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Delta Air Lines DAL

TransportationMarket cap $38B9 connections

Delta is the most profitable US airline, operating 5,400+ daily flights to 300+ destinations. Its SkyMiles loyalty program has 100M+ members and generates $7B+ annually - more than most airlines' entire revenue. Delta's premium cabin strategy and corporate travel dominance make it the gold standard of US airlines.

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Suppliers 6

Companies that sell to Delta Air Lines

  • MicrosoftTechnology · $2.8TMicrosoft Azure powers Delta reservations
  • AmazonConsumer & Retail · $2.0TDelta runs AWS for loyalty and operations
  • GE AerospaceIndustrial & Defense · $200BGE LEAP engines power Delta Boeing 737s
  • AirbusAerospace · $170BA350, A330neo and A321neo aircraft for Delta's fleet
  • RTX (Raytheon)Industrial & Defense · $145BPratt & Whitney GTF engines on Delta A220
  • GevoChemicals · $1BDelta Air Lines signed SAF supply deal with Gevo

Partners 2

Strategic partnerships, joint products and alliances

  • AppleTechnology · $3.0TDelta app and Apple Wallet boarding passes
  • SkyWest AirlinesTransportation · $3BDelta Connection regional

Competitors 1

Companies it competes with

Key relationships in depth

Delta Air Lines & Apple

Delta Air Lines integrates deeply with Apple Wallet for mobile boarding pass delivery and Apple Pay for in-flight purchases and airport retail. Delta's iOS app is consistently among the highest-rated airline apps on the App Store, and Delta was one of the earliest major airlines to adopt Apple Wallet boarding passes at scale. Delta SkyMiles credit card, issued by American Express, is also stored in Apple Wallet.

Why it matters: Apple Wallet boarding passes reduce friction in the airport experience, cutting paper waste and allowing travelers to board using a single wrist tap with Apple Watch. Delta's investment in app quality has been a competitive differentiator against legacy US carriers and reflects the broader trend of airline digital engagement replacing physical touchpoints.

Delta Air Lines & GE Aerospace

Delta Air Lines operates one of the world's largest commercial aircraft fleets powered by GE Aerospace CFM LEAP and GE90/GEnx engines. Delta is a major GE Aerospace aftermarket customer, purchasing maintenance services, spare engines, and overhaul work that generates higher margins than original equipment sales. The GE-Delta relationship spans decades of commercial aviation operations.

Why it matters: Airlines are GE Aerospace's most important recurring revenue customers. Each LEAP or GEnx engine requires major overhauls every 20,000+ flight hours, generating engine revenue that spans the 25-30 year aircraft life. Delta's 1,000+ aircraft fleet creates a perpetual maintenance revenue stream for GE Aerospace.

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Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.