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DALNYSE
DELTA AIR LINES, INC.
Air Transportation, Scheduled · DE · CIK 27904
Delta Air Lines connects customers globally through its expansive network, prioritizing safety, reliability, and personalized travel experiences
🔥 High media attention
$54.57B
Market cap
$93.17
Last close
+0.7%
1D
+8.4%
5D
6.4M
Volume
Price · last 39 sessions+36.0%
May 4L $67.76 · H $93.17Jun 29
266
Total filings
Jun 22, 2026
Last filing
12/31
Fiscal year end
8-KShareholder VoteJun 22, 20268-KMaterial Agreement · New Debt / ObligationJun 12, 2026SC 13D/ASC 13D/AJun 2, 2026DEFA14ADEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALSApr 24, 2026DEF 14ADEFINITIVE PROXY STATEMENTApr 24, 202610-Q10-QApr 8, 20268-KResults of OperationsApr 8, 20268-KReg FD DisclosureMar 17, 20268-KExecutive ChangeMar 5, 20268-KExecutive ChangeFeb 13, 202610-K10-KFeb 11, 20268-KMaterial AgreementJan 27, 20268-KMaterial Agreement · Results of OperationsJan 13, 20268-KExecutive ChangeDec 17, 20258-KReg FD DisclosureDec 3, 202510-Q10-QOct 9, 20258-KResults of OperationsOct 9, 20258-KMaterial Agreement · New Debt / ObligationSep 30, 20258-KReg FD DisclosureSep 11, 202510-Q10-QJul 10, 20258-KResults of OperationsJul 10, 20258-KExecutive Change · Shareholder VoteJun 20, 20258-KMaterial Agreement · Company UpdateJun 10, 2025424B5424B5Jun 9, 2025424B5424B5Jun 4, 20258-KReg FD DisclosureMay 9, 20258-KReg FD DisclosureMay 1, 20258-K/AExecutive ChangeApr 25, 2025DEFA14ADEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALSApr 25, 2025DEF 14ADEFINITIVE PROXY STATEMENTApr 25, 202510-Q10-QApr 9, 20258-KResults of OperationsApr 9, 20258-KReg FD DisclosureMar 10, 202510-K10-KFeb 11, 20258-KExecutive ChangeJan 15, 20258-KResults of OperationsJan 10, 20258-KExecutive ChangeDec 13, 20248-KReg FD DisclosureNov 20, 202410-Q10-QOct 10, 20248-KResults of OperationsOct 10, 20248-KReg FD DisclosureSep 12, 20248-KExecutive ChangeAug 23, 20248-KReg FD DisclosureAug 8, 202410-Q10-QJul 11, 20248-KResults of OperationsJul 11, 20248-KShareholder VoteJun 21, 20248-K/AExecutive ChangeJun 20, 20248-KExecutive ChangeApr 26, 2024DEFA14ADELTA AIR LINES INC - DEFA14AApr 26, 2024DEF 14ADELTA AIR LINES INC - DEF 14AApr 26, 202410-Q10-QApr 10, 20248-KResults of OperationsApr 10, 20248-KReg FD DisclosureMar 12, 202410-K10-KFeb 12, 20248-KMaterial Agreement · Results of OperationsJan 12, 20248-KReg FD DisclosureDec 6, 20238-KMaterial Agreement · New Debt / ObligationNov 8, 20238-KNew Debt / ObligationNov 3, 202310-Q10-QOct 12, 20238-KResults of OperationsOct 12, 20238-KExecutive ChangeOct 2, 20238-KReg FD DisclosureSep 14, 202310-Q10-QJul 13, 20238-KResults of OperationsJul 13, 20238-KReg FD DisclosureJun 27, 20238-K/AExecutive ChangeJun 15, 20238-KShareholder VoteJun 15, 20238-KReg FD DisclosureJun 15, 20238-KExecutive ChangeMay 23, 2023DEFA14ADELTA AIR LINES INC - DEFA14AApr 28, 2023DEF 14ADELTA AIR LINES INC - DEF 14AApr 28, 20238-KExecutive ChangeApr 28, 202310-Q10-QApr 13, 20238-KResults of OperationsApr 13, 20238-KReg FD DisclosureMar 14, 202310-K10-KFeb 10, 20238-KResults of OperationsJan 13, 20238-KReg FD DisclosureDec 14, 20228-KReg FD DisclosureDec 14, 20228-KBylaw AmendmentDec 9, 2022
Insider Activity
In the 90 days to Feb 26, 2026: 8 sold $77.9M.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Feb 26, 2026 | Bastian Edward HChief Executive Officer | Sell | 100,000 | $70.26 | $7.0M |
| Feb 9, 2026 | Hauenstein Glen WPresident | Sell | 137,159 | $75.27 | $10.3M |
| Feb 9, 2026 | Sear Steven MEVP - Global Sales & Distrib | Sell | 38,600 | $75.05 | $2.9M |
| Feb 9, 2026 | Bellemare AlainEVP & Pres. - International | Sell | 35,212 | $75.20 | $2.6M |
| Feb 6, 2026 | Hauenstein Glen WPresident | Sell | 165,864 | $71.00 | $11.8M |
| Feb 6, 2026 | Hauenstein Glen WPresident | Sell | 123,910 | $74.77 | $9.3M |
