{"schema_version":"secwatch.filing_event.v1","accession":"0000027904-26-000008","form_type":"8-K","ticker":"DAL","cik":"0000027904","company_name":"DELTA AIR LINES, INC.","filed_at":"2026-01-13T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.317828+00:00","generated_at":"2026-05-16T10:44:21.256649+00:00","sec_items":["1.01","2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"Delta Q4 GAAP EPS $1.86; orders 30 Boeing 787-10s; FY26 EPS guidance up 20%","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000027904-26-000008","json":"https://secwatch.observer/filing/0000027904-26-000008.json","markdown":"https://secwatch.observer/filing/0000027904-26-000008.md","text":"https://secwatch.observer/filing/0000027904-26-000008.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/27904/000002790426000008/0000027904-26-000008-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/27904/000002790426000008/dal-20260112.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T10:44:21.256649+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"178353048b6c30e9d2b3cee4a111ac6cc4ad8b84","claim":"DELTA AIR LINES, INC. entered into a asset purchase with The Boeing Company (effective 2026-01-12).","evidence_excerpt":"On January 12, 2026, Delta Air Lines, Inc. (“Delta”) entered into a definitive agreement with The Boeing Company to acquire 30 Boeing 787-10 aircraft, with an option to purchase up to an additional 30 of the same aircraft.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/27904/000002790426000008/0000027904-26-000008-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"asset purchase"},{"label":"Counterparty","value":"The Boeing Company"},{"label":"Effective","value":"2026-01-12"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}