Air New Zealand Limited (ANZFF)

OTHER OTC:ANZFF

ANZFF

Air New Zealand

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Air New Zealand (ANZFF) Earnings Dates, Call Summary & Reports

Q: When does Air New Zealand Limited (ANZFF) report earnings?

Air New Zealand Limited (ANZFF) is schdueled to report earning on Aug 26, 2026, Before Open (Confirmed).

Q: What is Air New Zealand Limited (ANZFF) earnings time?

Air New Zealand Limited (ANZFF) earnings time is at Aug 26, 2026, Before Open (Confirmed).

Q: Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

Q: What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

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Earnings Data

Report Date

Aug 26, 2026

Before Open (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

―

Last Year’s EPS

<0.01

Same Quarter Last Year

Analyst Consensus

Moderate Sell

Based on 2 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:Feb 25, 2026|

% Change Since:

Earnings Call Sentiment|Negative

The call balanced operational progress (strong customer satisfaction, significant improvement in regional punctuality, premium and ancillary revenue growth, loyalty scale, transformation savings and a resilient liquidity position) against serious near-term challenges: persistent engine availability disruptions (causing grounded aircraft and an estimated NZD 90 million earnings hit), significant and structural non-fuel cost inflation (landing charges, engineering materials), elevated maintenance lifecycle costs, a heavier-than-expected CapEx profile and a near-term P&L loss (NZD 59m pre-tax, NZD 40m net). Management has clear remedial actions (fleet recovery, transformation, schedule redesign, advocacy) and some positive momentum, but material uncertainties remain (timing/quantum of OEM compensation, engine return schedules, volatile fuel/crack spreads and subdued domestic demand). On balance the negative operational and cost pressures outweigh the positives in the short term.

Company Guidance

Air New Zealand guided that second-half FY26 earnings are expected to be broadly in line with or modestly below the first half (H1 loss before tax $59m, net loss after tax $40m), with a conditional capacity increase of ~3–4% in H2 assuming improved engine reliability; H1 carried 8.1m passengers, passenger revenue grew 3.6%, customer satisfaction was 84%, regional on‑time performance improved to 83.9% (from 73.3%), and the airline is operating at ~90% of pre‑COVID capacity. Key operational assumptions: at times up to 8 aircraft were grounded, the company still expects up to 3 A321neos and up to 4 787s may be grounded at times in H2, four grounded A321neo/787s are expected to return through 2026, and two GE‑powered 787‑9 deliveries are due in April and June (supporting ~20–25% wide‑body capacity growth over the next two years). Cost and hedge assumptions: Air NZ assumes average jet fuel of USD85/barrel for H2 (H1 average USD88), H2 fuel cost is estimated at ~NZD730–750m, fuel hedges are ~83% for H2 (46% for H1 FY27), SAF/ETS/CORSIA costs ~NZD40–45m, reported CASK rose 7.7% (underlying ex‑fuel/FX +5.7%; CASK would be ~3% better absent engine diseconomies). Inflation and transformation: full‑year non‑fuel cost inflation is expected to be ~NZD150–175m (H1 non‑fuel inflation ~NZD75m or ~3.5%), life‑cycle maintenance headwind NZD80–100m, transformation delivered ~NZD45m in H1 and NZD145m since inception with NZD100–120m expected for the full year. Balance sheet and risks: liquidity was NZD1.3bn (target NZD1.2–1.5bn), net debt/EBITDA 2.6x, H1 OEM compensation received NZD55m (estimated missed earnings of at least NZD90m net of compensation), recent strike cost NZD9–10m, and management emphasised material uncertainty around engine return timing, compensation quantum/timing and input‑cost volatility.

Passenger Traffic and Scale

Carried 8.1 million passengers in the half, with capacity broadly flat in the period and operating at ~90% of pre-COVID capacity (noting continued constraints).

Customer Satisfaction and On-Time Performance Gains

Customer satisfaction at 84%; regional on-time performance improved to 83.9% from 73.3% (+10.6 percentage points), and Air New Zealand ranked second in the APAC region for on-time performance in 2025.

Premium and Ancillary Revenue Growth

Premium cabin revenue grew 10% year-on-year while economy cabin grew 2%; ancillary revenues increased 10% versus prior year, highlighting structural growth opportunities in premium and ancillary channels.

Loyalty Program Scale and Enhancements

Koru loyalty membership exceeds 5.2 million members and the business launched Koru Black as part of a loyalty refresh intended to drive future revenue and differentiation.

Transformation Program Delivering Benefits

Kia Mau transformation delivered approximately NZD 45 million of benefits in the half and NZD 145 million since program inception, with further expected benefits of NZD 100–120 million for the full year.

Fleet Recovery & Growth Plans

Expect 4 grounded A320neo/787 aircraft to return to service through 2026; delivery of 2 GE-powered 787-9s expected April and June 2026, providing anticipated wide-body capacity growth of ~20–25% over the next two years.

787 Retrofit Progress

Retrofit program for existing Rolls-Royce powered 787 fleet is half complete with full program expected by end of calendar 2026.

Liquidity and Balance Sheet Resilience

Liquidity of NZD 1.3 billion at period end (within NZD 1.2–1.5 billion target range); net debt-to-EBITDA ~2.6x and active capital management including repaying ~NZD 1.4 billion of debt/leases since FY23 and recent AUD 300m MTN issuance.

Air New Zealand (ANZFF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ANZFF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 26, 2026	2026 (Q4)	- / -	0.004	―	―	―
Feb 25, 2026	2026 (Q2)	- / >-0.01	0.019	-136.84% (-0.03)
Aug 27, 2025	2025 (Q4)	- / <0.01	0.003	33.33% (<+0.01)
Feb 19, 2025	2025 (Q2)	- / 0.02	0.023	-17.39% (>-0.01)
Aug 28, 2024	2024 (Q4)	- / <0.01	0.037	-91.89% (-0.03)
Feb 21, 2024	2024 (Q2)	- / 0.02	0.038	-39.47% (-0.01)
Aug 23, 2023	2023 (Q4)	- / 0.04	-0.063	158.73% (+0.10)	―	―
Feb 22, 2023	2023 (Q2)	- / 0.04	-0.104	136.54% (+0.14)	―	―
Aug 24, 2022	2022 (Q4)	- / -0.06	-0.085	25.88% (+0.02)	―	―
Feb 23, 2022	2022 (Q2)	- / -0.10	-0.026	-300.00% (-0.08)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ANZFF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 25, 2026	$0.37	$0.37	0.00%
Aug 27, 2025	$0.30	$0.30	0.00%
Feb 19, 2025	$0.35	$0.34	-1.15%
Aug 28, 2024	$0.32	$0.32	0.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Air New Zealand Limited (ANZFF) report earnings?

Air New Zealand Limited (ANZFF) is schdueled to report earning on Aug 26, 2026, Before Open (Confirmed).

What is Air New Zealand Limited (ANZFF) earnings time?

Air New Zealand Limited (ANZFF) earnings time is at Aug 26, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ANZFF EPS forecast?

Currently, no data Available