Delta Air Lines, Inc. (DAL)

The company now

Delta reported its September-quarter results on 9 October 2026: operating revenue of $20.2 billion, up 21 percent, but net income of $756 million against $1,417 million a year before 1. The squeeze came from fuel, whose average price rose to $3.80 a gallon from $2.26, lifting fuel expense to $4.35 billion 1.

Demand itself was strong: premium ticket revenue and loyalty revenue each grew 18 percent, and the payments American Express makes for SkyMiles grew 15 percent 1. Chief executive Ed Bastian said the company expects a full-year pre-tax profit of roughly $4.5 billion, "absorbing a $6 billion increase in fuel costs" 1.

The open questions are fuel, the Middle East and labor 1113. The December-quarter outlook assumes an all-in fuel price of about $4.25 a gallon, and on 12 October Delta pushed its planned Atlanta to Riyadh route back to March 2027, citing "evolving developments in the region" 111. The pilots' contract becomes amendable on 31 December 2026 3.

As of Oct 28, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.