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Delta Air Lines (NYSE: DAL) inks Airbus deal for new widebody fleet

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Delta Air Lines has entered into a definitive agreement with Airbus S.A.S. to buy 16 Airbus A330-900 aircraft and 15 Airbus A350-900 aircraft, with an option for up to 20 additional widebody jets. Deliveries are scheduled to begin in 2029.

The A330-900s will use Rolls-Royce Trent 7000 engines, while the A350-900s will use Rolls-Royce Trent XWB-84 EP engines, aligning Delta’s long-haul fleet with next-generation widebody technology. Delta states that this order fits within its previously announced capital expenditure and capacity targets, and it has obtained long-term financing for a substantial portion of each aircraft’s purchase price.

Positive

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Negative

  • None.

Insights

Delta commits to new widebody fleet within existing capex plan.

Delta Air Lines is expanding and modernizing its long-haul fleet by agreeing to purchase 16 Airbus A330-900 and 15 Airbus A350-900 aircraft, plus options for up to 20 additional widebodies. Deliveries beginning in 2029 indicate a long-term capacity and fleet renewal strategy rather than an immediate shift.

The order is explicitly described as fitting within previously announced capital expenditure and capacity targets, which suggests the investment was anticipated in Delta’s planning framework. Delta also notes that it has obtained long-term financing for a substantial portion of each aircraft’s purchase price, reducing near-term funding uncertainty for this large capital program.

The filing lists a wide range of operational, financial, technology, environmental and macro risks that could cause outcomes to differ from expectations, including fuel costs, regulatory changes, climate-related impacts, labor issues and economic conditions. Subsequent SEC filings, such as future 10-K and 10-Q reports, will provide more detail on how this fleet order is reflected in Delta’s capital spending, leverage metrics and capacity deployment.

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT
Pursuant to Section 13 OR 15(d) of the

Securities Exchange Act of 1934

 

Date of Report (Date of earliest event reported): January 27, 2026

 

DELTA AIR LINES, INC.

 

(Exact name of registrant as specified in its charter)

 

Delaware  001-05424  58-0218548
(State or other jurisdiction
of incorporation)
  (Commission
File Number)
  (IRS Employer
Identification No.)

 

P.O. Box 20706, Atlanta, Georgia 30320-6001

(Address of principal executive offices)

 

Registrant’s telephone number, including area code: (404) 715-2600

 

Registrant’s Web site address: www.delta.com

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol Name of each exchange on which registered
Common Stock, par value $0.0001 per share DAL New York Stock Exchange

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR 230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR 240.12b-2).

Emerging growth company

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

 

 

 

   

 

 

Item 1.01Entry into a Material Definitive Agreement.

 

On January 27, 2026, Delta Air Lines, Inc. (“Delta”) entered into a definitive agreement with Airbus S.A.S. to purchase 16 Airbus A330-900 aircraft and 15 Airbus A350-900 aircraft, with an option to purchase up to an additional 20 widebody aircraft. Deliveries of the aircraft will begin in 2029. The A330-900 aircraft will be powered by the Trent 7000 engine and the A350-900 aircraft will utilize the Trent XWB-84 EP engine, both manufactured by Rolls-Royce. The aircraft order is within Delta’s previously announced capital expenditure and capacity targets. Delta has obtained long-term financing for a substantial portion of the purchase price of each aircraft.

 

Forward Looking Statements

 

