{"filings":[{"id":97860,"accession_number":"0000027904-26-000020","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2026-04-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delta Q1 adj. EPS $0.64 in line; guides Q2 EPS $1.00-$1.50 on fuel headwinds","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Non-GAAP EPS $0.64, revenue $14.2B (+9.4% YoY), operating margin 4.6%.","GAAP net loss $289M ($0.44 loss) on third-party refinery sales and investment mark-to-market.","June quarter guidance: revenue up low-teens YoY, EPS $1.00-$1.50, pre-tax profit ~$1B.","Fuel price expected ~$4.30/gal in Q2 (vs $2.62 in Q1); refinery benefit ~$300M.","Adjusted net debt $13.5B, below 2019; free cash flow $1.2B in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":15854000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113026,"accession_number":"0001683168-26-001875","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delta raises Q1 revenue guidance to high single-digit growth; reaffirms earnings range","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Revenue growth guidance raised to high single-digit YoY from initial +5-7% range for March quarter.","MRO revenue expected to grow ~150% YoY in Q1, contributing ~2 pts to total revenue growth.","Non-fuel unit costs guided up mid-single digits YoY to ~14.80-15.10 cents vs 14.23 cents prior year.","2025 free cash flow $4.6B, ROIC 12%, net leverage 1.9x; targets mid-teens margin and $3-5B annual FCF.","AMEX remuneration reached $6.8B in 2025 on track to $10B; premium revenue hit $19B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113025,"accession_number":"0001683168-26-001510","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Delta announces leadership changes; Carter named President, Janki COO, Snell CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Laughter, EVP Chief of Operations and President of Delta TechOps, retires effective April 30, 2026 after 30+ years.","Peter Carter promoted to President, Dan Janki named COO, Erik Snell appointed CFO, effective April 1, 2026.","Alicia Tillman departs as CMO; Ranjan Goswami named Chief Marketing and Product Officer.","Alain Bellemare adds Chairman of Delta TechOps role; all new leaders report to CEO Ed Bastian.","Carter, Janki, Snell, and Goswami appointed to strengthen executive team for long-term growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113024,"accession_number":"0001683168-26-001033","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2026-02-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Delta principal accounting officer Carroll to retire; McConnell appointed effective April 1","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William C. Carroll, principal accounting officer, will retire effective March 31, 2026.","Julia A. McConnell, age 57, will become principal accounting officer effective April 1, 2026.","McConnell joined Delta in March 2025; previously SVP & CAO of WestRock Company (June 2020 - Dec 2024).","McConnell held finance leadership roles at Carter's, PepsiCo, and PricewaterhouseCoopers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113023,"accession_number":"0001683168-26-000578","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2026-01-27T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Delta orders 31 Airbus widebody aircraft (16 A330-900, 15 A350-900) for delivery starting 2029","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Deliveries of the 31 firm aircraft begin in 2029; option for up to 20 additional widebody aircraft.","A330-900 powered by Rolls-Royce Trent 7000; A350-900 by Trent XWB-84 EP engines.","Order is within Delta's previously announced capex and capacity targets.","Long-term financing obtained for a substantial portion of the purchase price.","No total purchase price disclosed; financial terms remain confidential per the agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113022,"accession_number":"0000027904-26-000008","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2026-01-13T23:59:59+00:00","items":["1.01","2.02","9.01"],"status":"ready","headline":"Delta Q4 GAAP EPS $1.86; orders 30 Boeing 787-10s; FY26 EPS guidance up 20%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP revenue $16.0B, operating income $1.47B; adj. EPS $1.55; full-year adj. EPS $5.82.","FY26 EPS guidance $6.50-$7.50 (midpoint +20% YoY); 1Q26 revenue growth 5-7% vs prior year.","Agreement to purchase 30 Boeing 787-10 aircraft plus 30 options; deliveries start 2031; GEnx engines; financing secured.","FY25 record revenue $58.3B (adj.), free cash flow $4.6B; FY26 free cash flow forecast $3-$4B; gross leverage 2.4x.","MRO revenue grew 25% in FY25; expects >20% growth in FY26; reporting changes separate MRO from core unit costs."],"consensus_eps_estimate":null,"consensus_eps_actual":7.