Delta Air Lines (DAL)
Recap: Q1 2026
Premium Reaches Parity With Main Cabin; Revenue Beats Decisively — But Fuel Spike Clouds Q2 Outlook and Stock Has Already Moved
Flashcap: Q1 2026
Premium Flywheel Intact; MRO Surge and Fuel Escalation Demand Answers at 10 AM
Recap: Q4 2025
Record Free Cash Flow and Premium Dominance Intact, but Main Cabin Drag and Below-Consensus FY26 Guide Create a Buying Opportunity
Recap: Q3 2025
Premium Flywheel Accelerates as Delta Delivers 180bp Margin Expansion and Guides Q4 to Record Territory
Recap: Q2 2025
Guidance Restoration Is the Real Story: Demand Stabilization, Premium Resilience, and a 25% Dividend Hike Validate the Q1 Thesis at a Still-Discounted Valuation
Recap: Q1 2025
Beat on Lowered Bar Masks the Real Story: Premium Moat Intact, Capacity Discipline Emerging, and a De-Rated Valuation at $44 Creates a Compelling Entry