Airline stocks, particularly Delta Air Lines (DAL) and United Airlines (UAL), have been surging in 2026. The rally coincided with record-breaking air travel levels during Thanksgiving and Christmas, highlighting the industry’s resilience post-pandemic. Delta and United lead in profitability and liquidity compared to other major domestic carriers like American Airlines (AAL) and Southwest Airlines (LUV), with high free cash flow conversion rates and impressive earnings quality indicators.

Looking ahead, Delta and United are expected to see strong earnings growth in fiscal year 2026, with projections pointing to new record highs for both companies. Despite their industry-leading positions, both stocks trade at reasonable valuations, making them attractive investment options. Favorable Q4 reports and guidance will be key in determining further upside potential for Delta and United, which currently hold a Zacks Rank #3 (Hold).

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Read more at NASDAQ: Delta Vs United: Which Airline Stock is the Better Investment for 2026?