July 10, 2026 12:16 PM GMT Delta Air Lines, Inc. | North America M Update 2Q26 Results/Guide Quick Takes We believe DAL's solid 2Q print, strong 3Q guide and restored FY guide despite extreme disruption in 2Q should pave the way for the stock to resume its path to $10 normalized EPS and multiple rerating to 15x. We are particularly encouraged that mgmt reiterated that they "are confident in the sustainability of yield and revenue strength" and saw 3Q "revenue growth improving sequentially" – both key tests ...