Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 78.87 · gapped above the open, then crossed back over prior close. High/low 80.32 at 9:15 am ET, 78.07 at 11:45 am ET.
Delta Air Lines, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Air Transportation, Scheduled
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of DAL revenue | Skew |
|---|---|---|---|
| AXPAmerican Express | 11.32% | 12.90% | 1.1× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Remuneration from American Express related to the SkyMiles program were $8.2 billion during 2025, an increase of approximately 11% compared to 2024.”
$8.2B relationship1.1× more of DAL’s book than AXP’s
basisDAL fy2025 · closed 2025-12 $63.4BAXP fy2025 · closed 2025-12 $72.2B
FILING10-K0000027904-26-000013cik 0000027904
“Also during 2024 we amended our purchase agreement with Boeing and received an updated delivery schedule for our Boeing 737-10 orders.”
FILING10-K0000027904-25-000004cik 0000027904
“SkyWest Airlines operates some flights for us under a revenue proration agreement.”
FILING10-K0000027904-25-000004cik 0000027904
“Our largest aircraft maintenance base, various equipment maintenance, cargo, flight kitchen and training facilities and most of our principal offices are located at or near the Atlanta airport on land leased from the City of Atlanta.”
FILING10-K0000027904-25-000004cik 0000027904
“Through our regional carrier program, Delta Connection ® , we have contractual arrangements with regional carriers to operate aircraft using our "DL" designator code. We currently have contractual arrangements with: • Endeavor Air, Inc., a wholly owned subsidiary of ours ("Endeavor"). • Republic Airways, Inc. • SkyWest Airlines, Inc. ("SkyWest Airlines").”
FILING10-K0000027904-25-000004cik 0000027904
“We are currently able to obtain adequate supplies of aircraft fuel, including fuel produced by Monroe or procured through the exchange of gasoline, diesel and other refined petroleum products ("non-jet fuel products") the refinery produces, and crude oil for Monroe's operations.”
FILING10-K0000027904-25-000004cik 0000027904
“Through our regional carrier program, Delta Connection ® , we have contractual arrangements with regional carriers to operate aircraft using our "DL" designator code. We currently have contractual arrangements with: • Endeavor Air, Inc., a wholly owned subsidiary of ours ("Endeavor"). • Republic Airways, Inc. • SkyWest Airlines, Inc. ("SkyWest Airlines").”
FILING10-K0000027904-25-000004cik 0000027904
“Our most significant and valuable contract to sell miles relates to our co-brand credit card relationship with American Express.”
FILING10-K0000027904-25-000004cik 0000027904
“As previously announced, we entered into Amendment No. 3 to Credit Agreement, dated April 30, 2025 (the "Third Credit Agreement Amendment"), by and among the Company, as borrower, the other Loan Parties (as defined herein) party thereto, as guarantors, Delta and the Agent (as defined herein), pursuant to which Delta extended the period during which the $100.0 million Revolving Credit Facility (as defined herein) is available to be drawn to September 20, 2026.”
FILING10-K0001628280-26-016512cik 0001819516disclosed by UP
“During 2024, we entered into a purchase agreement with Airbus for 20 A350-1000 aircraft, with an option to purchase an additional 20 widebody aircraft.”
FILING10-K0000027904-25-000004cik 0000027904
“On January 27, 2026, we entered into a definitive agreement with Airbus S.A.S. to purchase 16 Airbus A330-900 aircraft and 15 Airbus A350-900 aircraft, with an option to purchase up to an additional 20 widebody aircraft.”
FILING10-K0000027904-26-000013cik 0000027904
“While we have initiatives and disaster recovery plans in place to prevent or mitigate disruptions, we experienced a global outage caused by a faulty update by cybersecurity vendor CrowdStrike in July 2024 that resulted in global information technology outages of Windows-based systems.”
FILING10-K0000027904-25-000004cik 0000027904
“In particular, we are excited by our new partnership with Delta Air Lines that launched in late 2024, through which Shake Shack will be served aboard limited domestic flights.”
FILING10-K0001620533-25-000016cik 0001620533disclosed by SHAK
“Republic Airways subsequently expanded its partnership reach to Delta Air Lines in 2002 and United Airlines in 2004 and have operated under the same mission of unparalleled service each year.”
FILING10-K0001628280-26-019614cik 0000810332disclosed by RJET
“Strategic partnership with Delta We have a long-standing bilateral strategic partnership with Delta that started more than 25 years ago, and Delta owns 18.7% of our outstanding shares as of the date of this annual report.”
FILING20-F0001193125-26-197494cik 0001561861disclosed by AERO
“The B-787-10 aircraft will include GEnx engines manufactured by General Electric.”
FILING10-K0000027904-26-000013cik 0000027904
“As an example, in January 2026, the Company announced Delta Air Lines as the Official Airline of Sphere, and as part of the multi-faceted partnership, the Delta SKY360° Club became Sphere's first branded hospitality space.”
FILING10-K0001628280-26-007760cik 0001795250disclosed by SPHR
“The A330-900 aircraft will be powered by the Trent 7000 engine and the A350-900 aircraft will utilize the Trent XWB-84 EP engine, both manufactured by Rolls-Royce.”
FILING10-K0000027904-26-000013cik 0000027904
“We participate in the Civil Reserve Air Fleet program (the "CRAF Program"), which permits the U.S. military to use the aircraft and crew resources of participating U.S. airlines during airlift emergencies, national emergencies or times of war. We have agreed to make available under the CRAF Program a portion of our international aircraft during the contract period that ends on October 31, 2030, with the opportunity to opt in or out of the program every two years.”
FILING10-K0000027904-25-000004cik 0000027904
“In October 2022, we raised net proceeds of $60.0 million from the sale of 11,044,232 shares of our common stock and warrants to Delta Air Lines, Inc.”
FILING10-K0001819848-26-000160cik 0001819848disclosed by JOBY
Watchlist prices, news filtered to it, and its next report on your desk.
Delta Air Lines, Inc. has 16 disclosed suppliers and 4 disclosed customers. Each one is named in an SEC filing, either Delta Air Lines, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
DAL (Delta Air Lines, Inc.) has 16 disclosed suppliers and 4 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: UP −10.73%, in industrials & materials.