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Side-by-side financial comparison of Delta Air Lines (DAL) and PENSKE AUTOMOTIVE GROUP, INC. (PAG). Click either name above to swap in a different company.
Delta Air Lines is the larger business by last-quarter revenue ($16.0B vs $8.0B, roughly 2.0× PENSKE AUTOMOTIVE GROUP, INC.). On growth, Delta Air Lines posted the faster year-over-year revenue change (14.0% vs -1.1%). Over the past eight quarters, PENSKE AUTOMOTIVE GROUP, INC.'s revenue compounded faster (1.7% CAGR vs -2.0%).
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.
Penske Automotive Group, Inc. (PAG) is an American transportation services company headquartered in Bloomfield Hills, Michigan. It operates automotive and commercial truck dealers principally in the United States, Canada, and Western Europe, and distributes commercial vehicles, engines, power systems, and related parts and services principally in Australia and New Zealand. Additionally, PAG owns 28.9% of Penske Transportation Solutions, a business that manages a fleet of over 400,000 trucks, ...
DAL vs PAG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $16.0B | $8.0B |
| Net Profit | — | $234.9M |
| Gross Margin | — | 16.3% |
| Operating Margin | 9.2% | 3.6% |
| Net Margin | — | 3.0% |
| Revenue YoY | 14.0% | -1.1% |
| Net Profit YoY | — | -9.1% |
| EPS (diluted) | $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 | $16.0B | $8.0B | ||
| Q4 25 | $16.0B | $8.8B | ||
| Q3 25 | $16.7B | $7.7B | ||
| Q2 25 | $16.6B | $7.7B | ||
| Q1 25 | $14.0B | $7.6B | ||
| Q4 24 | $15.6B | $7.7B | ||
| Q3 24 | $15.7B | $7.6B | ||
| Q2 24 | $16.7B | $7.7B |
| Q1 26 | — | $234.9M | ||
| Q4 25 | $1.2B | $228.1M | ||
| Q3 25 | $1.4B | $213.0M | ||
| Q2 25 | $2.1B | $250.0M | ||
| Q1 25 | $240.0M | $244.3M | ||
| Q4 24 | $843.0M | $236.4M | ||
| Q3 24 | $1.3B | $226.1M | ||
| Q2 24 | $1.3B | $241.2M |
| Q1 26 | — | 16.3% | ||
| Q4 25 | — | 15.9% | ||
| Q3 25 | — | 16.2% | ||
| Q2 25 | — | 16.9% | ||
| Q1 25 | — | 16.7% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 16.4% | ||
| Q2 24 | — | 16.4% |
| Q1 26 | 9.2% | 3.6% | ||
| Q4 25 | 9.2% | 3.6% | ||
| Q3 25 | 10.1% | 3.9% | ||
| Q2 25 | 12.6% | 4.5% | ||
| Q1 25 | 4.1% | 4.1% | ||
| Q4 24 | 11.0% | 4.3% | ||
| Q3 24 | 8.9% | 4.2% | ||
| Q2 24 | 13.6% | 4.4% |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 7.6% | 2.6% | ||
| Q3 25 | 8.5% | 2.8% | ||
| Q2 25 | 12.8% | 3.3% | ||
| Q1 25 | 1.7% | 3.2% | ||
| Q4 24 | 5.4% | 3.1% | ||
| Q3 24 | 8.1% | 3.0% | ||
| Q2 24 | 7.8% | 3.1% |
| Q1 26 | $1.85 | — | ||
| Q4 25 | $1.85 | $3.46 | ||
| Q3 25 | $2.17 | $3.23 | ||
| Q2 25 | $3.27 | $3.78 | ||
| Q1 25 | $0.37 | $3.66 | ||
| Q4 24 | $1.29 | $3.53 | ||
| Q3 24 | $1.97 | $3.39 | ||
| Q2 24 | $2.01 | $3.61 |
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 | $83.7M |
| Total DebtLower is stronger | $12.5B | $2.2B |
| Stockholders' EquityBook value | $20.9B | $5.7B |
| Total Assets | $81.3B | $18.3B |
| Debt / EquityLower = less leverage | 0.60× | 0.39× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $4.3B | $83.7M | ||
| Q4 25 | $4.3B | $64.7M | ||
| Q3 25 | $3.8B | $80.3M | ||
| Q2 25 | $3.3B | $155.3M | ||
| Q1 25 | $3.7B | $118.4M | ||
| Q4 24 | $3.1B | $72.4M | ||
| Q3 24 | $4.0B | $91.9M | ||
| Q2 24 | $4.2B | $115.1M |
| Q1 26 | $12.5B | $2.2B | ||
| Q4 25 | $12.5B | $2.2B | ||
| Q3 25 | $12.8B | $1.6B | ||
| Q2 25 | $12.8B | $1.8B | ||
| Q1 25 | $12.9B | $1.8B | ||
| Q4 24 | $14.0B | $1.9B | ||
| Q3 24 | $14.4B | $1.9B | ||
| Q2 24 | $15.0B | $1.8B |
| Q1 26 | $20.9B | $5.7B | ||
| Q4 25 | $20.9B | $5.6B | ||
| Q3 25 | $18.8B | $5.7B | ||
| Q2 25 | $17.4B | $5.6B | ||
| Q1 25 | $15.4B | $5.4B | ||
| Q4 24 | $15.3B | $5.2B | ||
| Q3 24 | $13.6B | $5.2B | ||
| Q2 24 | $12.4B | $5.0B |
| Q1 26 | $81.3B | $18.3B | ||
| Q4 25 | $81.3B | $17.6B | ||
| Q3 25 | $79.6B | $17.1B | ||
| Q2 25 | $78.4B | $17.4B | ||
| Q1 25 | $77.3B | $16.9B | ||
| Q4 24 | $75.4B | $16.7B | ||
| Q3 24 | $75.4B | $17.1B | ||
| Q2 24 | $75.2B | $16.6B |
| Q1 26 | 0.60× | 0.39× | ||
| Q4 25 | 0.60× | 0.39× | ||
| Q3 25 | 0.68× | 0.28× | ||
| Q2 25 | 0.74× | 0.32× | ||
| Q1 25 | 0.83× | 0.33× | ||
| Q4 24 | 0.92× | 0.36× | ||
| Q3 24 | 1.05× | 0.36× | ||
| Q2 24 | 1.21× | 0.36× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
PAG
| New Vehicles | $3.1B | 39% |
| Used Vehicles | $2.4B | 31% |
| Other | $986.7M | 12% |
| Service and Parts | $863.9M | 11% |
| Fleet and Wholesale | $390.8M | 5% |
| Finance and Insurance, Net | $202.3M | 3% |
