DA
Delta Air Lines Inc.
DAL · Delta Air Lines Inc. · Industrials
Up next day
3/12
25%
Fell despite growth
6/12
Good earnings ignored
Avg earnings move
±2.9%
typical swing on earnings
Price when beating
-0.5%
avg over 7 beats
Biggest single move
-11.1%
'25.3 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 2 of 7 beats (29%)
Reaction is erratic and hard to predict
Avg -0.5% on a beat, -0.5% on a miss
vs Industrials sector avg (197 peers)
This
-1.6%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 6 of last 9 times (67%)
5xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 8Before open
'26.9 expectedEst. EPS $2.19
Quarter ended 6/2026
Reported 2026-07-10
Next-day move
-1.4%
After 5 days -3.7%
vs Consensus$1.49→$1.56+4.5% beat
EPS
$1.56
YoY -26%
Revenue
$19.8B
YoY +19%
Next-Q guidance
—
N/A
Price around earnings
+30% run-up before
Earnings trend · last 12 quarters
EPS$1.56YoY -26%
'23.9'26.6
Revenue$19.8BYoY +19%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
1x8%
Met expectations
good · up ↑
2x17%
Disappointment
weak · down ↓
6x50%
Good earnings ignored
good · down ↓
3x25%
← ← Weak earningsStrong earnings → →
Weak earnings, price down — reacts honestly to earnings · 6 of 12q (50%)
Community · DAL
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