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Stock Analysis
DAL Industrials Latest YouTube: Q1 2026

DAL

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

DAL Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q1 2026
Podcast available
No
Current price
$87.29
-1.29 (-1.46%)
Trailing / Forward P/E
12.74x
Forward: 10.48x
Market cap / Volume
Volume:
Revenue / Earnings Growth
12.9%
Earnings: —
Margins
3.2% op
Gross: 19.9% · Net: 6.9%
Balance sheet
0.42x current
Debt / Equity: 105.0
52-week range / Beta
$49.83 - $95.68
Beta: 1.29
Analyst target
$97.48
Upside: 11.7%
Cash / shareholder return
5.39% FCF yield
Dividend yield: 0.85%

Company context

Industry: Airlines
Country: United States
Employees:
Price to book: 2.80x
Return on equity: 25.0%
Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Detroit, Minneapolis-St. Paul, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Bogota, Lima, Mexico City, London-Heathrow, Paris-Charles de Gaulle, Santiago (Chile), Sao Paulo, Seoul-Incheon, and Tokyo. It also provides aircraft maintenance and engineering support, repair, and overhaul services; and vacation packages. The company operates through a fleet of approximately 1,314 aircraft. Delta Air Lines, Inc. was founded in 1924 and is headquartered in Atlanta, Georgia.

Price chart

Market context for DAL

Competitive view

DAL vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

DAL latest YouTube video thumbnail YouTube
DAL
DAL
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Honeywell International Inc. latest YouTube video thumbnail YouTube
Honeywell International Inc.
HON
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Lockheed Martin Corporation latest YouTube video thumbnail YouTube
Lockheed Martin Corporation
LMT
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
DAL
$57.35B
DAL
HON
$69.82B
Honeywell International Inc.
LMT
$121.73B
Lockheed Martin Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
DAL
12.7x
DAL
HON
17.6x
Honeywell International Inc.
LMT
25.5x
Lockheed Martin Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
DAL
10.5x
DAL
HON
22.9x
Honeywell International Inc.
LMT
16.4x
Lockheed Martin Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
DAL
12.9%
DAL
HON
2.4%
Honeywell International Inc.
LMT
0.3%
Lockheed Martin Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
DAL
DAL
HON
-41.9%
Honeywell International Inc.
LMT
-11.5%
Lockheed Martin Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
DAL
3.2%
DAL
HON
21.0%
Honeywell International Inc.
LMT
11.0%
Lockheed Martin Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
DAL
19.9%
DAL
HON
36.9%
Honeywell International Inc.
LMT
9.9%
Lockheed Martin Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
DAL
6.9%
DAL
HON
10.9%
Honeywell International Inc.
LMT
6.4%
Lockheed Martin Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
DAL
25.0%
DAL
HON
24.3%
Honeywell International Inc.
LMT
67.6%
Lockheed Martin Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
DAL
5.4%
DAL
HON
4.2%
Honeywell International Inc.
LMT
3.3%
Lockheed Martin Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
DAL
105.02x
DAL
HON
257.39x
Honeywell International Inc.
LMT
276.37x
Lockheed Martin Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
DAL
0.42x
DAL
HON
1.39x
Honeywell International Inc.
LMT
1.14x
Lockheed Martin Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
DAL
1.29
DAL
HON
0.93
Honeywell International Inc.
LMT
0.11
Lockheed Martin Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
DAL
0.8%
DAL
HON
4.1%
Honeywell International Inc.
LMT
2.5%
Lockheed Martin Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
DAL
11.7%
DAL
HON
10.6%
Honeywell International Inc.
LMT
16.6%
Lockheed Martin Corporation

Episode timeline

Episode archive for DAL

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube complete
DAL Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for DAL. Use the links on the right to open the video or podcast episode.