DELTA AIR LINES, INC. — Form 10-Q
Filed October 9, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 18/100
What the filing says
On September 29, 2026, Delta Air Lines and The Boeing Company executed Supplemental Agreement No. 05 to Purchase Agreement PA-04696, amending Delta's Boeing 737-10 aircraft order. The amendment revised aircraft configuration, buyer-furnished equipment variables, and multiple letter agreements governing option aircraft, special matters, and other terms. However, all material terms—aircraft counts, prices, delivery schedules, and financial accommodations—are redacted as confidential, preventing concrete assessment of the amendment's business impact.
Why this rating
Routine contractual amendment with material terms redacted; no disclosed quantitative impact relative to $32.1B market cap. Standard aircraft purchase agreement maintenance.
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