Delta Air Lines

Delta Air Lines will release results for the quarter ended September 30 on Oct. 9, 2026. Twenty-one analysts see on average earnings per share of $2.01 (prior year $2.17) and revenue rising 5.49 percent to $17.59 billion. For the fiscal year, 24 analysts project an average EPS of $6.26 (prior year $7.66) and revenue of $66.44 billion on average. » More on finanzen.net

Raymond James sees Delta Air Lines as the most favorably positioned among publicly traded U.S. carriers for fourth quarter 2026, based on short-term capacity and fare trends. JetBlue Airways ranks second, while Alaska Air Group and Allegiant Travel are the most negatively affected. Analysts expect slightly negative industrywide capacity trends relevant to competition, with potential cuts mainly at American Airlines, Frontier and United. Changes resulting from Spirit Airlines’ market exit are seen by Raymond James as mostly positive, especially for JetBlue, Frontier, Delta and Southwest. » More on de.investing.com

Delta Air Lines is re-establishing a major presence in Texas by expanding service at Austin Bergstrom International Airport, announcing new nonstop flights to Paris and San Diego and increasing daily departures to 71 by March 2027. CEO-level comments emphasize Austin's booming economy and international demand; 15–20% of Delta's Austin passengers already connect, effectively functioning as a hub though not officially designated one. Austin's $5 billion airport expansion will add gates and longer runway capacity, supporting further Delta international expansion and challenging incumbents Southwest and American in the market. » More on forbes.com