| Feb 6, 2026 | Carter Peter WChief External Affairs Officer | Sell | 27,000 | $74.82 | $2.0M |
| Feb 5, 2026 | Samant Rahul DEVP & Chief Info Officer | Sell | 62,528 | $70.18 | $4.4M |
| Feb 5, 2026 | Hauenstein Glen WPresident | Sell | 13,576 | $71.00 | $964K |
| Feb 2, 2026 | Carroll William CSVP, Fin & Controller | Sell | 5,967 | $68.10 | $406K |
| Jan 16, 2026 | Snell Erik StoreyEVP & Chief Cust Exper Officer | Sell | 39,420 | $71.02 | $2.8M |
| Jan 15, 2026 | Bastian Edward HChief Executive Officer | Sell | 173,230 | $71.00 | $12.3M |
| Jan 15, 2026 | Bellemare AlainEVP & Pres. - International | Sell | 36,000 | $69.21 | $2.5M |
| Jan 15, 2026 | Carter Peter WChief External Affairs Officer | Sell | 14,300 | $70.30 | $1.0M |
| Jan 14, 2026 | Samant Rahul DEVP & Chief Info Officer | Sell | 40,460 | $69.57 | $2.8M |
| Jan 14, 2026 | Sear Steven MEVP - Global Sales & Distrib | Sell | 31,290 | $69.69 | $2.2M |
| Jan 14, 2026 | Hauenstein Glen WPresident | Sell | 20,000 | $70.00 | $1.4M |
| Jan 14, 2026 | Samant Rahul DEVP & Chief Info Officer | Sell | 16,543 | $69.57 | $1.2M |
| Oct 21, 2025 | Laughter John EEVP & Chief of Operations | Sell | 23,323 | $62.33 | $1.5M |
| Oct 15, 2025 | Carroll William CSVP, Fin & Controller | Sell | 14,010 | $61.25 | $858K |
Open-market buys & sells (Form 4, transaction codes P/S). Source: SEC structured insider data.
What Changed
Risk factors · Feb 11, 2025 → Feb 11, 202692 added · 78 removed between the two most recent 10-Ks. The risks a company starts — or stops — disclosing are often the story.
Newly disclosed
- In 2025, we launched the beta version of Delta Concierge, an AI-powered virtual assistant within the Delta app, which aims to deliver real-time travel support for our customers.
- For example, we own a 2% equity interest in China Eastern, with whom we have a strategic joint marketing and commercial cooperation arrangement covering traffic flows between China and the U.S.
- In our operations, we are beginning to adopt artificial intelligence ("AI") models to help us route and distribute bags with short timeframes to make connections in our hubs and make gating decisions that are aimed at keeping flights on time.
- In addition, if we are unable to develop or deploy new technologies, including AI‑enabled capabilities, as quickly or effectively as our competitors, or if our investments do not deliver expected benefits, our ability to compete and meet customer expectations could be adversely affected.
- AI‑enabled tools may also be used to generate, manipulate or amplify inaccurate, misleading or fabricated content, including social media posts, images or videos, which may be difficult to promptly identify or correct.
- On September 15, 2025, the DOT issued a final order terminating the antitrust immunity for our joint cooperation agreement with Aeroméxico and directed us and Aeroméxico to wind down certain joint operations that were covered by the immunity by January 1, 2026.
- How We Fly In 2025, we met and exceeded our near-term operational fuel efficiency target of 1% fuel burn savings, by delivering over 55 million gallons of jet fuel savings from operational improvements as compared to 2019 and relative to what we would have used if we had not undertaken any fuel efficiency efforts, not including fleet renewal.
- Domestic airline employees represented by collective bargaining agreements by group Employee Group Approximate Number of Employees Represented Union Date on which Collective Bargaining Agreement Becomes Amendable Delta Pilots 17,260 ALPA December 31, 2026 Delta Flight Superintendents (Dispatchers) 530 PAFCA August 1, 2030 Endeavor Pilots 1,770 ALPA January 1, 2029 Endeavor Flight Attendants 1,910 AFA March 31, 2027 In addition to the domestic airline employee groups discussed above, approximately 200 refinery employees of Monroe are represented by the United Steel Workers under an agreement that expires on February 28, 2026.
