Delta Air Lines (DAL) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.72
- Estimate
- $1.76
- Surprise
- -2.1%
- Revenue (period 2026-09-30)
- $20.19B
- Score today
- 6.4/10
Revenue source: xbrl.
How the report landed
Delta Air Lines (DAL) missed the $1.76 estimate with adjusted EPS of $1.72 — a modest 2.1% shortfall.
Coverage in the report window
- Global Airline Industry’s Woes Go From Bad To Worse With Deadly Houthi Strikes On Riyadh Airport — benzinga, 2026-10-11
- Delta Reconsiders First-Ever US Airline Flights to Riyadh After Deadly Airport Attacks, CEO Ed Bastian Says ‘Safety Is G — benzinga, 2026-10-10
- Here's How Much $1000 Invested In Delta Air Lines 15 Years Ago Would Be Worth Today — benzinga, 2026-10-09
Where TrendMatrix's rating stands now
TrendMatrix currently rates DAL Sell at 6.4/10; no pre/post engine snapshot brackets this report.
2 of the last 4 quarters beat the estimate; this quarter's -2.1% surprise compares with a +3.5% four-quarter average. Next scheduled report: 2027-01-13.
What argues against it
- Quality below floor (3.6 < 4.0)
- NEWS:LEGAL
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $79.80
- Price target
- $90.70
- Stop
- $74.21
- Upside to target
- +13.7%
- Reward-to-risk
- 1.8:1
The stock trades at 16.3× trailing but 11.2× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-30 — shown for context, not personalized investment advice.
DAL at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Airlines
- Market cap
- $53.71B
- P/E (fwd)
- 11.2
- P/E (ttm)
- 16.3
- 52-week range
- $55.03–$95.68
- Off 52-week high
- 16.6%
- RSI (14)
- 50
- Volume vs avg
- 0.02×
- Score today
- 6.4/10