DAL compared with UNP: revenue, margins and what each company keeps, and the suppliers and customers both name
Comparison · two companies, one scale
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Watchlist prices, news filtered to it, and its next report on your desk.
Comparison · two companies, one scale
Watchlist prices, news filtered to it, and its next report on your desk.
Sign in to keep this comparison. A saved view records which companies, and which reading of them, then draws it again against a live tape whenever you open it.
Sign inTwo filed statements on one plate. Each side is drawn as a share of its own revenue, so band length reads as margin, never as company size. DAL keeps 8.1¢ of every revenue dollar to UNP's 29.0¢. By revenue, DAL's quarter is 2.9× UNP's, a fact this drawing states rather than draws.
Standardized lines from each company's own filing. Both quarters end on the same day (DAL Jun 30 '26, UNP Jun 30 '26). The gap column is a margin difference in percentage points, never a price direction, so it takes no colour and no caret.
The shared column is the reading: companies both sides name in their own filings. DAL names 19 counterparties, UNP names 2, and none appears on both lists. A shared supplier is a fact each company filed separately, not a measured dependency between the two.
No counterparty appears in both companies' filings. DAL names 19 and UNP names 2, and the two lists do not meet.