Delta Air Lines

DALintermediary

Delta Air Lines is a major US airline and one of the most profitable carriers globally, known for its premium service, operational reliability, and strong loyalty program. It operates hubs in Atlanta, Minneapolis, Detroit, and New York.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($58.0B)

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Passenger - Domestic (50%)

Passenger - International (30%)

Loyalty & Other (15%)

Cargo (5%)

Segment Breakdown & Key Customers

Product Details

Passenger Revenue - Domestic50%

Domestic mainline and regional airline operations across the US

Passenger Revenue - International30%

Transatlantic, transpacific, and Latin American routes

Cargo5%

Air freight and mail transportation services

Loyalty & Other15%

SkyMiles program, MRO services, and Delta TechOps

Supply Chain Relationships

Competitors

United Airlines Holdings

Domestic and international air travel

Impact: Major airline competitor

Southwest Airlines

Domestic air travel

Impact: Domestic competitor

Key Customers

GE Aerospace

GE/CFM jet engines

Impact: $2B+ in engine orders and MRO

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Delta Air Lines.

Company Info

Headquarters

Atlanta, Georgia, USA

Founded

1924

Employees

100,000+

Website

delta.com

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