2026-10-09 → 10-15 Earnings
Delta Cuts Guidance, Analyst Cites Strong Demand Jefferies analyst cites main cabin demand up 12% YoY, premium and loyalty revenue up 18%
D1 +0.0% · +5d -8.3%
› 7 waves of this story2026-10-09 Fuel surge pressures margins; FY EPS outlook cut sharply; shares down ~3% premarket2026-10-10 Fuel costs up $6B; FY FCF ~$2.5B2026-10-10 Rising fuel costs pressure margins, prompting lowered profit outlook2026-10-12 Surging fuel costs add $6B to annual bill, cut adjusted EPS forecast by ~25%2026-10-14 Fuel costs surged 62% to $4.14B, squeezing operating margins to 9.4%; still expects ~20% revenue growth in Dec quarter2026-10-15 After weak Q3, guidance cut as fuel and operating costs pressure profits2026-10-15 Jefferies analyst cites main cabin demand up 12% YoY, premium and loyalty revenue up 18%2026-10-12 → 10-13 Company
Delta Delays Atlanta-Riyadh Route to March 2027 Houthi missile strikes on Riyadh airport and FAA safety warning prompt Delta to reschedule inaugural flight
D1 -2.5% · since -5.9%
› 2 waves of this story2026-10-12 After Riyadh airport attacks and FAA warning, Delta postpones Oct 23 debut2026-10-13 Houthi missile strikes on Riyadh airport and FAA safety warning prompt Delta to reschedule inaugural flight17 earlier events › 2026-10-09 Earnings
Earnings report D1 +0.0% · +5d -8.3%
2026-10-02 → 10-09 Earnings
Delta Q3 Earnings Due; Fuel Costs & Guidance in Focus Multiple outlets and analysts focus on the report; options imply move, fuel costs key
D1 +0.0% · +5d -2.3%
› 7 waves of this story2026-10-02 Bullish sentiment builds ahead of earnings, but falling estimates and cost pressures raise concerns2026-10-03 Multiple sources flag upcoming earnings; revenue robust but EPS below guidance2026-10-05 Multiple sources confirm DAL reports this week, among first major companies of earnings season2026-10-05 Ahead of earnings, higher fuel and non-fuel costs plus refinery outage weigh2026-10-06 Ahead of earnings, traders position for volatility amid pressured consumers and higher oil prices2026-10-08 Options price 6-7% post-earnings move; 5 of last 8 reports stayed within, 3 exceptions were large upside2026-10-09 Multiple outlets and analysts focus on the report; options imply move, fuel costs key2026-10-09 8-K filing
8-K: Item 2.02, Item 9.01 D1 +0.0% · +5d -8.3%
2026-10-06 Company Bull
Delta and LATAM Mark Four Years of JV, Expanding Connectivity Across Americas Joint venture growth strengthens network and passenger benefits across the Americas
D1 +0.7% · +5d -4.9%
2026-10-02 Company
Delta Shuns Starlink, Musk Fumes; United Targets Its Loyalists Delta picks Amazon Wi-Fi, Musk criticizes; United status-match lures elites
D1 +0.0% · +5d -2.3%
2026-10-01 Company Bear
Musk Mocks Delta Wi-Fi, Starlink Gap Draws Attention Musk jabs Delta's in-flight Wi-Fi, contrasting United's Starlink rollout raises competitive concerns
D1 +0.8% · +5d -2.4%
2026-09-29 Company Bull
Delta Adds New Europe Nonstop Routes from Detroit and Boston Expands European network with new nonstops and extended seasonal service as transatlantic demand grows
D1 +1.0% · +5d -1.4%
2026-09-28 Analyst Bear
Delta pressured by rising fuel costs and analyst price target cut BMO trims PT to $100; oil rise threatens airline earnings; stock down 2.5%
D1 -1.1% · +5d -1.1%
2026-08-15 → 08-17 Capital Bull
Berkshire Boosts Delta Stake to 8.7% Regulatory filings show Berkshire increased Delta stake to 8.7%, reinforcing prior Q2 accumulation
D1 -2.0% · +5d -5.8%
› 3 waves of this story2026-08-15 Two major funds added DAL positions in Q2, signaling institutional interest2026-08-15 Berkshire's Q2 DAL purchase aligns with Druckenmiller's interest, signaling institutional attention2026-08-17 Regulatory filings show Berkshire increased Delta stake to 8.7%, reinforcing prior Q2 accumulation2026-08-09 Company Bear
Delta EVP Sells $3.8M in Shares Sale represents 28% of holdings, second insider sale this month
D1 -2.3% · +5d -1.8%
2026-08-07 → 08-08 Capital Bear
Delta CEO Sells ~207K Shares for $19.2M Following CEO sale, another insider cuts 28% of holdings after option exercise, extending exec selling trend
D1 -0.7% · +5d -2.2%
› 2 waves of this story2026-08-07 CEO Edward Bastian reduced direct holdings by 13% on Aug 4; confirmed by multiple independent sources2026-08-08 Following CEO sale, another insider cuts 28% of holdings after option exercise, extending exec selling trend2026-08-04 Insider selling Bear
Insider selling $26.1M (3) D1 +1.3% · +5d -2.5%
2026-07-27 Company
United Approached Delta About Potential Merger WSJ reports United CEO called Delta CEO last year to discuss a deal, but talks did not progress.
D1 +1.9% · +5d +5.7%
2026-07-13 → 07-23 Earnings Bull
Delta Air Lines Q2 Results Strong, Reaffirms 2026 Outlook Bessemer raised stake 105.3% in Q1; Joby-Virgin Atlantic deal expands Delta ties
D1 -1.4% · +5d -1.9%
› 4 waves of this story2026-07-13 Multiple sources confirm international demand and pricing offset record fuel costs2026-07-13 Multiple sources confirm Delta's reaffirmed guidance; CEO's comments on oil and demand add new details to the existing event.2026-07-17 Zacks compares DAL vs UAL Q2 beats, confirming resilient premium, international, corporate travel demand2026-07-23 Bessemer raised stake 105.3% in Q1; Joby-Virgin Atlantic deal expands Delta ties2026-07-10 8-K filing
8-K: Item 2.02, Item 9.01 D1 -1.8% · +5d -3.7%
2026-07-09 Earnings
Earnings report Record June quarter revenue of $17.7 billion, up 14% year-over-year with total unit revenue growth of 12.4%
D1 +2.0% · +5d -2.6%
2026-07-06 Analyst Bear
Raymond James downgrades to Outperform D1 -1.2% · +5d -6.0%
Related — this ticker is not the subject
2026-10-10 Related Company
Humana jumps as 95% of Medicare Advantage members land in 4-star plans The improved CMS ratings could mean bigger bonus payments, while investors also weigh changes to member giveaways.
D1 -2.5% · since -5.9%
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