Cost of Revenue: A Tale of Two Giants

In the ever-evolving landscape of American business, Delta Air Lines, Inc. and Equifax Inc. stand as titans in their respective industries. Over the past decade, Delta's cost of revenue has soared, peaking at approximately $46.8 billion in 2024, a staggering 42% increase from 2014. This growth reflects Delta's expansive operations and the challenges of maintaining a global airline.

Conversely, Equifax, a leader in consumer credit reporting, has seen a more modest rise in its cost of revenue, reaching around $2.3 billion in 2023. This represents a 176% increase since 2014, highlighting the growing demand for data-driven insights in a digital age.

While Delta's financial journey is marked by significant fluctuations, Equifax's steady climb underscores the resilience of the information services sector. Notably, data for Equifax in 2024 is missing, leaving room for speculation on future trends.