Statements made in this Form 8-K that are not historical facts, including statements regarding our estimates, expectations, beliefs, intentions, projections, goals, aspirations, commitments or strategies for the future, should be considered “forward-looking statements” under the Securities Act of 1933 , as amended, the Securities Exchange Act of 1934 , as amended, and the Private Securities Litigation Reform Act of 1995. Such statements are not guarantees or promised outcomes and should not be construed as such. All forward-looking statements involve a number of risks and uncertainties that could cause actual results to differ materially from the estimates, expectations, beliefs, intentions, projections, goals, aspirations, commitments and strategies reflected in or suggested by the forward-looking statements. These risks and uncertainties include, but are not limited to, the possible effects of serious accidents involving our aircraft or aircraft of our airline partners; breaches or lapses in the security of technology systems we use and rely on, which could compromise the data stored within them, as well as failure to comply with evolving global privacy and security regulatory obligations or adequately address increasing customer focus on privacy issues and data security; disruptions in our information technology infrastructure; our dependence on technology in our operations; increases in the cost of aircraft fuel; extended disruptions in the supply of aircraft fuel, including from Monroe Energy, LLC (“Monroe”), a wholly-owned subsidiary of Delta that operates the Trainer refinery; failure to receive the expected results or returns from our commercial relationships with airlines in other parts of the world and the investments we have in certain of those airlines; the effects of a significant disruption in the operations or performance of third parties on which we rely; failure to comply with the financial and other covenants in our financing agreements; labor-related disruptions; the effects on our business of seasonality and other factors beyond our control, such as changes in value in our equity investments, severe weather conditions, natural disasters or other environmental events, including from the impact of climate change; failure or inability of insurance to cover a significant liability at Monroe’s refinery; failure to comply with existing and future environmental regulations to which Monroe’s refinery operations are subject, including costs related to compliance with renewable fuel standard regulations; significant damage to our reputation and brand, including from exposure to significant adverse publicity or inability to achieve certain sustainability goals; our ability to retain senior management and other key employees, and to maintain our company culture; disease outbreaks or other public health threats, and measures implemented to combat them; the effects of terrorist attacks, geopolitical conflict or security events; competitive conditions in the airline industry; extended interruptions or disruptions in service at major airports at which we operate or significant problems associated with types of aircraft or engines we operate; the effects of extensive regulatory and legal compliance requirements we are subject to; the impact of environmental regulation, including but not limited to regulation of hazardous substances, increased regulation to reduce emissions and other risks associated with climate change, and the cost of compliance with more stringent environmental regulations; and unfavorable economic or political conditions in the markets in which we operate or volatility in currency exchange rates.

 

Additional information concerning risks and uncertainties that could cause differences between actual results and forward-looking statements is contained in our Securities and Exchange Commission (SEC) filings, including our Annual Report on Form 10-K for the fiscal year ended December 31, 2024 and other filings filed with the SEC from time to time. Caution should be taken not to place undue reliance on our forward-looking statements, which represent our views only as of the date of this Form 8-K, and which we undertake no obligation to update except to the extent required by law.

 

 

 

 

 2 

 

 

SIGNATURES

 

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

 

  DELTA AIR LINES, INC.
     
     
  By: /s/ Peter W. Carter                          
    Peter W. Carter
   

Executive Vice President – Chief External Affairs Officer

Date: January 27, 2026

 

 

 

 

 

 

 

 3 

FAQ

What aircraft did Delta Air Lines (DAL) agree to purchase from Airbus?

Delta Air Lines agreed to purchase 16 Airbus A330-900 and 15 Airbus A350-900 aircraft. The deal also includes an option to purchase up to 20 additional widebody aircraft, enhancing Delta’s long-haul fleet flexibility and supporting its long-term international network plans.

When will Delta (DAL) begin receiving the new Airbus widebody aircraft?

Delta expects deliveries of the new Airbus widebody aircraft to begin in 2029. This long lead time supports a gradual fleet modernization strategy, allowing the airline to plan capacity, financing, and integration of A330-900 and A350-900 aircraft into its global network over multiple years.

How is Delta Air Lines (DAL) financing its new Airbus aircraft order?

Delta states it has obtained long-term financing for a substantial portion of the purchase price of each aircraft. This indicates that a significant share of the capital required for the A330-900 and A350-900 order is already arranged through long-term funding structures.

Is Delta’s new Airbus aircraft order within its existing capital expenditure plans?

Delta indicates the aircraft order is within its previously announced capital expenditure and capacity targets. This suggests the widebody purchases are part of its established long-term investment plan, rather than an unplanned increase in spending or capacity growth beyond prior guidance.

Which engines will power Delta’s new Airbus A330-900 and A350-900 aircraft?

Delta’s Airbus A330-900 aircraft will be powered by Rolls-Royce Trent 7000 engines, while the Airbus A350-900 aircraft will use Rolls-Royce Trent XWB-84 EP engines. These next-generation engines are designed to support efficient long-haul operations within Delta’s future widebody fleet.

What risks does Delta (DAL) highlight in connection with its future plans and fleet strategy?

Delta cites numerous risks to future results, including fuel cost volatility, technology and cybersecurity issues, labor disruptions, environmental and climate regulations, severe weather, geopolitical events, regulatory compliance, and unfavorable economic or political conditions in its markets, which could affect outcomes versus expectations.
Delta Air Lines Inc Del

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