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":63364000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129424,"accession_number":"0001683168-25-009232","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-12-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Delta President Glen Hauenstein to retire Feb 28, 2026; Joe Esposito named Chief Commercial Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Glen Hauenstein will retire as President of Delta, effective February 28, 2026.","Joe Esposito, a 35-year Delta veteran, becomes E.V.P. – Chief Commercial Officer, overseeing network planning, revenue management, sales and loyalty.","Hauenstein will remain as a strategic advisor through end of 2026.","Esposito previously served as S.V.P. – Network Planning, Pricing and Revenue Management.","Several executives will now report to Esposito, including Steve Sear, Dwight James, Paul Baldoni, Roberto Ioriatti, and Ashley Droske Westphal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129423,"accession_number":"0001683168-25-008823","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-12-03T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Delta expects $200M pretax hit from Nov. gov't shutdown; bookings recovering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Government shutdown cuts Dec. quarter pre-tax profit by ~$200M, ~$0.25 EPS.","Travel bookings growth returned to initial expectations after Nov. softening.","Demand healthy for Dec. quarter and trends strong for early 2026.","Disclosure made at Morgan Stanley Global Consumer & Retail Conference on Dec. 3."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129422,"accession_number":"0000027904-25-000018","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-10-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delta Q3 adjusted EPS $1.71 beats; record revenue; guides Dec Qtr adj EPS $1.60-$1.90","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $2.17, adjusted EPS $1.71 (up 14% YoY); adjusted revenue $15.2B (+4.1% YoY).","December quarter outlook: operating margin 10.5%-12%, adj EPS $1.60-$1.90; FY adj EPS ~$6.","Free cash flow outlook $3.5-$4B; adjusted net debt down $2.4B YTD to $15.6B.","Premium revenue +9% YoY, loyalty +9%, AmEx remuneration $2B (+12%).","Domestic passenger revenue +5% YoY; corporate sales +8% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":5.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":47361000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145991,"accession_number":"0001683168-25-007343","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-09-30T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"Delta refinances SkyMiles credit facility; extends maturity to 2028, reduces margin to 1.50%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Refinanced existing SkyMiles term loans with replacement loans at adjusted SOFR + 1.50% margin (floor 0.0%).","Maturity extended from Oct 20, 2027 to Oct 20, 2028.","Annual amortization reduced from 20% to 1% per year, payable quarterly.","Added 1.00% prepayment premium for Repricing Event within six months of Sept 30, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145990,"accession_number":"0001683168-25-006844","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Delta reaffirms Q3 revenue growth guidance of 2-4% YoY; expects upper half of range","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reaffirms Sept. quarter total revenue growth up 2-4% YoY, upper half of initial guidance range.","Total revenue projected $16.0-16.3B; adjusted for refinery sales ~$14.9-15.2B vs $14.59B prior year.","Full-year 2025 earnings outlook also reaffirmed as previously provided on July 10, 2025.","Cites industry-leading operational performance and improved demand trends for the positive revision."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145989,"accession_number":"0001683168-25-005002","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-07-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delta Q2 adj EPS $2.10, revenue record $15.5B; restores FY guidance, raises dividend 25%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $3.27; adjusted EPS $2.10 vs $2.36 YoY; adjusted operating margin 13.2%.","Record adjusted revenue $15.5B (+1% YoY) on 4% capacity growth; TRASM down 3%.","September quarter guidance: EPS $1.25-$1.75, operating margin 9%-11%, revenue flat to +4% YoY.","Full year 2025 guidance restored: EPS $5.25-$6.25, free cash flow $3-$4 billion.","Quarterly dividend increased 25% starting September quarter; $2B free cash flow in H1 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":3.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":30688000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164293,"accession_number":"0001683168-25-004655","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-06-20T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"Delta shareholders approve compensation plan amendment, elect all 14 directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Approved amendment to Performance Compensation Plan: +9.6M authorized shares, plan extended to June 19, 2035 (450.7M for, 16.2M against).","All 14 director nominees elected, with votes ranging from 423.97M (Sergio Rial) to 466.49M (Judith McKenna).","Advisory say-on-pay vote passed: 445.4M for (95.2% of votes cast); auditor Ernst & Young ratified with 552.2M for.","Shareholder proposal to allow action by written consent was not approved: 198.2M for, 262.3M against.","Total shares outstanding approx. 