$DAL

Delta Air Lines reduced its Boeing 757 fleet from 127 to 83 between October 2023 and February 2026, retiring older aircraft but using some for spare parts. The shift reflects higher fuel costs and the adoption of newer aircraft like the Airbus A321neo. Delta remains the largest operator of the 757, with 83 in service as of February 2026, according to the airline's fleet information.

Boeing's 787-10 Dreamliner, launched in 2013, saw slow sales due to range limitations. Recent orders from major airlines like Qatar Airways, British Airways, Delta, and United have boosted its sales, with 433 orders by mid-2025. The 787-10 offers higher capacity but shorter range than competitors like the Airbus A350-900, making it suitable for medium-haul routes. Boeing's backlog for the 787-10 has grown significantly, reaching 433 orders by mid-2025, as airlines prioritize capacity over range.

Delta Air Lines is expanding its Airbus A350 fleet with four new nonstop routes by May 2027, including Riyadh and Manila. The airline currently operates 42 A350-900s and plans to add 17 more, with options for 20 additional widebodies. Delta's A350 strategy focuses on long-haul markets, with Atlanta and Los Angeles as key hubs. The airline aims to complete fleetwide conversions by the end of 2027 and introduce A350-1000s in 2027.

Delta Air Lines CEO Ed Bastian criticized plans to separate Delta from Virgin Atlantic at London Heathrow Airport, calling them 'short-sighted' and 'bad for consumers'. The proposal would move Delta to Terminal 4 in 2028, ending their co-location with Virgin Atlantic at Terminal 3. Bastian highlighted the benefits of their current arrangement, including convenient connections and premium amenities.

Korean Air cannot confirm if Hoban Group has overtaken Cho Won-tae as Hanjin KAL's largest shareholder due to lack of information on Hoban's latest share purchases. Cho recently agreed to buy 325,000 additional shares, increasing his stake to 21.06%. The ownership contest may impact Hanjin KAL's management control and Korean Air's integration plans.

United Airlines notified passengers of a new CDC-mandated check-in requirement for all U.S.-bound flights starting November 3, 2026, due to an Ebola outbreak. Travelers must attest they haven't visited the Democratic Republic of the Congo in the past 21 days. Non-compliance may result in denied boarding, fines, or imprisonment. Delta, American, and JetBlue have also issued similar warnings. The CDC reports over 10,400 confirmed Ebola cases in the DRC, with a 48.6% fatality rate.

Delta State University partners with Delta Air Lines to offer students a career pathway through the Propel Pilot Career Path Program. Eligible students can apply while working as flight instructors and receive job offers contingent on meeting milestones. The partnership streamlines the hiring process for Endeavor Air and Delta Air Lines. According to Delta State, the program provides a clear career path for students.

Delta Air Lines plans to launch nonstop service from Austin to Northwest Arkansas in March 2027, expanding its focus city strategy. The route will be operated by a regional jet, connecting Austin to Arkansas and nearby states. Delta has been rapidly growing its Austin operations, aiming to become the leading corporate carrier for the city, though it has not designated Austin as a hub.

Delta Air Lines (DAL) is a major player in the airline industry with 18% domestic market share and strong premium travel demand. It reported $5B net income in 2025, but Q3 2026 saw a 47% YoY drop in net income due to rising fuel costs. DAL pays a 1.1% dividend and is included in several ETFs. The company has not announced a stock split as of late 2026.

American Airlines is reducing seats from five U.S. ski destinations this winter, with Telluride (TEX) seeing the largest cut at nearly 30%. Vail (EGE) and Jackson Hole (JAC) also face reductions. Some routes are being cut entirely, while others see increased seats. United Airlines is expanding capacity in these areas, while other carriers like JetBlue and Breeze Airways are also making cuts.