DALNEUTRAL

DAL Gross Margin Analysis

23.0%

Updated 60h ago·SEC filings & market data

Key Takeaway

DAL’s gross margin of 23.0% means that for every dollar of revenue, the company keeps 23 cents after covering the direct costs of providing its services (like fuel, labor, and aircraft maintenance).

Sector Performance

17th percentile

DAL

23.0%

Sector Median

44.6%

Sector Avg

45.5%

Prior Period

18.6%(Jul 2026)

↑ Improving

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Deep Analysis

That figure is well below the sector median of 44.6%, placing DAL in the 17th percentile among its industry peers—a bottom-quartile position. The year-over-year change is not available, but the quarter-over-quarter change shows an improvement of +23.7% (from 18.6% to 23.0%), though only two quarters of data are available, so no multi-quarter trend can be assessed. A low gross margin combined with a recent sharp quarterly increase suggests the company is still operating with below-average cost efficiency, yet the near-term bounce could indicate a step toward normalization after a period of pressure. This mixed picture—weak level versus improving direction—introduces uncertainty: the margin recovery could reduce investment risk if sustained, but the gap to the peer median remains large. The metric neither strongly supports nor contradicts the overall NEUTRAL verdict; it highlights a key area of relative weakness that warrants monitoring, consistent with a balanced view.

Frequently Asked Questions

What does the Gross Margin tell investors about DAL?

Gross margin reveals pricing power and cost structure. Software companies often sustain 70–80%; manufacturers typically 30–50%. Expansion is a bullish signal.

How is the Gross Margin calculated?

Gross Margin is calculated as: Gross Profit / Revenue.

Who are DAL's closest peers by Gross Margin?

The closest peers by Gross Margin include: MSCI (82.7%), SYF (82.7%), EA (82.8%), THC (83.4%), INTU (83.9%).

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Learn More About Gross Margin

Gross Margin vs Net Margin: Why the Gap Between Them Tells You Everything

Gross margin vs net margin: learn what the spread between them reveals about operating leverage, cost structure, and early warning signs in any stock.

The Formula

Gross Profit / Revenue

Why It Matters

Gross margin reveals pricing power and cost structure. Software companies often sustain 70–80%; manufacturers typically 30–50%. Expansion is a bullish signal.