640M; 9.6M new shares represent ~1.5% potential dilution."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164292,"accession_number":"0001193125-25-138467","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Delta closes $2B debt offering: 4.95% notes due 2028 and 5.25% notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1B of 4.950% Notes due July 2028 and $1B of 5.250% Notes due July 2030.","Proceeds to repay ~$1.65B outstanding PSP loan due 2030 and for general corporate purposes.","Notes are unsecured, unsubordinated, and rank pari passu with existing unsecured debt.","Redemption allowed at par within one month of maturity; change-of-control put at 101."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164291,"accession_number":"0001683168-25-003307","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-05-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delta, Korean Air to acquire 25% stake in WestJet for $550M from Onex Partners","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Delta invests $330M for 15% stake; Korean Air invests $220M for 10% stake in WestJet.","Delta intends to sell 2.3% to Air France-KLM for $50M, subject to approvals.","Transaction from Onex Partners; Onex Group retains control of WestJet.","Deal subject to regulatory approvals; existing codeshares expanded.","Partnership aims to enhance connectivity across North America, Europe, and Asia."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164290,"accession_number":"0001683168-25-003028","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Delta Air Lines announces $1B share repurchase program; to return over $2B to shareholders through 2028","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized $1B share repurchase program, to be completed by June 30, 2028.","Combined with dividends, Delta plans to return over $2B to shareholders over next three years.","Plan aligns with Nov 2024 Investor Day framework: long-term gross leverage target of 1x, unencumbered assets >$40B.","Delta cites highest credit ratings in 30 years and strong cash flow generation as basis for authorization.","Repurchases may be executed via open market, private transactions, block trades, or accelerated share repurchase."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164288,"accession_number":"0001683168-25-002844","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K/A","filed_at":"2025-04-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Delta appoints directors Beck, McKenna to Audit and Safety committees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Amendment to prior 8-Ks filed Dec 13, 2024 and Jan 15, 2025 regarding board elections.","Christophe Beck and Judith McKenna appointed to Audit Committee and Safety & Security Committee.","Appointments effective April 23, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164289,"accession_number":"0001683168-25-002353","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-04-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delta Q1 adjusted EPS $0.46, guides Q2 EPS $1.70-$2.30, cuts H2 capacity to flat","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $240M ($0.37 EPS); adjusted net income $298M ($0.46 EPS). Adjusted revenue $13.0B, up 3.3% YoY.","June quarter guidance: operating margin 11%-14%, EPS $1.70-$2.30, total revenue down 2% to up 2% YoY.","Reducing H2 2025 capacity growth to flat YoY; full-year guidance withdrawn due to economic uncertainty.","Record Amex remuneration $2.0B (+13% YoY); adjusted fuel price $2.45/gal (-11% YoY); adjusted net debt $16.9B.","Expects to repay at least $3B debt in 2025; free cash flow $1.3B in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":14040000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182057,"accession_number":"0001683168-25-001468","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-03-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delta cuts Q1 2025 guidance: revenue growth 3-4% (from 7-9%), adjusted EPS $0.30-$0.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revised Q1 2025 guidance: revenue growth 3–4% (prev 7–9%), operating margin 4–5% (prev 6–8%).","Adjusted EPS now $0.30–$0.50 vs $0.70–$1.00 prior; GAAP EPS $0.40–$0.60 including ~$0.10 MTM hit.","Softness driven by reduced consumer and corporate confidence, macro uncertainty hitting domestic demand.","Premium, international and loyalty revenue trends are consistent with expectations and show diversified strength."