DAL
INSIDER SELLDELTA AIR LINES, INC.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
PositiveDelta beat Q2 earnings expectations ($1.56 vs. $1.48 EPS) and reaffirmed full-year guidance despite record fuel costs, driven by strong pricing power and premium cabin expansion ($6.92B revenue nearly matching main cabin). However, operational challenges including 3% July cancellation rate, safety incidents, and labor cost inflation pose execution risks, while CEO commentary suggests structural price elevation may persist independent of fuel moderation.
Red flags
- •Nearly 3% flight cancellation rate in July amid pilot contract challenges signals operational reliability deterioration
- •Two taxiway collisions at LaGuardia and firework strike incident raise operational safety concerns
- •EPS estimates had fallen 26.4% over 90 days prior to earnings despite Q2 beat, indicating analyst confidence volatility
- •CEO guidance that fares will remain elevated even if fuel moderates suggests limited downside optionality if demand softens
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| HUERTA MICHAEL P | — | SELL | 3K | $94.11 | $0.29M | 2026-08-05 | ↗ |
| Sear Steven M | EVP - Global Sales & Distrib | SELL | 40K | $93.55 | $3.79M | 2026-08-05 | ↗ |
| Carter Peter W | President | SELL | 40K | $92.98 | $3.71M | 2026-08-04 | ↗ |
| BELLEMARE ALAIN | EVP & Pres. - International | SELL | 35K | $92.72 | $3.25M | 2026-08-04 | ↗ |
| Bastian Edward H | Chief Executive Officer | SELL | 207K | $92.80 | $19.16M | 2026-08-04 | ↗ |
| DEWALT DAVID G | — | SELL | 32K | $90.85 | $2.88M | 2026-08-03 | ↗ |
Fund 13D/13G Filings (2)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Berkshire Hathaway | SC 13G/A | +17.5M | 8.7% | -7.5% vs SPY -9.3% abs | 2026-08-14 | ↗ |
| Berkshire Hathaway | SC 13G | NEW | 6.1% | +24.8% vs SPY +30.3% abs | 2026-05-15 | ↗ |