Delta Air Lines Fuel, expendable parts and supplies inventories, net of allowance for obsolescence of $132 and $124 increased by 10.4% to $1.77B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 18.9%, from $1.49B to $1.77B. Over 4 years (FY 2021 to FY 2025), Fuel, expendable parts and supplies inventories, net of allowance for obsolescence of $132 and $124 shows an upward trend with a 9.9% CAGR.
Stable levels suggest efficient inventory management, while significant increases may indicate overstocking or potential obsolescence risks.
This includes the value of aircraft fuel, expendable parts, and maintenance supplies held for operational use, adjusted...
Specific to airlines and heavy asset-intensive industries; peers manage this based on fleet size and maintenance schedules.
current_assets_airline_related_inventory_net| Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.10B | $1.29B | $1.73B | $1.47B | $1.42B | $1.38B | $1.44B | $1.51B | $1.31B | $1.45B | $1.49B | $1.47B | $1.43B | $1.49B | $1.53B | $1.54B | $1.60B | $1.77B |
| QoQ Change | — | +17.7% | +34.2% | -15.1% | -3.3% | -3.2% | +4.3% | +4.8% | -12.8% | +10.5% | +2.3% | -1.3% | -2.7% | +4.1% | +2.6% | +1.2% | +3.8% | +10.4% |
| YoY Change | — | — | — | — | +29.7% | +6.7% | -17.1% | +2.3% | -7.7% | +5.3% | +3.3% | -2.7% | +8.7% | +2.3% | +2.6% | +5.2% | +12.1% | +18.9% |