$1.5B revenue loss possible for Delta $DAL

Insider Scoop on Delta’s Labor Risks while "Growing into that Workforce"

I cut through corporate spin to deliver unfiltered insights on Delta Air Lines DAL 0.00%↑ and its workforce dynamics, helping you have sharp analysis for your investment calls.

Delta’s Q3 2025 results were strong, with adjusted earnings per share (EPS) of $1.71, up 14% from $1.50 in Q3 2024, and record adjusted revenue of $15.2 billion, up 4.1% year-over-year.

The stock closed at $59.57 on October 9, 2025 (real-time data), near its recent high, buoyed by reaffirmed full-year EPS guidance of $6 and free cash flow of $3.5–$4 billion.

Analysts are buzzing, with 15 “Strong Buy” ratings and targets averaging $71.25–$74.00.

But as I warned on September 17 (when DAL was $58), structural risks, lean staffing, the Aeromexico JV unwind, and fleet shifts totally threaten Q1–Q2 2026 margins, potentially driving DAL to the low $50s.

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