Delta (DAL): FY26 Q2 earnings call, Jul 10, 2026
On its Jul 10, 2026 earnings call (FY26 Q2), Delta said 21 of the 32 words Kalshi and Polymarket listed; Parrot’s count agreed with all 32 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
32 words · 21 settled yes · our count agreed on 32 of 32- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Delta 15+ times | Yes | 55 | 55 | ✓ | 86%transcripts from the transcript model | Hear it 0:00, Delta 15+ times | – |
| Revenue 10+ times | Yes | 51 | 51 | ✓ | 86%transcripts from the transcript model | Hear it 0:56, Revenue +10 times | – |
| Fuel 5+ times | Yes | 35 | 35 | ✓ | 72%transcripts from the transcript model | Hear it 4:29, Fuel 5+ times | – |
| Capacity | Yes | 32 | 32 | ✓ | 96%transcripts from the transcript model | Hear it 5:44, Capacity | – |
| Premium | Yes | 30 | 30 | ✓ | 96%transcripts from the transcript model | Hear it 4:17, Premium | – |
| Margin | Yes | 24 | 24 | ✓ | 96%transcripts from the transcript model | Hear it 2:14, Margin | – |
| International | Yes | 22 | 22 | ✓ | 94%transcripts from the transcript model | Hear it 12:23, International | – |
| Demand 5+ times | Yes | 14 | 14 | ✓ | 87%transcripts from the transcript model | Hear it 2:04, Demand +5 times | – |
| Corporate | Yes | 13 | 13 | ✓ | 96%transcripts from the transcript model | Hear it 0:31, Corporate | – |
| Cargo | Yes | 13 | 13 | ✓ | 87%transcripts from the transcript model | Hear it 13:00, Cargo | – |
| Fleet | Yes | 11 | 11 | ✓ | 93%transcripts from the transcript model | Hear it 7:36, Fleet | – |
| Technology | Yes | 10 | 10 | ✓ | 86%n=3+tx from settlement history blended with transcripts | Hear it 8:45, Technology | – |
| American Express / Amex | Yes | 9 | 9 | ✓ | 90%transcripts from the transcript model | Hear it 4:04, American Express / Amex | – |
| Loyal / Loyalty | Yes | 7 | 7 | ✓ | 94%transcripts from the transcript model | Hear it 3:54, Loyal / Loyalty | – |
| Leverage | Yes | 7 | 7 | ✓ | 87%transcripts from the transcript model | Hear it 17:10, Leverage | – |
| Partnership | Yes | 6 | 6 | ✓ | 93%n=3+tx from settlement history blended with transcripts | Hear it 4:05, Partnership | – |
| World Cup | Yes | 5 | 5 | ✓ | 18%transcripts from the transcript model | Hear it 53:30, World Cup | – |
| Guidance | Yes | 3 | 4 | ✓ | 91%n=3+tx from settlement history blended with transcripts | Hear it 2:16, Guidance | – |
| Acquisition | Yes | 1 | 1 | ✓ | 86%n=3+tx from settlement history blended with transcripts | Hear it 4:21, Acquisition | – |
| Headwind | Yes | 1 | 1 | ✓ | 63%transcripts from the transcript model | Hear it 6:03, Headwind | – |
| Dividend | Yes | 1 | 1 | ✓ | 56%transcripts from the transcript model | Hear it 2:35, Dividend | – |
| Tariff | No | 0 | 0 | ✓ | 82%n=3+tx from settlement history blended with transcripts | – | |
| Weather | No | 0 | 0 | ✓ | 74%n=3+tx from settlement history blended with transcripts | – | |
| YouTube | No | 0 | 0 | ✓ | 66%n=3+tx from settlement history blended with transcripts | – | |
| Oil | No | 0 | 1 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – | |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 47%n=2+tx from settlement history blended with transcripts | – | |
| Tailwind | No | 0 | 1 | ✓ | 35%transcripts from the transcript model | – | |
| Vacation | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – | |
| Nonstop / Non-Stop | No | 0 | 0 | ✓ | 19%n=3+tx from settlement history blended with transcripts | – | |
| Absorption | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – | |
| Occupancy | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – | |
| Iran | No | 0 | 0 | ✓ | 13%n=1+tx from settlement history blended with transcripts | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
32 matches for “Capacity”; 5 quoted, at least 25 words apart.
With continued revenue momentum, measured capacity, and a more stable fuel environment, we expect to return to earnings growth on double-digit operating margins in the…
…of our expectations, up 14% over the prior year on approximately 1% capacity growth, driving total unit revenue growth of 12.4%. We are focused on…
…and main cabin products. These trends, combined with our measured approach to capacity growth, support the sustainability of yield strength. We accept September quarter revenue…
Capacity for the third quarter is up 1%, while fourth quarter planned 2%-3%, led by international. Our integrated commercial strategy is how we will continue…
…remains one of Delta's most valuable assets. SkyMiles membership growth is outpacing capacity, led by double-digit gains among Gen Z members. That engagement is translating…
Where the listed words were said
Good morning, everyone, and welcome to the Delta Air Lines June Quarter 2026 financial results conference call. My name is Matthew, and I'll be your…
…Dan will cover the operation. Joe will provide an update on the revenue environment. Erik will discuss costs and our balance sheet. After the prepared…
…this year, up 10% over 2025. As I stated in April, high fuel prices have proven to be the most powerful catalyst for change in…
…year in the June quarter, reflecting higher crew and revenue-related costs on capacity growth several points below our initial plan. Through the first half, we…
…total revenue in the quarter, up two points over last year, with premium and loyalty revenue both up nearly 20%. Cargo revenue grew 39%, primarily…
…profits of $1.4 billion, earnings of $1.56 per share, and an operating margin of 9%, all better than the guidance that we provided at the…
…of a business-oriented network in a post-summer environment, not only for domestic but for international. That's where our confidence comes from in the back half.
…moments and connections that matter most to them, driving sustained strength and demand for air travel. These trends align well with Delta's strategy, demonstrating the…
…any time. I would now like to turn the conference over to Julie Stewart, Vice President of Investor Relations and Corporate Development. Please go ahead.
…our international growth has been important to us. That's why the MRO and cargo are important to us, all of which are growing double digits.
…Fast, free Wi-Fi is already available to members across nearly our entire fleet, with satellite upgrades coming online in the months ahead to deliver even…
…to get better every day. This, combined with the continued investment in technology and data, better position our people to run a great operation, improving…
Agents: this page as TSV at /api/v1/appearances/delta:2026-07-10:earnings_call · words: /api/v1/brief?appearance=delta:2026-07-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP