Stock AnalizDelta Air Lines (DAL) earnings for the quarter ended September 2026: EPS misses estimates
Delta Air Lines reported results for the quarter ended September 2026 on October 9, 2026. Adjusted earnings per share came in at $1.72 against the analysts’ average forecast of $1.76, a miss of 2.1%.
Revenue for the quarter was $20.19 billion, up 21.1% from $16.67 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 0.0% on the first trading day after the report.
The last four quarters
Delta Air Lines has beaten the analysts’ EPS forecast in 2 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $1.72 | $1.76 | −2.1% | +21% | +0.0% |
| Jun 2026 | $1.56 | $1.49 | +4.5% | +19% | −3.2% |
| Mar 2026 | $0.64 | $0.57 | +11.3% | +13% | +3.4% |
| Dec 2025 | $1.55 | $1.55 | +0.3% | +3% | −3.6% |
What comes next
Analysts expect EPS of $1.42 for the next quarter on average and $5.35 for the fiscal year ending December 31, 2026.
The average analyst price target is $100.98, 17% above the current price of $86.25.
Valuation and score
Delta Air Lines scores 2.4 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 17.2, and its intrinsic value under moderate assumptions is about 44% below the current market value. Full Delta Air Lines analysis with 10 years of financials
Frequently asked questions
What was Delta Air Lines’s EPS for the quarter ended September 2026?
$1.72 adjusted per share, against an analyst consensus of $1.76.
How much revenue did Delta Air Lines report?
$20.19 billion, up 21.1% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.