DAL at a glance
Delta Air Lines (DAL, SEC CIK 27904) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on July 10, 2026, an 8-K current report on July 10, 2026 and Form 4 insider filings as recently as August 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Delta Air Lines (DAL) reported revenue of $63.4 billion (up 2.8% from FY2024) and net income of $5.0 billion. Diluted EPS was $7.66.
- As of June 30, 2026, 45 institutional investment managers tracked by SignalX reported holding Delta Air Lines (DAL) shares worth $28.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Sear Steven M on August 5, 2026 of 40,460 shares at $93.55 per share.
- In the last 90 days, DAL insiders reported 0 open-market purchases ($0) and 6 open-market sales ($33.1M) on Form 4, a net sale of $33.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $63.4B
- +2.8% vs prior year
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$33.1M
- 13F holders
- 45 funds
- $28.6B · +3 vs prior quarter
- Latest 8-K
- Jul 10, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Global passenger and cargo air transportation services
- No new products, services, or segments introduced or emphasized this year
- Strategic focus on enhancing customer experience under leadership of EVP Erik S. Snell since January 2025
- Leadership continuity with Erik S. Snell's expanded roles reflecting operational and customer service integration
- Access to comprehensive SEC filings publicly available on Delta's investor relations website ir.delta.com
Risk Factors
- No geopolitical or macroeconomic threat disclosed in the cybersecurity section
- Cybersecurity operational risk: information security leadership relies on 21 professional certifications to manage threat risks
- Competitive or market disruption risk not addressed in the cybersecurity section
Management Discussion & Analysis
- Profitability or margin change not detailed in provided text
- Cash flow and capital allocation figures not included
- No forward-looking management outlook or guidance mentioned
AI summary of the DAL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Operating cash flow $1,596M for three months ended June 30, 2026
- Investing cash outflow $1,512M, including strategic investments and related activity of $51M
- Free cash flow $209M after $4M pension contributions and $70M airport-project adjustments
Risk Factors
- No risk factors provided; submitted text contains equity purchases, exhibits, and signature sections only
- $1.0 billion opportunistic repurchase authorization remains unused through June 30, 2026
- New June 11, 2026 credit agreement indicates updated financing arrangements
AI summary of the DAL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release containing financial results furnished as Exhibit 99.1
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 14 director nominees elected, preserving Delta’s existing board composition
- Executive compensation approved with 503,418,157 votes for, supporting current pay practices
Item 1.01: Entry into a Material Definitive Agreement
- Item 1.01 references a material agreement creating a direct financial obligation
- Financial obligation terms and transaction details require review of the incorporated filing exhibit
AI summaries of DAL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DAL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Sear Steven M | M | Aug 5, 2026 | 40,460 | $51.23 |
| Sear Steven M | Sell | Aug 5, 2026 | 40,460 | $93.55 |
| Sear Steven M | M | Aug 5, 2026 | 40,460 | - |
| HUERTA MICHAEL P | Sell | Aug 5, 2026 | 3,100 | $94.11 |
| Carter Peter W | M | Aug 4, 2026 | 39,900 | $49.33 |
| Carter Peter W | Sell | Aug 4, 2026 | 39,900 | $92.98 |
| Carter Peter W | M | Aug 4, 2026 | 39,900 | - |
| BELLEMARE ALAIN | M | Aug 4, 2026 | 35,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $58.0B | $61.6B | $63.4B |
| Operating Income | $5.5B | $6.0B | $5.8B |
| Net Income | - | $3.5B | $5.0B |
| Op. Margin | 9.5% | 9.7% | 9.2% |
| Net Margin | - | 5.6% | 7.9% |
| Balance Sheet | |||
| Total Assets | $73.6B | $75.4B | $81.3B |
| Equity | $11.1B | $15.3B | $20.9B |
| ROE | - | 22.6% | 24.0% |
| Per Share | |||
| EPS | $7.17 | $5.33 | $7.66 |
| Cash Flow | |||
| Operating CF | $6.5B | $8.0B | $8.3B |
Source: XBRL data in Delta Air Lines (DAL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DAL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 45 | $28.62B |
| Q1 2026 | 42 | $19.22B |
| Q4 2025 | 38 | $17.97B |
| Q3 2025 | 38 | $15.32B |
| Q2 2025 | 37 | $12.13B |
| Q1 2025 | 34 | $8.57B |
| Q4 2024 | 33 | $9.47B |
| Q3 2024 | 26 | $3.50B |
- Berkshire Hathaway Inc+17.51M (+44%)
- FMR LLC (Fidelity)+5.68M (+21%)
- Goldman Sachs Group+1.22M (+24%)
- BlackRock+981.4K (+2%)
- State Street Corp+669.4K (+3%)
- Ameriprise Financial−2.88M (-72%)
- Morgan Stanley−1.68M (-13%)
- Invesco Ltd−1.15M (-19%)
- Vanguard Portfolio Management LLC−1.05M (-4%)
- Vanguard Capital Management LLC−637.0K (-2%)
- Two Sigma Investments+22.2K
- Hilltop Holdings Inc.+11.8K
- Blackstone Group+2.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 293 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DAL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 13F-HR | Aug 14, 2026 | Jun 30, 2026 | - | |
| 4 | Aug 6, 2026 | - | - | - |
| SC 13G | Aug 6, 2026 | - | - | |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Jul 10, 2026 | - | Analysis | - |
| 10-Q | Jul 10, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
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DAL SEC filings: frequently asked questions
Are DAL insiders buying or selling?
In the last 90 days, Delta Air Lines (DAL) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $33.1 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DAL stock?
As of June 30, 2026, the largest Delta Air Lines (DAL) holders among the 13F filers tracked by SignalX were Berkshire Hathaway Inc ($5.4 billion), BlackRock ($4.2 billion), Vanguard Capital Management LLC ($3.9 billion), FMR LLC (Fidelity) ($3.1 billion), Vanguard Portfolio Management LLC ($2.5 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DAL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Delta Air Lines (DAL) reported revenue of $63.4 billion (up 2.8% from FY2024) and net income of $5.0 billion. Diluted EPS was $7.66. The figures come from the XBRL data in the 10-K.
What are the main risks in DAL's latest 10-K?
In the 10-K filed February 11, 2026, Delta Air Lines (DAL) flagged: No geopolitical or macroeconomic threat disclosed in the cybersecurity section. Cybersecurity operational risk: information security leadership relies on 21 professional certifications to manage threat risks. (AI summary of the Risk Factors section.)
What did DAL report in its latest 8-K?
Delta Air Lines (DAL) filed an 8-K on July 10, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026.
What are the latest DAL SEC filings?
Delta Air Lines (DAL) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on July 10, 2026, an 8-K current report on July 10, 2026 and a Form 4 insider filing on August 6, 2026.
What is DAL's SEC CIK number?
Delta Air Lines (DAL)'s SEC Central Index Key (CIK) is 27904. EDGAR lists every DAL filing under that number.
Ask anything about DAL
The research agent reads DAL's filings, financials, insider trades and 13F holders, then answers with sources.