Frontier Group Q4 revenue beats on constructive supply-demand environment
Overview
U.S. airline's Q4 operating revenue beat analyst expectations
Adjusted net income for Q4 beat analyst expectations
Company announced fleet adjustments and new routes to enhance competitive position
Outlook
Frontier expects Q1 2026 adjusted EPS between $(0.26) and $(0.44)
Frontier anticipates full-year 2026 EPS between $(0.40) and $0.50
Company expects 2026 capacity growth of ~10%
Result Drivers
SUPPLY-DEMAND ENVIRONMENT - Frontier benefited from a more constructive supply-demand environment, aiding Q4 results
FLEET ADJUSTMENTS - Early return of 24 A320neo aircraft and deferral of 69 A320neo deliveries to enhance productivity and cost savings
REVENUE MANAGEMENT - Revenue management initiatives supported Q4 results despite sector-wide impacts from government shutdown
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Operating revenue | Beat | $997 mln | $973.56 mln (9 Analysts) |
Q4 EPS |
| $0.23 |
|
Q4 Adjusted Net Income | Beat | $53 mln | $31.42 mln (8 Analysts) |
Q4 Net Income |
| $53 mln |
|
Q4 Adjusted Pretax Profit | Beat | $52 mln | $26.39 mln (8 Analysts) |
Q4 Pretax Profit |
| $52 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 9 "hold" and 2 "sell" or "strong sell"
The average consensus recommendation for the airlines peer group is "buy."
Wall Street's median 12-month price target for Frontier Group Holdings Inc is $5.50, about 7.7% below its February 10 closing price of $5.96
Press Release: ID:nPn6cf9lra
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