Delta Air Lines, Inc.
DAL
Jodie situation report
Delta Air Lines, Inc.'s move is spreading beyond its market group.
DAL accounts for 2.9% of the group's measured movement across 3.9 effective names. raw member direction is mixed; 6 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 28%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
CPA, ALK, EAT moved materially before DAL. DAL crossed its material path threshold at 14:45 ET, 210 minutes after the first measured mover. AS, IBN, BLCO followed.
6 of 24 members in Airline Operators are active. 0 of 8 disclosed connections are confirming.
- At least 16 of 24 durable members become active together.
- Capital-flow agreement rises above 55%.
- DRI remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 8 of 24 members or fewer.
Who this business touches
The relationships behind DAL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
MFBIFiling-linked namesupplierFeb 11, 2026 ▾
“We acquire a significant amount of jet fuel from Monroe.”
AXPAmerican Express CompanypartnerFeb 11, 2026 ▾
“Our agreements with American Express provide for joint marketing, grant certain benefits to Delta-American Express co-branded credit card holders ("cardholders") and American Express Membership Rewards program participants, and allow American Express to marke…”
Depended on by
JOBYJoby Aviation, Inc.customerNov 6, 2025 ▾
“In October 2022, we raised net proceeds of $60.0 million from the sale of 11,044,232 shares of our common stock and warrants to Delta Air Lines, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 12 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
DAL is currently a Participant in the organic co-movement group Airline Operators. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.