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Side-by-side financial comparison of Capital One (COF) and Delta Air Lines (DAL). Click either name above to swap in a different company.
Delta Air Lines is the larger business by last-quarter revenue ($16.0B vs $11.7B, roughly 1.4× Capital One). On growth, Capital One posted the faster year-over-year revenue change (52.3% vs 14.0%). Over the past eight quarters, Capital One's revenue compounded faster (10.9% CAGR vs -2.0%).
Capital One Financial Corporation is an American bank holding company founded on July 21, 1994, and specializing in credit cards, auto loans, banking, and savings accounts, headquartered in Tysons, Virginia, with operations primarily in the United States. It is the sixth-largest bank in the United States by total assets as of June 30, 2025, the third-largest issuer of Visa and Mastercard credit cards, and one of the largest car finance companies in the United States.
Delta Air Lines, Inc. is a major airline in the United States headquartered in Atlanta, Georgia, operating nine hubs, with Hartsfield–Jackson Atlanta International Airport being its largest in terms of total passengers and number of departures. With its regional subsidiaries and contractors operating under the brand name Delta Connection, Delta has over 5,400 flights daily and serves 325 destinations in 52 countries on six continents.
COF vs DAL — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $11.7B | $16.0B |
| Net Profit | $2.2B | — |
| Gross Margin | — | — |
| Operating Margin | — | 9.2% |
| Net Margin | 18.6% | — |
| Revenue YoY | 52.3% | 14.0% |
| Net Profit YoY | 54.8% | — |
| EPS (diluted) | $3.34 | $1.85 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $11.7B | $16.0B | ||
| Q4 25 | $15.6B | $16.0B | ||
| Q3 25 | $15.4B | $16.7B | ||
| Q2 25 | $12.5B | $16.6B | ||
| Q1 25 | $10.0B | $14.0B | ||
| Q4 24 | $10.2B | $15.6B | ||
| Q3 24 | $10.0B | $15.7B | ||
| Q2 24 | $9.5B | $16.7B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $-4.3B | $2.1B | ||
| Q1 25 | $1.4B | $240.0M | ||
| Q4 24 | $1.1B | $843.0M | ||
| Q3 24 | $1.8B | $1.3B | ||
| Q2 24 | $597.0M | $1.3B |
| Q1 26 | — | 9.2% | ||
| Q4 25 | 85.8% | 9.2% | ||
| Q3 25 | 28.5% | 10.1% | ||
| Q2 25 | -47.5% | 12.6% | ||
| Q1 25 | 17.3% | 4.1% | ||
| Q4 24 | 14.3% | 11.0% | ||
| Q3 24 | 22.1% | 8.9% | ||
| Q2 24 | 6.8% | 13.6% |
| Q1 26 | 18.6% | — | ||
| Q4 25 | 87.2% | 7.6% | ||
| Q3 25 | 20.8% | 8.5% | ||
| Q2 25 | -34.2% | 12.8% | ||
| Q1 25 | 14.0% | 1.7% | ||
| Q4 24 | 10.8% | 5.4% | ||
| Q3 24 | 17.7% | 8.1% | ||
| Q2 24 | 6.3% | 7.8% |
| Q1 26 | $3.34 | $1.85 | ||
| Q4 25 | $4.33 | $1.85 | ||
| Q3 25 | $4.83 | $2.17 | ||
| Q2 25 | $-8.58 | $3.27 | ||
| Q1 25 | $3.45 | $0.37 | ||
| Q4 24 | $2.67 | $1.29 | ||
| Q3 24 | $4.41 | $1.97 | ||
| Q2 24 | $1.38 | $2.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $4.3B |
| Total DebtLower is stronger | — | $12.5B |
| Stockholders' EquityBook value | $112.3B | $20.9B |
| Total Assets | $682.9B | $81.3B |
| Debt / EquityLower = less leverage | — | 0.60× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | — | $3.3B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $4.2B |
| Q1 26 | — | $12.5B | ||
| Q4 25 | $49.9B | $12.5B | ||
| Q3 25 | $50.9B | $12.8B | ||
| Q2 25 | $51.9B | $12.8B | ||
| Q1 25 | $41.2B | $12.9B | ||
| Q4 24 | $45.0B | $14.0B | ||
| Q3 24 | $48.8B | $14.4B | ||
| Q2 24 | $47.2B | $15.0B |
| Q1 26 | $112.3B | $20.9B | ||
| Q4 25 | $113.6B | $20.9B | ||
| Q3 25 | $113.8B | $18.8B | ||
| Q2 25 | $111.0B | $17.4B | ||
| Q1 25 | $63.5B | $15.4B | ||
| Q4 24 | $60.8B | $15.3B | ||
| Q3 24 | $62.9B | $13.6B | ||
| Q2 24 | $58.0B | $12.4B |
| Q1 26 | $682.9B | $81.3B | ||
| Q4 25 | $669.0B | $81.3B | ||
| Q3 25 | $661.9B | $79.6B | ||
| Q2 25 | $659.0B | $78.4B | ||
| Q1 25 | $493.6B | $77.3B | ||
| Q4 24 | $490.1B | $75.4B | ||
| Q3 24 | $486.4B | $75.4B | ||
| Q2 24 | $480.0B | $75.2B |
| Q1 26 | — | 0.60× | ||
| Q4 25 | 0.44× | 0.60× | ||
| Q3 25 | 0.45× | 0.68× | ||
| Q2 25 | 0.47× | 0.74× | ||
| Q1 25 | 0.65× | 0.83× | ||
| Q4 24 | 0.74× | 0.92× | ||
| Q3 24 | 0.78× | 1.05× | ||
| Q2 24 | 0.81× | 1.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COF
Segment breakdown not available.
DAL
| Passenger Air Traffic | $10.8B | 67% |
| Product And Service Other Refinery | $1.7B | 10% |
| Product And Service Other Loyalty Program | $1.2B | 8% |
| Passenger Loyalty Travel Awards | $1.0B | 6% |
| Passenger Travel Related Services | $506.0M | 3% |
| Product And Service Other Ancillary Businesses | $380.0M | 2% |
| Cargo And Freight | $226.0M | 1% |
| Product And Service Other Miscellaneous | $71.0M | 0% |
