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Featured Story from MarketBeat.com Delta and United Earnings Point to Less Turbulence AheadWritten by Jordan Chussler. Article Published: 1/23/2026. 
Article Highlights - When Delta Airlines reported Q4 earnings last week, the company announced record free cash flow of $4.6 billion.
- United Airlines reported record revenue and revised earnings guidance for 2026.
- American Airlines, which reports next week, currently has a bargain forward P/E ratio of just 6.21 and is expected to grow its earnings by 31% this year.
Over the past year, airline stocks have lagged the broader market as the industry grapples with elevated operating costs, economic uncertainty dampening demand for flights, and pilot labor shortages. Complicating matters, the record-long government shutdown in the fall of 2025 disrupted the U.S. Federal Aviation Administration, leading to thousands of furloughs and shortages of air traffic controllers, which pressured carriers. Bitcoin just dipped, and while most people are staring at the price, they're missing the real opportunity — this pullback could be the best setup all year for a simple, low-cost strategy that generates steady weekly income without buying crypto, opening an exchange account, or trading options. It uses a small position available in most brokerage accounts, and it's designed to deliver reliable Thursday payouts, even in volatile markets, making this moment especially important for income-focused investors. Watch my Bitcoin Income Briefing here Still, the strong earnings reports airlines have delivered so far in January suggest the transportation industry may contain some of the best value stocks in the industrials sector. That sector's 6.74% gain over the past month makes it the third-best performer among the 11 S&P 500 sectors. Delta Air Lines Reports Record Free Cash Flow Free cash flow is a key measure of a company's financial health. It shows how much cash a company generates after paying for operating expenses and capital expenditures, and it signals the firm's ability to fund growth, pay down debt, and return capital to investors. For Delta Air Lines (NYSE: DAL), the outlook looks brighter after the company reported record free cash flow of $4.6 billion for full-year 2025 during its Jan. 13 earnings call. Delta also generated $5 billion of pre-tax profit and delivered a double-digit operating margin. Earnings per share (EPS) of $1.55 topped analyst expectations of $1.53, marking Delta's third consecutive quarter of bottom-line beats. The company's Q4 revenue also exceeded projections, the fourth straight quarterly top-line beat. Shares of DAL trade at a forward price-to-earnings (P/E) ratio of just 9.2, which helps explain why the 23 analysts covering the stock all assign it a Buy rating and a consensus 12-month price target that implies nearly 17% upside. Delta scores higher than 99% of companies evaluated by MarketBeat and ranks 2nd out of 133 stocks in the transportation sector. According to TradeSmith, DAL's financial health has been in the Green Zone for more than eight months. United Airlines Announces Record Revenue Shares of United Airlines (NASDAQ: UAL) jumped more than 4% after the company reported full-year 2025 and Q4 earnings on Jan. 20. Since that pop, the stock has pulled back slightly, sliding more than 2% despite record revenue. The company also raised full-year earnings guidance for 2026, a sign of confidence supported by 14 consecutive quarterly earnings beats. With a very low forward P/E ratio of 8.74, United's earnings are expected to grow about 12.2% next year, from $12.96 to $14.54 per share. That projection is welcome for shareholders after EPS declined 25% and then was flat over the prior two quarters. CEO Scott Kirby noted in his earnings call comments that the company's ability to "grow EPS year-over-year despite all the headwinds … sets up [2026] as more of the same at United, but with a much better industry backdrop." UAL has been in the TradeSmith Green Zone for over eight months. Of the 17 analysts covering the stock, 15 assign it a Buy rating, and the consensus 12-month price target is around $135 — nearly 23% potential upside from current levels. American Airlines' Earnings Are on Deck Although American Airlines (NASDAQ: AAL) did not report until Jan. 27, it could join Delta and United if it posts strong full-year 2025 and Q4 results. The stock has already climbed nearly 23% since hitting a three-month low on Nov. 20. Analysts expect a loss of $0.17 per share for the quarter. Still, with a trailing EPS of $0.86 and a very low forward P/E ratio of 6.21, American's earnings are forecast to grow nearly 31% next year, from $2.42 to $3.16 per share. Wall Street is more cautious on AAL: the stock has a consensus Hold rating. Of 17 analysts covering the company, eight rate it Buy, seven rate it Hold, and two rate it Sell. Nevertheless, the average 12-month price target of about $17 implies more than 17% potential upside. Like Delta and United, American Airlines resides in TradeSmith's Green Zone for financial health and has been there for more than six months.
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