- On September 15, 2025, the DOT issued a final order terminating the antitrust immunity for our joint cooperation agreement with Aeroméxico and directed us and Aeroméxico to wind down certain joint operations that were covered by the immunity by January 1, 2026.
- New and emerging technologies, including AI‑based tools and services, may not perform as intended, may be difficult to implement, integrate or scale, or may require ongoing training, monitoring and refinement.
- The Dutch government has issued a revised plan, which is the subject of renewed litigation brought by airlines, including Delta and KLM, and by groups representing residents around Schiphol Airport.
- Significant damage to our reputation and brand could have a material adverse effect on our business and financial results, including as a result of litigation related to any of these matters.
No longer disclosed
- For example, the DOT's approval of and antitrust immunity grant for our joint cooperation agreement with Aeroméxico is subject to a pending renewal application with the DOT, which was tentatively dismissed pursuant to an Order to Show Cause issued by the DOT on January 26, 2024.
- In recognition of our unwavering commitment to operational performance, we were honored for the fourth consecutive year with the Cirium Platinum Award for global operational excellence in January 2025 and named the most on-time airline in North America.
- The grant of antitrust immunity for our joint cooperation agreement with Aeroméxico is subject to a pending renewal application with the DOT, which was tentatively dismissed pursuant to an Order to Show Cause issued by the DOT on January 26, 2024.
- Following the installation of split-scimitar winglets on our Boeing 737-900ER fleet in 2021, we expect to complete similar modifications on the Boeing 737-800 fleet by the end of 2025, an enhancement expected to drive over three million gallons of fuel savings annually.
- Cumulatively, fleet renewal and optimization efforts have led to a 6.6% improvement in fleet-wide fuel efficiency since 2019. • Pursuing future aviation technologies : Our sustainability strategy aims to introduce revolutionary aircraft into our fleet.
- In 2024, these fuel efficiency efforts allowed us to save approximately 44 million gallons of jet fuel in comparison to fuel consumption in 2019, based on our projected fuel usage had we not undertaken these initiatives. • Plastic waste reduction : In late 2024, we began using a new paper cup on board international flights with plans to expand use across all domestic flights in the first half of 2025.
- In 2024, we used over 14 million gallons of SAF onboard our aircraft, a small fraction of our overall fuel consumption but more than four times our 2023 SAF utilization. • Building coalitions for the future : We are a founding member of the Minnesota SAF Hub, a first-of-its-kind partnership among corporations seeking to collaborate on scaling SAF production.
- Our work with the Minnesota SAF Hub reached a key milestone in 2024, announcing the development of the first SAF blending facility in Minnesota, a collaboration between Delta and Flint Hills Resources, which is expected to blend up to 30 million gallons of SAF annually once fully operational.
- We leverage business insights, strengthen employee satisfaction and offer educational and development opportunities to employees through our four employee engagement groups and our twelve employee resource groups, which we refer to as business resource groups, totaling membership of more than 40,000 as of December 31, 2024.
- Domestic airline employees represented by collective bargaining agreements by group Employee Group Approximate Number of Employees Represented Union Date on which Collective Bargaining Agreement Becomes Amendable Delta Pilots 17,380 ALPA December 31, 2026 Delta Flight Superintendents (Dispatchers) (1) 500 PAFCA November 1, 2024 Endeavor Pilots 1,540 ALPA January 1, 2029 Endeavor Flight Attendants 1,700 AFA March 31, 2027 (1) We are in discussions with representatives of PAFCA regarding terms of the collective bargaining agreement that became amendable on November 1, 2024.
- In addition to the domestic airline employee groups discussed above, approximately 200 refinery employees of our wholly owned subsidiary, Monroe Energy, LLC ("Monroe") are represented by the United Steel Workers under an agreement that expires on February 28, 2026.
- The Wall Street Journal named us the top airline of 2024 among the nine major U.S. airlines in its annual airline scorecard for the fourth consecutive year, leading the industry in on-time arrivals and fewest involuntary denied boardings.
In the News
🔥 High media attentionCoverage (30d): 7 reputable articles · skews – neutral.
MarketWatchDelta Air Lines Inc. stock underperforms Thursday when compared to competitors despite daily gains11d agoMarketWatchDelta Air Lines Inc. stock outperforms competitors despite losses on the day12d agoMarketWatchDelta Air Lines Inc. stock underperforms Tuesday when compared to competitors13d agoMarketWatchDelta Air Lines Inc. stock underperforms Friday when compared to competitors despite daily gains17d agoMarketWatchDelta Air Lines Inc. stock underperforms Wednesday when compared to competitors19d agoMarketWatchDelta Air Lines Inc. stock underperforms Tuesday when compared to competitors despite daily gains20d ago
Reputable outlets only (Reuters, WSJ, CNBC, Barron's, and peers). More on Google News ↗
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