Delta Air Lines (DAL)
NYSEIndustrialsAirlinesSnapshot 2026-07-07
$88.63-3.33%
Close 2026-07-07 · 1-day change
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Track DAL free→Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Delta Air Lines must maintain steady growth to justify its current price. Revenue grew 9.4% year over year, and the last quarter beat expectations. It trades at 15× P/E, while the peer median is 32×. This suggests that the price reflects less growth than expected. A specific risk is the potential for a guidance cut, with an 18% miss probability. Peer multiples imply a price about 19% above where it trades.
Trailing returns as of 2026-07-07. DAL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 26 analysts currently covering DAL (as of Jul 2026).
Based on 9 Wall Street analysts offering 12-month price targets for DAL in the last 4 months.
A consensus fair price across 14 valuation methods, at three horizons. Current price $88.63. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Passenger Airlines — fair value, gap to price, and forward P/E.
Threatens: Enhance operational resilience
Operational resilience is compromised by mid-flight engine warning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $88.63
The last 12 months of price, then the range of analyst 12-month targets from today’s $88.63.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Reduce capacity growth to protect margins
Rising crude oil prices threaten margin protection efforts.
Changes in fare perks may impact customer satisfaction and margins.
Incident raises safety and operational concerns.
Advances: Strengthen investment-grade balance sheet
Dividend raise signals commitment to strengthening balance sheet.
Earnings miss and light guidance may impact investor confidence.
Threatens: Enhance operational resilience
Operational disruption could impact resilience objectives.
Flight safety incidents could impact operational reliability.