Trader consensus on Polymarket prices an 81.5% implied probability that Delta Air Lines (DAL) will beat Q1 2026 non-GAAP EPS estimates of $0.62 per share, reflecting strong sentiment from the carrier's mid-March revenue guidance upgrade to high-single digits (from 5-7%) amid record booking days, double-digit corporate travel growth, and premium cabin outperformance. This optimism persists despite jet fuel costs surging to $113 per barrel on US-Iran tensions, buffered by DAL's refinery hedge and disciplined 3% capacity expansion; the airline's five consecutive quarterly EPS beats, including Q4 2025's $1.55 versus $1.53 expected, further bolsters expectations of 35% YoY EPS growth and 5.3% revenue increase to $14.8 billion. Earnings release looms April 8, with options implying a 7-8% share move.
Experimental AI-generated summary referencing Polymarket data · UpdatedIf Delta Air Lines releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Market Opened: Mar 26, 2026, 5:41 PM ET
Resolution Source
https://seekingalpha.com/Resolver
0x65070BE91...If Delta Air Lines releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Resolution Source
https://seekingalpha.com/Resolver
0x65070BE91...Trader consensus on Polymarket prices an 81.5% implied probability that Delta Air Lines (DAL) will beat Q1 2026 non-GAAP EPS estimates of $0.62 per share, reflecting strong sentiment from the carrier's mid-March revenue guidance upgrade to high-single digits (from 5-7%) amid record booking days, double-digit corporate travel growth, and premium cabin outperformance. This optimism persists despite jet fuel costs surging to $113 per barrel on US-Iran tensions, buffered by DAL's refinery hedge and disciplined 3% capacity expansion; the airline's five consecutive quarterly EPS beats, including Q4 2025's $1.55 versus $1.53 expected, further bolsters expectations of 35% YoY EPS growth and 5.3% revenue increase to $14.8 billion. Earnings release looms April 8, with options implying a 7-8% share move.
Experimental AI-generated summary referencing Polymarket data · Updated
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