Delta Air Lines is one of the largest airlines in the world. It provides scheduled passenger service, airfreight, mail, and other related aviation services. Selected balance sheet information from Delta’s 1997 annual report is given here along with Note 8 to the financial statements, describing Delta’s lease obligations.

Like most airlines, Delta leases the major portion of its assets. Most of these leases are structured to meet the FASB’s criteria for operating leases. Accounting standards require that the minimum annual rental commitments under both capital and operating leases be disclosed for the ensuing five years and in the aggregate for later years.

Delta Air Lines, Inc.

Selected Financial Information, 1997 Annual Report

(Dollars in Millions)

Balance sheet

Current assets

$ 2,867

Property and equipment

6,109

Other assets

3,765

Total

$12,741

Current liabilities

$ 4,083

Noncurrent liabilities and other credits

5,651

Total liabilities

9,734

Common stockholders’ equity

3,007

Total

$12,741

Net income

$ 854

Delta Air Lines, Inc.

Footnote Disclosures of Lease Obligations

1997 Annual Report

Note 8. Lease Obligations:

The Company leases certain aircraft, airport terminal and maintenance facilities, ticket offices, and other property and equipment. Rent expense is generally recorded on a straight line basis over the lease term. Amounts charged to rental expense for operating leases were $0.9 billion in fiscal 1997 and fiscal 1996 and $1.1 billion in fiscal 1995.

At June 30, 1997, the Company’s minimum rental commitments under capital leases and non cancelable operating leases with initial or remaining terms of more than one year were as follows:

Years Ending June 30

Capital Leases

Operating Leases

(In Millions)

1998

$101

$ 860

1999

100

860

2000

68

840

2001

57

830

2002

57

850

After 2002

118

9,780

Total minimum lease payments

501

$14,020

Less: Amounts representing interest

117

Present value of future minimum

capital lease payments

384

Less: Current obligations under

capital leases

62

Long term capital lease obligations

$ 322

Required

a. Assume that for purposes of financial analysis, you wish to treat Delta’s operating leases as if they were capital leases. Develop an approximation of the capitalized value of Delta’s leases, based on the information provided in Note 8.

b. Show how your approximation of the capitalized values of Delta’s operating leases would affect your measurements of total assets, total liabilities, property and equipment, the ratio of liabilities to assets, the ratio of property, plant, and equipment to assets, net income, and the ratio of net income to total assets.