Delta Air Lines, Inc. · NYSE (us_market)
Industrials · Airlines · United States
Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Detroit, Minneapolis-St. Paul, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Bogota, Lima, Mexico City, London-Heathrow, Paris-Charles de Gaulle, Santiago (Chile), Sao Paulo, Seoul-Incheon, and Tokyo. It also provides aircraft maintenance and engineering support, repair, and overhaul services; and vacation packages. The company operates through a fleet of approximately 1,314 aircraft. Delta Air Lines, Inc. was founded in 1924 and is headquartered in Atlanta, Georgia.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-02-06$75.35 RISE2026-03-12$57.94 PEAK2026-05-28$82.49 111d | -23.1% 34d | Missed | Missed | — | — | +42.4% 77d | Missed |
DROP2025-02-05$69.06 RISE2025-06-13$47.04 PEAK2025-08-28$61.97 204d | -31.9% 128d | 2025-04-28 $41.96 | 2025-08-28 $61.97 | 71Deep Value | 59Value Trap Risk | +31.7% 76d | +47.7% Held 122d |
DROP2025-02-05$69.06 RISE2025-04-08$35.88 PEAK2025-05-13$52.99 97d | -48.0% 62d | 2025-04-28 $41.96 | 2025-05-13 $52.99 | 71Deep Value | 63Deep Value | +47.7% 35d | +26.3% Held 15d |
DROP2024-05-15$53.26 RISE2024-08-07$37.32 PEAK2024-10-30$58.46 168d | -29.9% 84d | Missed | Missed | — | — | +56.6% 84d | Missed |
DROP2023-07-20$48.69 RISE2023-10-27$30.65 PEAK2023-12-14$42.44 147d | -37.1% 99d | Missed | Missed | — | — | +38.5% 48d | Missed |
DROP2023-02-02$39.90 RISE2023-03-24$31.59 PEAK2023-06-15$42.88 133d | -20.8% 50d | Missed | Missed | — | — | +35.7% 83d | Missed |
DROP2022-05-27$42.23 RISE2022-09-26$28.02 PEAK2022-12-06$35.91 193d | -33.6% 122d | Missed | Missed | — | — | +28.2% 71d | Missed |
DROP2022-04-21$44.73 RISE2022-06-30$28.97 PEAK2022-08-16$35.34 117d | -35.2% 70d | Missed | Missed | — | — | +22.0% 47d | Missed |
DROP2021-11-08$44.65 RISE2022-03-07$30.11 PEAK2022-04-21$44.73 164d | -32.6% 119d | Missed | Missed | — | — | +48.6% 45d | Missed |
DROP2021-10-01$45.38 RISE2022-01-21$37.86 PEAK2022-02-15$44.49 137d | -16.6% 112d | Missed | Missed | — | — | +17.5% 25d | Missed |
DROP2021-10-01$45.38 RISE2021-12-01$33.53 PEAK2022-02-15$44.49 137d | -26.1% 61d | Missed | Missed | — | — | +32.7% 76d | Missed |
DROP2021-04-13$48.26 RISE2021-08-19$37.93 PEAK2021-10-01$45.38 171d | -21.4% 128d | Missed | Missed | — | — | +19.6% 43d | Missed |
DROP2020-06-08$36.97 RISE2020-09-24$29.01 PEAK2020-12-03$42.95 178d | -21.5% 108d | 2020-06-29 $28.61 | 2020-11-24 $41.26 | 87Quality on Sale | 43Watch | +48.1% 70d | +44.2% Held 148d |
DROP2020-06-08$36.97 RISE2020-07-30$24.94 PEAK2020-09-16$34.57 100d | -32.5% 52d | 2020-06-29 $28.61 | 2020-09-16 $34.57 | 87Quality on Sale | 51Watch | +38.6% 48d | +20.8% Held 79d |
DROP2020-01-17$62.03 RISE2020-05-15$19.19 PEAK2020-06-08$36.97 143d | -69.1% 119d | 2020-03-12 $33.71 | 2020-06-08 $36.97 | 86Quality on Sale | 83Quality on Sale | +92.7% 24d | +9.7% Held 88d |
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| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| DAL | +19.57% | +28.37% | +18.85% | +70.45% |
| XLI | +0.10% | -3.23% | +11.61% | +21.22% |
| Alpha (stock − sector) | +19.47% | +31.60% | +7.24% | +49.23% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| Berkshire | value | 39.81M | $2.65B | 1.01% | New | 2026-03-31 |
| FidelityFMR | fundamental | 27.50M | $1.83B | 0.10% | Unchanged | 2026-03-31 |
| StateStreet | passive | 23.46M | $1.56B | 0.05% | Added+1.3% | 2026-03-31 |
| Wellington | fundamental | 4.19M | $278.47M | 0.05% | Trimmed-69.7% | 2026-03-31 |
| Citadel | multi-strat | 294.2K | $19.56M | 0.03% | Trimmed-48.9% | 2026-03-31 |
