Delta Air Lines: A Look at What's Next

Delta Air Lines is taking a careful approach to its future plans, highlighting strong cash flow and low debt. They also note that wealthy travelers continue to fly frequently.

Expert Opinions

Andrew G. Didora, an industry expert, believes Delta is performing well. He appreciates their focus on premium services and steady cash flow. Didora also points out that Delta's diverse income sources, such as loyalty programs and maintenance work, set them apart.

Earnings and Economic Uncertainty

Delta is being cautious about its 2026 earnings, projecting between $6.50 and $7.50 per share. This is lower than expert expectations, attributed to economic uncertainty.

Growth in Maintenance Business

Delta's maintenance business is expanding with new contracts and expected increased revenue. They aim to improve profit margins over time.

Strong Cash Flow and Debt Reduction

Delta is generating significant free cash flow, with $4.6 billion last year and an expected $3 to $4 billion this year. They are also planning to reduce debt.

Another Expert's Perspective

Ravi Shanker, another expert, also thinks Delta is doing well. He likes their strong profits and cash flow, predicting the stock could reach $90.

Stock Performance

Delta's stock is near its highest point in the past year, currently trading at $71.40.