# SIC 4512 - Air Transportation, Scheduled

Informational only - not investment advice.

Division: [Transportation, Communications, Electric, Gas, And Sanitary Services](/division/E/). Major group: [SIC Major Group 45](/major-group/45/). As of: 2026-02-12

## Companies
- [DAL](/company/DAL/): DELTA AIR LINES, INC.
- [LUV](/company/LUV/): SOUTHWEST AIRLINES CO
- [UAL](/company/UAL/): United Airlines Holdings, Inc.

## Macro Context
- [GDPC1](/indicator/GDPC1/): Real Gross Domestic Product
- [INDPRO](/indicator/INDPRO/): Industrial Production: Total Index
- [TCU](/indicator/TCU/): Capacity Utilization: Total Index
- [DGS10](/indicator/DGS10/): Market Yield on U.S. Treasury Securities at 10-Year Constant Maturity
- [BOPGSTB](/indicator/BOPGSTB/): U.S. International Trade in Goods and Services: Balance

## Sector financials

Peer figures are build-time aggregates of the SEC companyfacts financials already shown on member company pages. As of latest member filing date: 2026-02-12.

| Companies with data | Companies with revenue | Aggregate revenue | Median revenue | Median net margin | Median operating margin | Median revenue growth | Median diluted EPS |
| ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| 3 | 3 | 150,497,000,000 | 59,070,000,000 | 5.68% | 7.98% | 2.79% | 7.66 |

### Peer Table

| Company | Latest revenue | Revenue FY | Net margin | Operating margin | Revenue growth | Diluted EPS |
| --- | ---: | ---: | ---: | ---: | ---: | ---: |
| [DAL](/company/DAL/) - DELTA AIR LINES, INC. | 63,364,000,000 | 2025 | 7.90% | 9.19% | 2.79% | 7.66 |
| [UAL](/company/UAL/) - United Airlines Holdings, Inc. | 59,070,000,000 | 2025 | 5.68% | 7.98% | 3.52% | 10.20 |
| [LUV](/company/LUV/) - SOUTHWEST AIRLINES CO | 28,063,000,000 | 2025 | 1.57% | 1.53% | 2.11% | 0.79 |

## Sources
Macro data:
- [GDPC1](https://fred.stlouisfed.org/series/GDPC1): FRED series GDPC1, source: U.S. Bureau of Economic Analysis
- [INDPRO](https://fred.stlouisfed.org/series/INDPRO): FRED series INDPRO, source: Board of Governors of the Federal Reserve System
- [TCU](https://fred.stlouisfed.org/series/TCU): FRED series TCU, source: Board of Governors of the Federal Reserve System
- [DGS10](https://fred.stlouisfed.org/series/DGS10): FRED series DGS10, source: Board of Governors / U.S. Treasury market data
- [BOPGSTB](https://fred.stlouisfed.org/series/BOPGSTB): FRED series BOPGSTB, source: U.S. Census Bureau and U.S. Bureau of Economic Analysis

SEC data:
- [DAL SEC company page](https://www.sec.gov/edgar/browse/?CIK=27904); [latest 10-K 0000027904-26-000013](https://www.sec.gov/Archives/edgar/data/27904/000002790426000013/dal-20251231.htm)
- [LUV SEC company page](https://www.sec.gov/edgar/browse/?CIK=92380); [latest 10-K 0000092380-26-000004](https://www.sec.gov/Archives/edgar/data/92380/000009238026000004/luv-20251231.htm)
- [UAL SEC company page](https://www.sec.gov/edgar/browse/?CIK=100517); [latest 10-K 0000100517-26-000023](https://www.sec.gov/Archives/edgar/data/100517/000010051726000023/ual-20251231.htm)