Delta Air Lines, INC

Market Movers (8-K)

NYSE
Delta Air Lines announced robust financial results for the June quarter of 2026, exceeding guidance with strong demand and operational execution, leading to a double-digit return on invested capital.
NYSE
Delta Air Lines announced March quarter 2026 financial results, exceeding revenue expectations due to robust demand, while navigating increased fuel costs.
NYSE
Delta Air Lines raises its first-quarter revenue guidance and reaffirms its path to mid-teens operating margins, highlighting strong demand and differentiated performance.
Better than expected
Delay expected
NYSE
Delta Air Lines announces key executive appointments, including a new President, Chief Operating Officer, and Chief Financial Officer, following the retirement of a long-serving operations leader.
NYSE
Delta Air Lines announces the retirement of its principal accounting officer and the appointment of a successor, effective April 1, 2026.
NYSE
Delta Air Lines has entered a definitive agreement with Airbus to acquire 31 new widebody aircraft, with deliveries commencing in 2029.
Capital raise

Quarterly Earnings (10-Q)

NYSE
Delta Air Lines, Inc. has entered into a new $2.65 billion revolving credit facility, refinancing its existing agreement and extending maturity dates.
NYSE
Delta Air Lines, Inc. reported its Q1 2026 financial results, showing increased revenue but a net loss driven by investment valuation changes and higher operating expenses.
Worse than expected
NYSE
Delta Air Lines reports strong third-quarter 2025 financial results with increased operating income and net income, driven by premium product demand and effective debt management.
Better than expected
Capital raise
Delay expected
NYSE
Delta Air Lines announced a significant surge in net income and earnings per share for the second quarter and first half of 2025, driven by non-operating gains and effective debt management, despite flat total revenue and a decline in operating income.
Better than expected
Capital raise
Delay expected
NYSE
Delta Air Lines' first quarter 2025 results show a revenue increase of 2% driven by premium products and international travel, though operating income decreased slightly.
Delay expected
Worse than expected
NYSE
Delta Air Lines experienced a mixed third quarter, with revenue growth offset by significant operational disruptions and increased costs.
Worse than expected
Delay expected

Annual Reports (10-K)

NYSE
Delta Air Lines reports a profitable 2024, driven by strong demand and strategic investments, while prioritizing debt reduction and environmental sustainability.
Delay expected
NYSE
Delta Air Lines has amended its Management Incentive Plan (MIP) to link pay with performance and align management interests with other employees and stakeholders, while also establishing a clawback policy for executive officers.

Insider Trading (Form 4)

NYSE
Delta Air Lines EVP and Chief People Officer Allison C. Ausband sold 10,000 shares of common stock across two transactions in May 2026.
NYSE
Delta Air Lines EVP & President of International Alain Bellemare sold 25,000 shares of common stock on May 27, 2026.
NYSE
Delta Air Lines EVP & Chief People Officer Allison C. Ausband reported transactions involving company common stock and employee stock options.
NYSE
Alain Bellemare, EVP & President International at Delta Air Lines, sold 20,621 shares of common stock on May 7, 2026.
NYSE
Delta Air Lines SVP, Controller & CAO Julia Ann McConnell was granted 740 shares of restricted common stock.
NYSE
Delta Air Lines EVP and Chief of Operations John E. Laughter sold 15,000 shares of common stock on April 14, 2026.

Proxy Statements (Def-14A)

NYSE
Delta Air Lines has set its 2025 Annual Meeting for June 19, 2025, and is providing shareholders with details on how to vote on key proposals.
NYSE
Delta Air Lines' upcoming annual meeting will address key issues including director elections, executive compensation, and a shareholder proposal on written consent.
Better than expected
NYSE
Delta Air Lines has filed a definitive proxy statement with the SEC.
NYSE
Delta Air Lines' proxy statement outlines key proposals for the annual shareholder meeting, including director elections, executive compensation, and environmental, social, and governance (ESG) initiatives.
Better than expected

Institutional Holdings (13F)

NYSE
Delta Air Lines, Inc. filed its Q4 2025 13F-HR report, revealing significant sole holdings in Wheels Up Experience, Joby Aviation, and Republic Airways Holdings.
NYSE
Delta Air Lines, Inc. has filed its Form 13F-HR, revealing its equity holdings as of September 30, 2025, totaling $662.85 million across two companies.
NYSE
Delta Air Lines, Inc. reported its institutional equity holdings for the quarter ended June 30, 2025, totaling $398.32 million across two companies.
NYSE
Delta Air Lines, Inc. reports its Q1 2025 holdings, including significant positions in Wheels Up Experience Inc. and Joby Aviation Inc.
NYSE
Delta Air Lines' latest 13F filing reveals significant holdings in Wheels Up Experience Inc. and Joby Aviation Inc. as of December 31, 2024.
NYSE
Delta Air Lines has filed its quarterly 13F report, disclosing its equity holdings as of September 30, 2024, with a total value of approximately $837.4 million.

Schedule 13D - Activist Investments

NYSE
Delta Air Lines has entered into a $100 million unsecured term loan agreement with Wheels Up Experience Inc., further solidifying its financial support for the company.
Capital raise

Schedule 13G - Passive Investments

NYSE
Warren Buffett and Berkshire Hathaway have filed a Schedule 13G reporting a 6.1% beneficial ownership stake in Delta Air Lines, Inc.
NYSE
Vanguard Capital Management has filed a Schedule 13G reporting a 7.23% beneficial ownership stake in Delta Air Lines Inc.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting 0% beneficial ownership in Delta Air Lines Inc. following an internal realignment.
NYSE
Delta Air Lines, Inc. has filed a Schedule 13G, revealing its beneficial ownership of 18.7% of Grupo Aeromexico, S.A.B. de C.V.'s common shares.
NYSE
Delta Air Lines, Inc. has reported a 14.4% beneficial ownership stake in Republic Airways Holdings Inc., holding 6,770,601 shares of common stock.
NYSE
Delta Air Lines, Inc. has filed an Amendment No. 1 to its Schedule 13G, announcing the complete divestment of its Class A common stock holdings in Clear Secure, Inc., marking its exit as a beneficial owner.