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Jefferies's Sheila Kahyaoglu raised their price target on Delta Air Lines (NYSE: DAL) by 4.8% from $105 to $110 on 2026/07/10. The analyst maintained their Strong Buy rating on the stock.

Delta Air Lines reported its Q2 2026 earnings.

Raising their price target, Kahyaoglu highlighted that the quarter's bottom-line was only down $500M Y/Y in spite of a fuel bill higher by $1.65B.

Looking ahead, the analyst said that the revenue recapture and constructive setup will deliver further sequential TRASM expansion, from 12% in Q2 to mid-teens in each of Q3 and Q4.

Kahyaoglu big-pictured that Delta Air Lines is capitalizing on the "plentiful shots on goal" offered by its diversified revenue base.

Earnings Report

For Q2 2026, Delta Air Lines reported:

• EPS of $1.56, which beat the Zacks Consensus Estimate of $1.51 but missed Q2 2025's $2.10.
• Revenue of $17.67B, which missed the Zacks Consensus Estimate by 0.53% but beat Q2 2025's $16.65B.

Management guided:

For Q3 2026:

• EPS of $2.00 to $2.50.
• Mid-teens Y/Y revenue growth.

For FY 2026:

• EPS of $6.50 to $7.50.

CEO Ed Bastian commented: “Today, we reported our June quarter results, and it is clear that Delta’s brand and industry position are stronger than ever.

"We delivered $1.4 billion in pre-tax profit while absorbing the highest quarterly fuel expense in our history, reflecting broad demand strength, growing brand preference and momentum across our diversified revenue base.

“Delta is executing from a position of strength, and we expect momentum to carry into the second half with double digit margins and a return to earnings growth.

"For the full year, we are affirming the guidance we set at the start of the year to grow earnings by 20 percent, overcoming a multi-billion dollar fuel headwind.

"This reinforces Delta's durability while positioning us to continue our momentum into 2027.”