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182056,"accession_number":"0001683168-25-000386","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-01-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Delta Air Lines elects Judith McKenna to board, effective Feb 7, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Judith McKenna elected to Delta's board, effective February 7, 2025.","McKenna was President and CEO of Walmart International until Jan 2024, after 27 years at Walmart.","She currently serves as a non-executive director of Unilever PLC.","Compensation will match other non-employee directors per Delta's 2024 proxy statement.","McKenna holds a law degree from University of Hull and an ICAEW accounting qualification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182055,"accession_number":"0001683168-25-000182","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2025-01-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delta Q4 2024 adjusted EPS $1.85; FY25 guidance EPS >$7.35, FCF >$4B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted December quarter EPS of $1.85, up 45% YoY; GAAP EPS $1.29.","Adjusted revenue $14.4B (+5.7% YoY); full-year record $57B adjusted, $61.6B GAAP.","FY 2025 guidance: non-GAAP EPS >$7.35 (>19% YoY), FCF >$4B; 1Q25 EPS $0.70–$1.00.","Adjusted net debt $18B, down $3.6B from 2023; leverage improved to 2.6x from 3.0x.","Profit sharing $1.4B for employees, reflecting record full-year operating cash flow of $8B."],"consensus_eps_estimate":null,"consensus_eps_actual":5.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":61643000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198708,"accession_number":"0001683168-24-008677","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2024-12-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Delta Air Lines elects Christophe Beck, Ecolab CEO, to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Election effective December 12, 2024; committee assignments to be determined later.","Beck is Chairman & CEO of Ecolab (NYSE:ECL), a global leader in water and hygiene solutions.","He will be compensated on the same basis as other non-employee directors, per Delta's 2024 proxy.","Beck brings 30 years of global management experience across Europe, Asia, and North America.","Delta's non-executive Chair David Taylor cited Beck's expertise in complex global businesses and technology."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198707,"accession_number":"0001683168-24-008276","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2024-11-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delta unveils 3-5 yr financial framework: mid-teens margin, 10% EPS growth, $3-5B FCF","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Long-term targets: mid-teens operating margin, 1x gross leverage, 10% avg annual EPS growth, $3-5B annual FCF, 15%+ ROIC.","Reaffirms Dec Q4 2024 guidance; preliminary 2025 outlook: capacity +3-4% YoY, revenue mid-single digits, non-fuel unit cost low-single digits.","Expects premium cabin revenue to exceed main cabin revenue by 2027; introducing A350-1000 with ~50% premium seating.","Targets $40B+ unencumbered assets, 50% shareholder returns (dividends, buybacks) from balanced capital allocation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198706,"accession_number":"0001683168-24-007033","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2024-10-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delta Q3 EPS $1.50 adj. ($1.97 GAAP); CrowdStrike outage cost $380M revenue hit, 45¢ EPS","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $1.27B ($1.97/share); adjusted net income $971M ($1.50/share), down 26% YoY mainly due to CrowdStrike outage.","Adjusted operating revenue $14.6B (flat YoY); total unit revenue down 3.6% including 1.1pt outage hit.","December quarter guidance: revenue +2-4% YoY, operating margin 11-13%, EPS $1.60-$1.85, pre-tax profit growth ~30% YoY.","CrowdStrike outage impact: $380M revenue loss, $170M non-fuel expense, 7,000 flight cancellations; 2.3pt margin hit.","Debt reduction $2.4B YTD; adjusted net debt $18.7B; Fitch upgrade to investment grade. Total debt $17.7B at quarter end."],"consensus_eps_estimate":null,"consensus_eps_actual":4.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":46084000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214753,"accession_number":"0001683168-24-006319","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2024-09-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Delta updates Q3 2024 outlook; EPS at high-end of range ex-$0.45 IT outage hit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 EPS, excluding $0.45 CrowdStrike outage impact, expected at high-end of initial guidance range.","Unit revenue trends improving; positive domestic and Transatlantic revenue growth expected in September.","Realized fuel price outlook slightly below prior $2.60-$2.80/gallon range.","Non-fuel unit cost growth at high-end of 1-2% with an extra 0.5pt from employee flight passes.","Non-operating expense lowered by $70M gain from sale of 50% of CLEAR stake; FY 2024 EPS at/above $6-$7 midpoint."