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DELTA AIR LINES, INC. (DAL) SEC Filings, Jun-Aug 2026

DAL NYSE

Welcome to our dedicated page for DELTA AIR LINES SEC filings (Ticker: DAL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Delta Air Lines filings document the regulatory record for its NYSE-listed common stock, airline operations, governance and material corporate events. Recent Form 8-K reports furnish quarterly financial results, investor-presentation materials, executive officer changes and definitive agreements related to aircraft purchases and long-term financing.

The company's proxy materials describe annual meeting proposals, director elections, advisory votes on executive compensation and board recommendations. These disclosures connect Delta's public-company governance with capital allocation, fleet planning, operating performance and executive-compensation oversight.

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Delta Air Lines (DAL) insider trading under Rule 144 is outlined, showing Alain Bellemare’s planned sale of 35,000 common shares on 08/04/2026, to be acquired through a stock option exercise for cash. Recent activity over the prior three months includes sales of 20,621 common shares on 05/07/2026 for $1,500,196.64 and 25,000 common shares on 05/27/2026 for $2,036,000.00. The planned 35,000-share transaction is listed with a total value of $3,245,156.51 and CUSIP 657623030, with the stock listed on the NYSE.

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A shareholder of Delta Air Lines, Inc. plans to sell up to 31,756 shares of Delta common stock through Fidelity Brokerage Services LLC on or after August 3, 2026 on the NYSE. The planned sale is valued at approximately $2,884,955.71.

The shares were originally acquired from the issuer as restricted stock vesting grants over multiple years, including 7,900 shares on June 15, 2012, 5,605 shares on June 14, 2013, and additional vesting tranches through June 16, 2022.

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Delta Air Lines, Inc. has filed an automatic shelf registration statement on Form S-3, allowing it and certain selling security holders to offer, from time to time after effectiveness, a range of securities including debt securities, warrants, common stock, preferred stock, rights, purchase contracts and units. The specific terms, amounts and pricing of any future offerings will be set out in accompanying prospectus supplements.

Delta plans to use net proceeds from its own offerings for general corporate purposes, primarily to fund operations and repay debt, with any additional uses described in future supplements; it will not receive proceeds from sales by selling security holders. Authorized capital consists of 1,500,000,000 shares of common stock and 500,000,000 shares of preferred stock, with 657,623,030 common shares outstanding as of June 30, 2026, a baseline figure that is separate from any future issuances. The company also highlights foreign ownership limits on voting power and anti-takeover and Delaware law provisions that may affect changes of control.

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Delta Air Lines, Inc. reported strong top-line growth but lower profitability for the quarter ended June 30, 2026. Total operating revenue rose to $19.8 billion from $16.6 billion a year earlier, driven by a $1.7 billion increase in passenger revenue, higher refinery sales to third parties, and growth in cargo and MRO activity. Operating income decreased to $1.9 billion from $2.1 billion as total operating expense grew 23%, largely from sharply higher fuel costs, refinery expense and salaries.

Average jet fuel price climbed to $3.66 per gallon from $2.21, and CASM-Ex rose 6.8% to 14.09¢. Net income for the quarter declined to $1.6 billion from $2.1 billion, with diluted EPS at $2.44. For the first six months, operating cash flow was $4.0 billion, capital expenditures were $2.7 billion, and total debt stood at $12.9 billion. Liquidity, including cash, cash equivalents, short-term investments and undrawn revolvers, totaled $7.7 billion as of June 30, 2026. Future aircraft purchase commitments were approximately $27.6 billion for 332 aircraft.

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Delta Air Lines reported strong June quarter 2026 demand with mixed profitability. GAAP operating revenue rose to $19.8 billion, up 19% year-over-year, and operating income was $1.9 billion for a 9.4% margin. GAAP pre-tax income was $2.0 billion and net income $1.6 billion, with diluted EPS of $2.44, down 25% from $3.27 a year earlier as fuel costs surged.

On an adjusted basis, operating revenue was $17.7 billion, operating income $1.6 billion (8.8% margin) and EPS $1.56, also down 26% year-over-year. Adjusted TRASM increased 12.4% and non-fuel unit costs (CASM-Ex) rose 6.8%. Fuel expense jumped 77%, with adjusted fuel price per gallon up to $3.93.

Delta generated adjusted operating cash flow of $1.7 billion and free cash flow of $209 million in the quarter, while cutting adjusted net debt to $13.6 billion. Management affirmed full-year 2026 guidance for adjusted EPS of $6.50–$7.50, free cash flow of $3–$4 billion and gross leverage of roughly 2x, and announced a 15% dividend increase beginning in the September quarter. September-quarter guidance calls for mid-teens revenue growth, an 11–13% operating margin and EPS of $2.00–$2.50.

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Delta Air Lines files a Form 144 reporting proposed affiliate sales. The notice lists multiple proposed dispositions by John E. Laughter, including a 69,304-share block dated 04/10/2026 and additional blocks of 15,000, 25,000, and 12,000 shares on other dates. The filing also records restricted stock vesting events of 799 shares on 02/05/2025 and 5,664 shares on 05/01/2026. This Form 144 is a notice of proposed sales by an affiliate; it does not itself report completed open-market trades.

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FAQ

How many DELTA AIR LINES (DAL) SEC filings are available on StockTitan?

StockTitan tracks 161 SEC filings for DELTA AIR LINES (DAL), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for DELTA AIR LINES (DAL)?

The most recent SEC filing for DELTA AIR LINES (DAL) was filed on August 5, 2026.