Added to YB: 2026-08-20
Pitch date: 2026-08-18
DAL [neutral]
Delta Air Lines, Inc.
-3.96%
current return
Author Info
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Company Info
Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally.
Market Cap
$56.1B
Pitch Price
$86.72
Price Target
N/A
Dividend
1.00%
EV/EBITDA
5.90
P/E
14.22
EV/Sales
1.06
Sector
Passenger Airlines
Category
value
Show full summary:
Delta Is Cheap. Berkshire Invested. There Is a Problem With Airlines No One Talks About.
DAL (overview): FY25 rev $63.4B, FCF $3.6B, net debt down to $16.8B. Trades 11.5x earnings/6% FCF yield, but ROIC only 3.1% (below 8-10% WACC). Q2: rev +14% yet op income -24% (fuel +77%, margin 13.3%→8.8%). Cheap avg business, not wonderful co on sale. Neutral X-Ray rating.
Read full article (4 min)