Delta Air Lines, Inc. remains an ultra-bullish opportunity, with catalysts for consistent growth and undervalued shares despite recent volatility. The airline is executing a premium upsell strategy, boosting loyalty and premium revenues while maintaining strong free cash flow and manageable debt. Management targets 10% EPS growth and mid-teens operating margins, with potential for aggressive share buybacks as financial flexibility improves.
Delta Air Lines, Inc. (NYSE:DAL ) Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 10:45 AM EDT Company Participants Julie Stewart - Vice President of Investor Relations Glen W. Hauenstein - President Daniel Janki - Executive VP & CFO Conference Call Participants Ravi Shanker - Morgan Stanley, Research Division Presentation Ravi Shanker MD & Lead Analyst Great.
Delta Air Lines Inc (NYSE:DAL) shares dipped more than 4% to $58.71 in midday trading on Thursday after the air carrier said its third-quarter revenue is projected to increase 2% to 4% year over year compared with its previous forecast of flat to up 4%. Analysts expected 2.3% growth on average, according to data compiled by Bloomberg.
Delta Air Lines will discontinue service between Austin-Bergstrom International Airport and Midland, Texas, as part of the carrier's ongoing schedule adjustments.
The Delta jet had departed from Los Angeles to Shanghai on Jan. 14, 2020, when it needed to quickly return to Los Angeles International Airport.
Delta Air Lines (DAL) concluded the recent trading session at $62, signifying a +1.2% move from its prior day's close.
Fed rate cuts are likely, creating a strong setup for airline stocks as lower borrowing costs and rising demand act as catalysts through 2025. Delta Air Lines, Inc. offers stability and resilience with strong premium revenue, a robust loyalty program, and a healthy balance sheet, ideal for risk-averse investors. United Airlines Holdings, Inc. is a high-beta play with greater upside and risk, benefiting most from rate cuts due to its heavier floating-rate debt and global exposure.
In the most recent trading session, Delta Air Lines (DAL) closed at $57.84, indicating a -2.05% shift from the previous trading day.
Delta Air Lines Inc (NYSE:DAL) and United Airlines Holdings Inc (NASDAQ:UAL, ETR:UAL1) are facing lawsuits from passengers who say they paid extra for window seats but ended up next to blank walls. The cases, filed by law firm Greenbaum Olbrantz, seek millions of dollars in damages and refunds for more than a million customers of each airline.
Delta Air Lines and United Airlines were sued on Tuesday by passengers who claimed they paid extra money to sit in "window" seats, only to find themselves placed in seats next to a blank wall.
Delta's strong liquidity and dividend growth stand out as American Airlines faces debt, labor costs, and a weak earnings outlook.
In the latest trading session, Delta Air Lines (DAL) closed at $60.24, marking a +2.17% move from the previous day.