Delta Air Lines (DAL) Expected to Report Q4 Revenue Growth to $15.69B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 12 2026
0mins
Should l Buy DAL?
Source: seekingalpha
- Earnings Expectations: Delta Air Lines anticipates Q4 EPS of $1.55, reflecting a 16.2% year-over-year decline, while revenue is projected to grow 0.8% YoY to $15.69B, indicating resilience amid challenges.
- Management Outlook: During the Q3 earnings call, management projected Q4 revenue growth of 2% to 4%, with EPS ranging from $1.60 to $1.90 and an operating margin of 10.5% to 12%, suggesting optimism about future performance.
- Market Ratings: Wells Fargo rated DAL as Overweight with a price target of $87, indicating a 20% upside from the January 9 close of $72.31, reflecting confidence in its premium network and strong corporate share.
- Stock Performance: Over the past two years, DAL has beaten EPS estimates 75% of the time, although in the last three months, EPS estimates saw three upward revisions against 13 downward revisions, highlighting market uncertainty about its future performance.
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Analyst Views on DAL
Wall Street analysts forecast DAL stock price to rise
18 Analyst Rating
18 Buy
0 Hold
0 Sell
Strong Buy
Current: 64.250
Low
77.00
Averages
83.50
High
90.00
Current: 64.250
Low
77.00
Averages
83.50
High
90.00
About DAL
Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo throughout the United States and around the world. The Company has hubs and markets in Amsterdam, Atlanta, Bogota, Boston, Detroit, Lima, London-Heathrow, Los Angeles, Mexico City, Minneapolis-St. Paul, New York-JFK and LaGuardia, Paris-Charles de Gaulle, Salt Lake City, Santiago (Chile), Sao Paulo, Seattle, Seoul-Incheon, and Tokyo. Its segments include Airline and Refinery. Its airline segment is managed as a single business unit that provides scheduled air transportation for passengers and cargo throughout the United States and around the world and includes its loyalty program, as well as other ancillary businesses. Its refinery segment operates for the benefit of the airline segment by providing jet fuel to the airline segment from its own production and through jet fuel obtained through agreements with third parties. The refinery's production consists of jet fuel as well as non-jet fuel products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Inflationary Pressures: Rising Treasury yields have led to increased expectations that the Federal Reserve may delay interest rate cuts, with former Treasury Secretary Yellen noting that the conflict could hinder U.S. economic growth and exacerbate inflationary pressures, complicating monetary policy.
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