Delta Air Lines, Inc.
78.75USD
-0.2100 (-0.27%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $2.11▲ | $1.64 | 0 | 3 |
| Next quarter | $2.15▲ | $1.71 | 0 | 3 |
| Current year | $6.48▲ | $5.48 | 0 | 3 |
| Next year | $8.66▲ | $7.85 | 0 | 1 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $1.49 | $1.56 | +0.07 (+4.5%) |
| 2026-03-31 | $0.57 | $0.64 | +0.07 (+11.3%) |
| 2025-12-31 | $1.55 | $1.55 | +0.00 (+0.3%) |
| 2025-09-30 | $1.53 | $1.71 | +0.18 (+11.9%) |
348 ratings from 40 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Raymond James | Maintained | Outperform | $104 $98 | Aug 24, 2026 |
| TD Cowen | Maintained | Buy | $112 $105 | Aug 24, 2026 |
| TD Cowen | Maintained | Buy | $106 $112 | Jul 14, 2026 |
| UBS | Maintained | Buy | $107 $112 | Jul 13, 2026 |
| Morgan Stanley | Maintained | Overweight | $115 $125 | Jul 13, 2026 |
| JP Morgan | Maintained | Overweight | $85 $114 | Jul 13, 2026 |
| Citigroup | Maintained | Buy | $106 $110 | Jul 13, 2026 |
| Jefferies | Maintained | Buy | $105 $110 | Jul 10, 2026 |
| Susquehanna | Maintained | Positive | $78 $108 | Jul 7, 2026 |
| Morgan Stanley | Maintained | Overweight | $105 $115 | Jul 6, 2026 |
| Raymond James | Downgraded from Strong Buy | Outperform | $80 $104 | Jul 6, 2026 |
| BMO Capital | Maintained | Outperform | $80 $105 | Jul 2, 2026 |
| TD Cowen | Maintained | Buy | $92 $106 | Jul 2, 2026 |
| Goldman Sachs | Maintained | Buy | $80 $116 | Jul 2, 2026 |
| B of A Securities | Maintained | Buy | $93 $100 | Jul 1, 2026 |
| Wells Fargo | Maintained | Overweight | $75 $105 | Jun 30, 2026 |
| Citigroup | Maintained | Buy | $79 $106 | Jun 26, 2026 |
| Barclays | Maintained | Overweight | $85 $105 | Jun 25, 2026 |
| Evercore ISI Group | Maintained | Outperform | $85 $105 | Jun 25, 2026 |
| Jefferies | Maintained | Buy | $81 $100 | Jun 24, 2026 |
| UBS | Maintained | Buy | $98 $107 | Jun 23, 2026 |
| B of A Securities | Maintained | Buy | $78 $93 | Jun 22, 2026 |
| Bernstein | Maintained | Outperform | $88 $93 | Jun 17, 2026 |
| UBS | Maintained | Buy | $95 $98 | May 26, 2026 |
| Bernstein | Maintained | Outperform | $81 $88 | May 11, 2026 |
124 filings from 27 insiders · 24 buy / 13 sell over 6m
Officers and directors of DAL, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| SEAR STEVEN MOfficer | Exercise | 40.5k | $51.23 | $2.07M | Aug 5, 2026 |
| SEAR STEVEN MOfficer | Sell | 40.5k | $93.55 | $3.79M | Aug 5, 2026 |
| HUERTA MICHAEL PDirector | Sell | 3.1k | $94.12 | $292k | Aug 5, 2026 |
| BELLEMARE ALAINOfficer | Exercise | 35.0k | $39.78 | $1.39M | Aug 4, 2026 |
| CARTER PETER WPresident | Exercise | 39.9k | $49.33 | $1.97M | Aug 4, 2026 |
| BASTIAN EDWARD HChief Executive Officer | Exercise | 206.5k | $49.33 | $10.19M | Aug 4, 2026 |
| BELLEMARE ALAINOfficer | Sell | 35.0k | $92.72 | $3.25M | Aug 4, 2026 |
| CARTER PETER WPresident | Sell | 39.9k | $92.98 | $3.71M | Aug 4, 2026 |
| BASTIAN EDWARD HChief Executive Officer | Sell | 206.5k | $92.80 | $19.16M | Aug 4, 2026 |
| DEWALT DAVID GDirector | Sell | 31.8k | $90.85 | $2.88M | Aug 3, 2026 |
| MCKENNA JUDITH JDirector | Grant | 2.4k | — | — | Jun 18, 2026 |
| BLACK MARIADirector | Grant | 2.4k | — | — | Jun 18, 2026 |
| CREED GREGDirector | Grant | 2.4k | — | — | Jun 18, 2026 |
| WALLER KATHY NADINEDirector | Grant | 2.4k | — | — | Jun 18, 2026 |
| BECK CHRISTOPHEDirector | Grant | 2.4k | — | — | Jun 18, 2026 |
| TAYLOR DAVID S.Director | Grant | 3.8k | — | — | Jun 18, 2026 |
| CHIANG WILFRED CWDirector | Grant | 2.4k | — | — | Jun 18, 2026 |
| HUERTA MICHAEL PDirector | Grant | 2.4k | — | — | Jun 18, 2026 |
| DEWALT DAVID GDirector | Grant | 2.4k | — | — | Jun 18, 2026 |
| RIAL SERGIO A. LDirector | Grant | 2.4k | — | — | Jun 18, 2026 |
No analyst notes on DAL yet.
Analyst Ratings
24 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 5 | 19 | 0 | 0 | 1 | Buy1.92 |
| 1 mo ago | 5 | 19 | 0 | 0 | 1 | Buy1.92 |
| 2 mo ago | 5 | 20 | 0 | 1 | 0 | Buy1.88 |