Delta Air Lines stock gains 1.72 percent as earnings near

Published on 09/23/2026 at 12:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Delta Air Lines stock closed at USD 83.92 on September 22, 2026, after a 1.72 percent gain. Quarterly revenue reached USD 17.67 billion.

Fotorealistisches Passagierflugzeug auf Flughafen-Vorfeld bei Sonnenaufgang mit Bodenabfertigung — Delta Air Lines Inc. Passagierflugzeug beim Sonnenaufgang am Gate mit Bodenabfertigung, ISIN US2473617023, Illustration mit AI erstellt.

Delta Air Lines stock (ISIN US2473617023) closed at USD 83.92 on the NYSE on September 22, 2026, up 1.72 percent from the prior close. The move came as lower oil prices eased pressure across airline stocks and ahead of Delta's next scheduled earnings release.

Revenue reaches USD 17.67 billion

Delta Air Lines reported revenue of USD 17.67 billion for the quarter ended before its July 9, 2026 earnings announcement, according to MarketBeat on September 22, 2026. Revenue increased 18.7 percent year over year and exceeded the cited analyst expectation of USD 17.43 billion by USD 240 million.

Adjusted earnings were USD 1.56 per share in that quarter, compared with USD 2.10 per share in the prior-year quarter. The result still exceeded the cited consensus estimate of USD 1.49 by USD 0.07, while the reported net margin was 5.79 percent, according to MarketBeat on September 22, 2026.

Oil prices support airline shares

The current market backdrop is tied to fuel costs. A September 23, 2026 market report said lower oil prices were easing cost pressure for airlines and valued Delta's airline segment at about USD 61.7 billion in revenue, with refinery operations contributing USD 8.2 billion, according to Yahoo Finance on September 23, 2026.

That fuel sensitivity gives the stock a second earnings variable beyond passenger demand. Delta's quarterly revenue growth of 18.7 percent contrasts with the 25.7 percent year-over-year decline in adjusted earnings per share from USD 2.10 to USD 1.56, making margin development more important than revenue alone.

Stock remains below yearly high

The September 21, 2026 close of USD 82.64 stood above the 200-day moving average of USD 77.79 and below the cited 52-week high of USD 95.68. The same market snapshot put the 52-week low at USD 55.03, showing a USD 40.65 spread between the low and high.

MarketBeat reported a Moderate Buy consensus and an average 12-month price target of USD 100.36 on September 22, 2026. A separate market page reported that Rothschild and Co Redburn raised its target to USD 105 from USD 104 while retaining a Buy rating on September 22, 2026, according to Robinhood.

Next results date is October 9

Delta is scheduled to announce its next earnings results on October 9, 2026, according to Yahoo Finance on September 22, 2026. The cited consensus calls for quarterly earnings of USD 2.03 per share, representing projected year-over-year growth of 18.71 percent, and revenue of USD 17.67 billion, up 6 percent from the year-ago period.

Delta stock closes at USD 83.92

Delta Air Lines stock closed at USD 83.92 on the NYSE on September 22, 2026, with a daily gain of 1.72 percent. Market capitalization was USD 52.35 billion as of September 22, 2026, while volume on September 21, 2026, was 9,139,525 shares.