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NYSE: DAL DELTA AIR LINES, INC. 10-Q

Delta's net income fell 46.6% to $756.0M in the September 2026 quarter.

Filed October 9, 2026 · Period ending September 30, 2026 · Compared to 10-Q Oct 9, 2025 · ~2 min read

Key Changes

  • high

    Total operating revenue rose 21.1% to $20.19B, driven by broad based demand strength across premium, main, and loyalty and higher refinery sales.

  • high

    Operating income declined 13.7% to $1.45B, as total operating expense jumped 25.0% to $18.73B, primarily due to higher aircraft fuel costs, expenses related to refinery sales to third parties, and salaries and related costs.

  • high

    The refinery segment swung to an operating loss of $33.0M from income of $53.0M a year earlier, due to volatility in crude pricing and the negative impact from a temporary outage that halted production at the refinery beginning in the middle of June 2026.

4 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Figures/quotes linked to EDGAR · Narrative written by AI · Oct 9, 2026 · How we verify