DELTA AIR LINES, INC. 8-K

What Happened

• On January 27, 2026, Delta Air Lines announced a definitive agreement with Airbus S.A.S. to buy 16 Airbus A330‑900 aircraft and 15 Airbus A350‑900 aircraft (31 total), with an option to purchase up to 20 additional widebody aircraft. Deliveries are scheduled to begin in 2029.
• The A330‑900s will be powered by Rolls‑Royce Trent 7000 engines and the A350‑900s by Rolls‑Royce Trent XWB‑84 EP engines. Delta said the order is within its previously announced capital expenditure and capacity targets and that it has obtained long‑term financing for a substantial portion of the purchase price.

Key Details

• Date filed: January 27, 2026 (Form 8‑K, Item 1.01).
• Firm order: 16 A330‑900 + 15 A350‑900 = 31 aircraft; options for up to 20 more widebodies.
• Deliveries: expected to begin in 2029.
• Engines: Trent 7000 (A330‑900) and Trent XWB‑84 EP (A350‑900), both from Rolls‑Royce; long‑term financing secured for a substantial portion of each aircraft’s purchase price.

Why It Matters

• This is a material fleet investment that signals Delta’s planned widebody capacity renewal and long‑term network planning, with new aircraft coming into service starting in 2029. For investors, the filing notes the order fits within Delta’s existing capital expenditure and capacity guidance, and that Delta has financing in place for much of the cost—factors that help limit near‑term cash‑flow impact.
• The Form 8‑K also includes standard forward‑looking statement cautions; actual outcomes (timing, financing, delivery, operational use) could change due to the risks described in Delta’s SEC filings.