The Job Chick

The Job Chick

Delta Airlines at a Crossroads

Margin Pressures and Network Changes Ahead

Amanda Goodall's avatar
Amanda Goodall
Sep 18, 2025
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Delta Airlines closed at $58 on September 17th, right at the top of its recent trading range. However, for investors, the coming months are critical as margin pressures and operational changes begin to shape the airline’s future performance.

The latest management’s guidance feels disconnected from structural reality - and I’ll tell you why. Let’s also look at what the post-Aeromexico and India 777 signals mean for Q1–Q2 26, and the underpriced risk that could pull this stock back toward the low $50s.

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