Delta Air Lines

DALintermediary

Delta Air Lines is a major US airline and one of the most profitable carriers globally, known for its premium service, operational reliability, and strong loyalty program. It operates hubs in Atlanta, Minneapolis, Detroit, and New York.

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产品与营收

产品营收占比

营收构成 ($58.0B)

静态数据（加载实时财务…）

Passenger - Domestic (50%)

Passenger - International (30%)

Loyalty & Other (15%)

Cargo (5%)

业务板块构成与主要客户

产品详情

Passenger Revenue - Domestic50%

Domestic mainline and regional airline operations across the US

Passenger Revenue - International30%

Transatlantic, transpacific, and Latin American routes

Cargo5%

Air freight and mail transportation services

Loyalty & Other15%

SkyMiles program, MRO services, and Delta TechOps

供应链关系

竞争对手

United Airlines Holdings

Domestic and international air travel

影响: Major airline competitor

Southwest Airlines

Domestic air travel

影响: Domestic competitor

主要客户

GE Aerospace

GE/CFM jet engines

影响: $2B+ in engine orders and MRO

宏观与市场背景

산업재行业新闻

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

近期催化剂

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

AI 分析

点击「获取 AI 分析」以获得 Delta Air Lines 的 AI 供应链分析。

企业信息

总部

Atlanta, Georgia, USA

成立时间

1924

员工人数

100,000+

官网

delta.com

行业概况 — 산업재

行业新闻