DAL earnings — 2026-10-09

Delta reported September-quarter 2026 results before the October 9 open: EPS of $1.72, an operating margin of 9.4% and $1.7B of operating cash flow, with full-year 2026 EPS guidance of $5.10–$5.60 and free cash flow of about $2.5B (Delta Air Lines release via PR Newswire and the Delta News Hub, October 9). CNBC reported it as Delta's first earnings miss against Wall Street estimates in two years, with the 2026 forecast cut on a fuel surge while the CEO said demand remains strong (CNBC, October 9). Coverage disagrees on the guidance direction: CNBC and Finviz describe the full-year outlook as cut, while cbonds describes the $5.10–$5.60 range as raised; the prior range is not on file, so the direction stays unresolved here.

The stock closed at $82.17 on the October 9 settled close, +0.04% on the day, with relative volume 1.49x (desk summaries). Finviz reported the shares down more than 2% after the release; that was an intraday move, not the close.

Consensus figures, revenue and the size of the miss are not on file; this record carries only what the release summaries and the coverage state.

Sources

• Delta Air Lines, "Delta Air Lines Announces September Quarter 2026 Financial Results," PR Newswire, 2026-10-09 — https://www.prnewswire.com/news-releases/delta-air-lines-announces-september-quarter-2026-financial-results-302903456.html
• Delta News Hub, 2026-10-09 — https://news.delta.com/delta-air-lines-announces-september-quarter-2026-financial-results
• CNBC, "Delta Air Lines cuts 2026 forecast on fuel surge, but CEO says demand is still strong," 2026-10-09 — 2026-10-09-cnbc-delta-air-lines-cuts-2026-forecast-on-fuel-surge-but-ceo-say-108372451
• Finviz, 2026-10-09 — https://finviz.com/news/400853/delta-air-lines-shares-fall-as-third-quarter-earnings-miss-forecasts-and-full-year-outlook-is-cut
• cbonds, 2026-10-09 — https://cbonds.com/news/4122239/
• News pull: latest (fetched 2026-10-09T21:40Z, ok)
• Price truth: war-sensitivity (2026-10-09 close)