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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產品與營收

產品營收佔比

營收結構 ($58.0B)

靜態數據（加載即時財務…）

Passenger - Domestic (50%)

Passenger - International (30%)

Loyalty & Other (15%)

Cargo (5%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

United Airlines Holdings

Domestic and international air travel

影響: Major airline competitor

Southwest Airlines

Domestic air travel

影響: Domestic competitor

主要客戶

GE Aerospace

GE/CFM jet engines

影響: $2B+ in engine orders and MRO

宏觀與市場背景

산업재行業新聞

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

近期催化劑

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

AI 分析

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企業資訊

總部

Atlanta, Georgia, USA

成立時間

1924

員工人數

100,000+

官網

delta.com

行業概況 — 산업재

行業新聞