rallied after 6 of its last 7 earnings reports.
Earnings reactions have been moderate.
DAL has traded higher after most recent earnings releases.
The average is inflated by its most volatile prints (+11.7% and -3.6%).
A more typical earnings reaction has been approximately ±3.6%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-04-08 | +3.4% |
| 2026-01-13 | -3.6% |
| 2025-10-09 | +0.6% |
| 2025-07-10 | +11.7% |
| 2025-04-09 | +9.7% |
| 2025-01-10 | +6.0% |
| 2024-10-10 | +0.7% |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.