| DEShaw | quant | 188.4K | $12.52M | 0.01% | Trimmed-65.7% | 2026-03-31 |
| Bridgewater | macro | 22.1K | $1.47M | 0.01% | Trimmed-70.5% | 2026-03-31 |
| TRowePrice | fundamental | 932.5K | $61.99K | 0.01% | Trimmed-1.9% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-28 | BELLEMARE ALAIN | EVP & Pres. - International | S Open-market sale | 25,000 | $81.44 | −$2.04M |
| 2026-05-28 | Ausband Allison C | EVP & Chief People Officer | S Open-market sale | 5,000 | $80.90 | −$404.5K |
| 2026-05-28 | Ausband Allison C | EVP & Chief People Officer | S Open-market sale | 5,000 | $79.00 | −$395.0K |
| 2026-05-26 | Ausband Allison C | EVP & Chief People Officer | M Option exercise(deriv) | 9,710 | — | +$0 |
| 2026-05-26 | Ausband Allison C | EVP & Chief People Officer | S Open-market sale | 9,710 | $76.00 | −$738.0K |
| 2026-05-26 | Ausband Allison C | EVP & Chief People Officer | M Option exercise | 9,710 | $51.23 | +$497.4K |
| 2026-05-26 | Ausband Allison C | EVP & Chief People Officer | S Open-market sale | 5,000 | $73.50 | −$367.5K |
| 2026-05-08 | BELLEMARE ALAIN | EVP & Pres. - International | S Open-market sale | 20,621 | $72.75 | −$1.50M |
| 2026-04-24 | McConnell Julia Ann | SVP, Controller & CAO | A Grant / award | 740 | — | — |
| 2026-04-15 | Laughter John E | EVP & Chief of Operations | S Open-market sale | 15,000 | $71.61 | −$1.07M |
| 2026-04-13 | Laughter John E | EVP & Chief of Operations | M Option exercise(deriv) | 9,080 | — | +$0 |
| 2026-04-13 | Laughter John E | EVP & Chief of Operations | M Option exercise(deriv) | 13,460 | — | +$0 |
| 2026-04-13 | Laughter John E | EVP & Chief of Operations | S Open-market sale | 69,304 | $68.15 | −$4.72M |
| 2026-04-13 | Laughter John E | EVP & Chief of Operations | M Option exercise | 9,080 | $39.78 | +$361.2K |
| 2026-04-13 | Laughter John E | EVP & Chief of Operations | M Option exercise | 13,460 | $58.89 | +$792.7K |
| 2026-04-03 | Snell Erik Storey | EVP & Chief Financial Officer | A Grant / award | 7,400 | — | — |
| 2026-04-03 | Carter Peter W | President | A Grant / award | 2,960 | — | — |
| 2026-04-03 | BELLEMARE ALAIN | EVP & Pres. - International | A Grant / award | 2,470 | — | — |
| 2026-04-03 | Janki Daniel C. | EVP & Chief Operating Officer | A Grant / award | 5,550 | — | — |
| 2026-02-27 | Bastian Edward H | Chief Executive Officer | S Open-market sale | 100,000 | $70.26 | −$7.03M |
| 2026-02-13 | Duggirala Amala | Chief Digital & Tech Officer | A Grant / award | 14,080 | — | — |
| 2026-02-10 | BELLEMARE ALAIN | EVP & Pres. - International | S Open-market sale | 35,212 | $75.20 | −$2.65M |
| 2026-02-10 | Carter Peter W | Chief External Affairs Officer | S Open-market sale | 27,000 | $74.82 | −$2.02M |
| 2026-02-10 | HAUENSTEIN GLEN W | President | M Option exercise(deriv) | 123,910 | — | +$0 |
| 2026-02-10 | HAUENSTEIN GLEN W | President | S Open-market sale | 137,159 | $75.27 | −$10.32M |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-09upcoming | 1.47 | — | — |
| 2026-04-08 | 0.57 | 0.64 | +11.35% |
| 2026-01-13 | 1.55 | 1.55 | +0.27% |
| 2025-10-09 | 1.53 | 1.71 | +11.87% |
| 2025-07-10 | 2.06 | 2.10 | +1.89% |
| 2025-04-09 | 0.39 | 0.46 | +19.14% |
| 2025-01-10 | 1.74 | 1.85 | +6.18% |
| 2024-10-10 | 1.52 | 1.50 | -1.16% |
| 2024-07-11 | 2.38 | 2.36 | -0.78% |
| 2024-04-10 | 0.36 | 0.45 | +24.16% |
| 2024-01-12 | 1.16 | 1.28 | +9.88% |
| 2023-10-12 | 1.95 | 2.03 | +4.32% |
| 2023-07-13 | 2.40 | 2.68 | +11.61% |
| 2023-04-13 | 0.29 | 0.25 | -13.21% |
| 2023-01-13 | 1.32 | 1.48 | +11.93% |
| 2022-10-13 | 1.53 | 1.51 | -1.46% |