Now, let's get you set up for Delta results with our next guest, Jeffrey's aerospace and defense analyst, Sheila Kylo. Sheila, it's great to have you back on. Let's start right there.How does Delta set the stage for airline earnings and broader industrials. >> Sure. So, what we're looking for with Delta is flat price in the third quarter from down 2% in the first half.So, we're looking for an economic improvement on pricing and scheduled capacity cuts coming into the second half of this year and improving i ...

Now, let's get you set up for Delta results with our next guest, Jeffrey's aerospace and defense analyst, Sheila Kylo. Sheila, it's great to have you back on. Let's start right there.How does Delta set the stage for airline earnings and broader industrials. >> Sure. So, what we're looking for with Delta is flat price in the third quarter from down 2% in the first half.So, we're looking for an economic improvement on pricing and scheduled capacity cuts coming into the second half of this year and improving i ...

Delta Air Lines (NYSE:DAL) is due to report its Q3 results on October 9, with Wall Street expecting modest revenue and EPS growth. The airline is projected to report a 9.4% YY jump in revenue to $15.96B while the consensus ...

Core Viewpoint - Delta Airlines is expected to report solid third-quarter earnings, with analysts predicting adjusted earnings per share of $1.57 on revenue of nearly $16 billion, reflecting a significant recovery since April's lows [1][3]. Earnings Expectations - Analysts anticipate a strong quarter for Delta, supported by positive demand trends observed since mid-summer [3][4]. - The sustainability of domestic demand will be a key focus in the earnings report, especially considering the extended shoulder season into fall [5][6]. Market Positioning - Delta is well-positioned compared to its peers, particularly due to its exposure to the premium segment, which has shown resilience and higher margins despite previous demand weaknesses [9]. - The balance of capacity to demand is crucial for maintaining price support as the year concludes [6][9]. Trading Strategies - Two bullish trading strategies for Delta have been proposed ahead of the earnings report: 1. A more aggressive strategy involves buying an in-the-money call vertical with a $1.80 debit, targeting a potential profit of $3.20 if the stock exceeds $61 [12][13]. 2. A lower-risk strategy involves a bullish call calendar, costing approximately $0.60, which allows for profitability within a range of $57.58 to $66 [16][17].

Analyst’s Disclosure:I/we have a beneficial long position in the shares of BMWKY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advic ...

Saul Loeb / AFP via Getty Images Delta is expected to post strong third-quarter results, analysts say. Key Takeaways Delta Air Lines and United Airlines are expected to report relatively strong third-quarter performance due to robust international, corporate and premium ticket sales, analysts said. Other airlines may have struggled more as consumers take fewer domestic flights in the main cabin, analysts said. Delta is slated to be the first airline to report third-quarter earnings this Thursday. ...

Core Viewpoint - Delta Air Lines is facing challenges despite being a strong performer in the airline sector, with a recent earnings outlook cut due to reduced consumer and corporate confidence [1][2] Company Summary - Delta Air Lines provides passenger and cargo air transportation, operating a large fleet and global network across major hubs, along with aircraft maintenance, repair, and overhaul services [2] - The company has recently slashed its first-quarter earnings outlook, attributing this to increased macro uncertainty affecting domestic demand [2] Industry Context - The airline industry is experiencing a mixed performance, with Delta being noted as one of the best performers yet still down 5% for the year [1] - There is an ongoing appetite for travel, but the overall consumer sentiment appears to be weakening, impacting demand [1][2]

Core Insights - Delta Air Lines is expected to report third-quarter earnings of $1.53 per share, an increase from $1.50 per share in the same period last year, with projected revenue of $15.94 billion compared to $15.68 billion a year earlier [1] Dividend Information - Delta currently offers an annual dividend yield of 1.29%, translating to a quarterly dividend of $0.19 per share, or $0.75 annually [2] - To achieve a monthly income of $500 from dividends, an investor would need to own approximately 8,000 shares, equating to an investment of about $466,080 [3] - For a more conservative monthly income goal of $100, an investor would need 1,600 shares, requiring an investment of approximately $93,216 [3] Dividend Yield Dynamics - The dividend yield is calculated by dividing the annual dividend payment by the current stock price, which can fluctuate based on stock price changes [4] - If a company's stock price increases while the dividend payment remains the same, the dividend yield decreases, and vice versa [4][5] - Changes in the dividend payment itself can also affect the dividend yield; an increase in the dividend payment raises the yield if the stock price stays constant [5] Stock Performance - Delta Air Lines shares increased by 1.8%, closing at $58.26 [5] - Analyst Christopher Stathoulopoulos from Susquehanna maintained a Positive rating on Delta and raised the price target from $65 to $68 [6]

Core Insights - Delta Air Lines is scheduled to announce its earnings on October 9, 2025, with consensus predictions estimating earnings at $1.52 per share and total sales of $15.94 billion, reflecting an increase from last year's earnings of $1.50 per share on revenues of $15.68 billion [4] Historical Performance - Historically, Delta Air Lines' stock has shown a significant negative tendency following earnings reports, with a negative one-day return in 65% of cases over the past five years, a median one-day drop of -2.7%, and the largest one-day decrease reaching -9.0% [3][7] - In the last five years, there have been 20 earnings data points, with 7 positive and 13 negative one-day returns, resulting in positive returns approximately 35% of the time, which drops to 33% over the past three years [7] Financial Metrics - Delta Air Lines currently has a market capitalization of $37 billion, with reported revenue of $62 billion over the past twelve months, achieving an operating profit of $5.8 billion and a net income of $4.5 billion [4]

Market Overview - Jim Cramer discussed various market events, focusing on corporate earnings, interest rates, and market expectations [1] - The recent rally in the market has been largely driven by expectations of further interest rate cuts, but comments from Federal Open Market Committee member Austan Goolsbee indicated that the current economic strength may not justify such cuts [2][3] Corporate Earnings - Levi Strauss & Co. is highlighted as a stock to watch, with Cramer optimistic about its upcoming earnings, noting its reliability despite tariffs and a recent 52-week high [7] - The company reported a 9% organic sales growth in its last quarter, exceeding estimates, and management raised their full-year forecast [7] - Delta Air Lines is considered a tough stock to own, with a recent guidance cut due to reduced consumer and corporate confidence, impacting its revenue growth forecast from 8% to 4% [8][10][11] Hedge Fund Sentiment - A list of 7 stocks discussed by Cramer includes insights into hedge fund sentiment, indicating that these stocks are of interest to institutional investors [5][6]