Seeking Alpha

Morgan Stanley: Growing margins the theme at Delta Air Lines

Delta Air Line (DAL +1.3%) could see margins move to record levels as the stars align for the carrier, say analysts with Morgan Stanley.

The industry is in a mode of conservative capacity and macro factors such as oil prices and GDP are in a Goldilocks scenario.

Delta's margin rate could see 12% for the first time since 1990s on its way to peaking by 2016, predicts the investment firm.

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Comments (1)
  • ahouseoforange
    , contributor
    Comments (427) | Send Message
    DAL is awesome. However, would still have been better off in the AAMRQ / AAL conversion the last few months and running through next April. Likely over 300 percent return or more just since September.
    22 Jan 2014, 12:57 PM Reply Like
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