Company intelligenceDAL
Delta Air Lines
NYSE · Air Transportation, Scheduled
Q3 FY2026Quarter ended Sep 30, 2026Data as of Oct 19, 2026
This quarter's figures come from the company's SEC filing.
Blockhaven company read
Revenue grew 21.1% year over year, accelerating from 18.7% in the prior quarter.
Operating margin compressed 290 basis points year over year to 7.2%. GAAP operating income fell 13.7% year over year to $1.45 billion.
Business trendMixedRevenue growth accelerated, operating margin narrowed and GAAP operating income weakened.
Latest reported quarter
RevenueGAAP
- Latest
- $20.2 billion
- Year ago
- $16.7 billion
- Change
- +21.1% (Up year over year)
Operating incomeGAAP
- Latest
- $1.45 billion
- Year ago
- $1.68 billion
- Change
- −13.7% (Down year over year)
Net incomeGAAP
- Latest
- $756 million
- Year ago
- $1.42 billion
- Change
- −46.6% (Down year over year)
Diluted EPSGAAP
- Latest
- $1.15
- Year ago
- $2.17
- Change
- −47.0% (Down year over year)
Diluted sharesGAAP
- Latest
- 659.0 million
- Year ago
- 654.0 million
- Change
- +0.8% (Up year over year)
Operating cash flowGAAP
- Latest
- $1.71 billion
- Year ago
- $1.85 billion
- Change
- −7.3% (Down year over year)
Derived from year-to-date filings
Cash and equivalentsGAAP
- Latest
- $3.79 billion
- Year ago
- $3.79 billion
- Change
- −0.1% (Down year over year)
| Measure | Basis | Latest quarter | Year ago | Change |
|---|---|---|---|---|
| Revenue | GAAP | $20.2 billion | $16.7 billion | +21.1% (Up year over year) |
| Operating income | GAAP | $1.45 billion | $1.68 billion | −13.7% (Down year over year) |
| Net income | GAAP | $756 million | $1.42 billion | −46.6% (Down year over year) |
| Diluted EPS | GAAP | $1.15 | $2.17 | −47.0% (Down year over year) |
| Diluted shares | GAAP | 659.0 million | 654.0 million | +0.8% (Up year over year) |
| Operating cash flowDerived from year-to-date filings | GAAP | $1.71 billion | $1.85 billion | −7.3% (Down year over year) |
| Cash and equivalents | GAAP | $3.79 billion | $3.79 billion | −0.1% (Down year over year) |
This quarter's figures come from the company's SEC filing. GAAP unless labelled. Non-GAAP and company-defined measures are labelled.
Growth and margins
Revenue growth
+21.1%
Accelerating versus +18.7% in the prior quarter (year over year, GAAP).
Margins (GAAP)
- Operating margin 7.2%Compressed −290 bp vs 10.1% a year ago
- Net margin 3.7%Compressed −475 bp vs 8.5% a year ago
Guidance
StatusNone found in the latest release
Sources and dates
Filings and dates
- SEC filings (10-Q, 10-K financial data)
- Data as of Oct 19, 2026. Quarter ended Sep 30, 2026.
Data health
Figures cross-checked against SEC filings.
- SEC company recordAvailable
- SEC financial dataAvailable
- Earnings releaseUnavailable
Descriptive company facts from SEC filings and the issuer's own earnings release. GAAP figures are labelled as such. Not investment advice, a rating or a recommendation. Disclosures