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Delta10-K: Competitor named

Delta names American, United, Southwest, and low-cost carriers as key domestic competitors

What happened

Delta explicitly identifies its primary competitors, including traditional network carriers like American and United, national carriers like Southwest, and ultra-low-cost carriers like Spirit and Frontier. This intense competition puts pressure on fares, service quality, and operational efficiency.

Source

SEC EDGARFeb 10, 2026

Annual report (Form 10-K)

Delta 10-K for FY2025

Filing excerpt

Our domestic operations are subject to significant competition from traditional network carriers, including American Airlines and United Airlines, national point-to-point carriers, including Alaska Airlines, JetBlue Airways and Southwest Airlines, and other discount or ultra-low-cost carriers, including Allegiant Air, Frontier Airlines and Spirit Airlines.

sec.gov/Archives/edgar/data/27904/000002790426000013/dal-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Competitor named

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 10, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
27904
Accession number
0000027904-26-000013
Timeframe
Current year
Filing year
2026
Why it matters
Competitive intelligence
Signal category
Market

Topics and mentions

Competitors

  • American Airlines
  • United Airlines
  • Alaska Airlines
  • JetBlue Airways
  • Southwest Airlines
  • Allegiant Air
  • Frontier Airlines
  • Spirit Airlines

Extraction

Confidence
High
Relevance
90%
Sentiment
Neutral
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
competitorNamed

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/1888653a-e154-4e14-a562-5eaa9ce3f24b returns this record as JSON. POST /v1/companies/enrich returns every signal for delta.com.

{
  "signal_id": "1888653a-e154-4e14-a562-5eaa9ce3f24b",
  "signal_type": "sec-10k",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-02-17T06:32:06.387+00:00",
  "company": {
    "name": "Delta",
    "domain": "delta.com"
  },
  "data": {
    "detail": "Delta explicitly identifies its primary competitors, including traditional network carriers like American and United, national carriers like Southwest, and ultra-low-cost carriers like Spirit and Frontier. This intense competition puts pressure on fares, service quality, and operational efficiency.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Delta names American, United, Southwest, and low-cost carriers as key domestic competitors",
    "excerpts": "Our domestic operations are subject to significant competition from traditional network carriers, including American Airlines and United Airlines, national point-to-point carriers, including Alaska Airlines, JetBlue Airways and Southwest Airlines, and other discount or ultra-low-cost carriers, including Allegiant Air, Frontier Airlines and Spirit Airlines.",
    "relevance": 0.9,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/27904/000002790426000013/dal-20251231.htm",
    "filing_date": "2026-02-10",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Competitive intelligence",
    "signal_category": "market",
    "competitors_mentioned": [
      "American Airlines",
      "United Airlines",
      "Alaska Airlines",
      "JetBlue Airways",
      "Southwest Airlines",
      "Allegiant Air",
      "Frontier Airlines",
      "Spirit Airlines"
    ]
  }
}

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