Zacks Investment Research
09 Oct 2026, 12:41 UTC · 2h ago
Delta Air Lines (DAL) Q3 Earnings and Revenues Lag Estimates
Impact · against what's priced in
Delta's Q3 earnings and revenue miss creates immediate downward pressure as it undermines the cyclical delivery the market is currently paying for. While the miss is modest, it challenges the stability of the FY2026 EPS guidance that supports the current valuation.
- DAL−0.30
Challenges what's priced in
- The price assumes
Delta hitting its guided FY2026 EPS range of $6.50-$7.50
The price assumes the company will hit its FY2026 EPS guidance, but a -4.44% earnings surprise ($1.72 vs $1.80 estimate) and a revenue miss of 0.89% suggest execution is lagging expectations.
What DAL's price assumes · Aug 27
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