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214752,"accession_number":"0001683168-24-005993","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2024-08-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Delta COO Michael Spanos to depart effective August 31, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Spanos, EVP and COO, to leave Delta effective August 31, 2024.","Severance provided under Officer and Director Severance Plan and existing award agreements.","No successor named; transition details not disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214751,"accession_number":"0001683168-24-005369","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Delta estimates $500M+ damages from CrowdStrike outage; pursuing legal claims","summary_kind":"llm","event_type":"cyber","confidence":"high","bullets":["7,000 flight cancellations over five days from July 19 CrowdStrike outage.","Estimated direct revenue impact of $380M for Sep quarter; non-fuel expenses $170M; fuel savings $50M.","Pursuing legal claims against CrowdStrike and Microsoft for at least $500M in damages.","Capacity growth impacted by ~1.5 percentage points due to cancellations.","CEO Ed Bastian calls disruption 'unacceptable'."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214750,"accession_number":"0001683168-24-004743","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2024-07-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delta reports record Jun qtr revenue, adj EPS $2.36, announces 50% dividend increase, reaffirms FY guide","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Jun quarter revenue of $15.4B (adj), up 5.4% YoY; adj EPS $2.36 vs $2.68 last year.","Operating margin 14.7% (adj); pre-tax income $2.0B; free cash flow $1.3B.","Announced 50% increase to quarterly dividend starting Sep quarter; debt reduced, leverage at 2.8x.","Full year EPS guidance reaffirmed $6-$7; Sep quarter guidance: EPS $1.70-$2.00, op margin 11%-13%.","Premium revenue grew 10% YoY; loyalty revenue up 8%; AmEx remuneration $1.9B."],"consensus_eps_estimate":null,"consensus_eps_actual":2.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":30406000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233887,"accession_number":"0001683168-24-004395","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2024-06-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Delta Air Lines annual meeting: all 12 directors elected; say-on-pay passes; shareholder proposals fail","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 12 director nominees elected; Sergio Rial (53.1M against) and David DeWalt (43.9M against) received significant opposition.","Advisory say-on-pay approved with 315.8M for (70.9%) and 117.6M against; broker non-votes 99.5M.","Ernst & Young ratified as auditor for 2024: 534.4M for, 4.3M against, no broker non-votes.","Shareholder proposal on political contributions reporting defeated: 411.1M against, 15.7M for.","Shareholder proposal on non-interference policy defeated: 321.5M against, 110.8M for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233884,"accession_number":"0001683168-24-004365","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K/A","filed_at":"2024-06-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Delta assigns new directors Black and Chiang to board committees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Maria Black appointed to Finance Committee and Safety & Security Committee.","Willie CW Chiang appointed to Audit Committee and Safety & Security Committee.","Amendment to April 26 8-K reporting election of the two directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233886,"accession_number":"0001683168-24-002742","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Delta Air Lines elects Maria Black (ADP CEO) and Willie Chiang (Plains CEO) to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board elected Maria Black (President/CEO of ADP) and Willie Chiang (Chairman/CEO of Plains All American) effective April 26, 2024.","Committee assignments to be determined at a later date.","Both will be compensated on the same basis as other non-employee directors per Delta's 2024 proxy statement.","Black brings technology/HCM expertise; Chiang brings energy industry experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233885,"accession_number":"0001683168-24-002249","cik":27904,"company_name":"DELTA AIR LINES, INC.","ticker":"DAL","form_type":"8-K","filed_at":"2024-04-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Delta March-quarter adjusted EPS $0.45, revenue $12.6B; Q2 guidance EPS $2.20-$2.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted operating revenue $12.6B up 6% YoY; adjusted operating margin 5.1%.","June quarter guidance: revenue +5-7% YoY, operating margin 14-15%, EPS $2.20-$2.50.","Full year 2024 outlook reaffirmed: EPS $6-$7, free cash flow $3-$4B.","Adjusted fuel price $2.76/gal (-10% YoY); non-fuel unit cost up 1.5% YoY.","American Express remuneration $1.7B, up 5% YoY; premium revenue +10%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":13748000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":53742135268.01864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}