Sabre Corp (SABR)
NASDAQ:SABR
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Earnings Data
Report Date
Aug 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.02Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented robust financial and operating momentum: double-digit normalized adjusted EBITDA growth (21%), revenue up 8%, strong bookings growth (air distribution +6%) and accelerating product initiatives (payments, lodging, NDC, agentic AI integrations). Management reaffirmed full-year adjusted EBITDA and free cash flow guidance and emphasized a multi-year balance sheet runway. Offsetting these positives were meaningful short-term headwinds from the Middle East conflict and higher fuel costs (an estimated ~7 percentage point Q1 bookings drag in March), a larger-than-expected negative free cash flow in the quarter driven by higher interest and restructuring costs, and a modest trimming of full-year bookings expectations to low- to mid-single-digit growth. Overall, the operational outperformance and strategic progress outweigh the near-term macro and cash-flow pressures.Company Guidance
Revenue Growth
Total revenue of $760 million, up 8% year-on-year, exceeding guidance for mid-single-digit growth.
Strong Margin and EBITDA Expansion
Normalized adjusted EBITDA of $169 million, up 21% year-on-year; normalized adjusted EBITDA margin improved ~235 basis points to ~22.2%. Operating income rose 27% year-on-year to $116 million with operating margin expanding ~220 basis points to 15%.
Air Distribution and Marketplace Momentum
Air distribution bookings grew 6% year-on-year (highest rate in more than two years); total marketplace bookings grew ~5% year-on-year. Management reported they outpaced the industry by ~500–600 basis points in Q1.
Airline Technology Performance
Airline Technology revenue of $142 million, up 7% year-on-year. Passengers boarded increased 3% to 170 million and a seamless migration of Hawaiian Airlines back to the platform was completed.
Payments Business Acceleration
Payment Suite revenue rose over 25% year-on-year to $13 million. First quarter gross spend on the payments platform approached $6 billion, up more than 40% year-on-year.
Lodging and Hotel Momentum
Hotel-related revenue increased 10% year-on-year to over $80 million; annualized gross booking value for hotel bookings exceeded $20 billion. Lodging Expansion recorded its 13th consecutive quarter of year-on-year revenue growth; hotel distribution bookings were up over 5% (to ~ $11 million).
NDC and Product Innovation
NDC bookings exited 2025 at ~4% of total bookings with first-quarter growth and management expecting acceleration through 2026. New AI integrations launched (e.g., ChatGPT OpenAI plug-in for Virgin Australia; MindTrip + PayPal pilot) and >30 partners in pilots/prod for agentic APIs/MCP server.
Balance Sheet and Capital Structure
Cash balance of $665 million. Completed refinancings left no large debt maturities until spring 2029 with over 90% of debt maturing in 2029 or later, providing multi-year maturity runway.
Guidance Reaffirmed
Reaffirmed full-year 2026 pro forma adjusted EBITDA expectation of approximately $585 million and full-year free cash flow guidance of approximately negative $70 million, despite revised booking assumptions.
SABR Earnings History
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
SABR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $1.83 | $2.07 | +13.11% |
Feb 18, 2026 | $0.94 | $1.17 | +24.73% |
Nov 05, 2025 | $2.00 | $2.00 | 0.00% |
Aug 07, 2025 | $3.00 | $1.93 | -35.67% |
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 Sabre Corp (SABR) report earnings?
Sabre Corp (SABR) is schdueled to report earning on Aug 04, 2026, Before Open (Confirmed).
What is Sabre Corp (SABR) earnings time?
Sabre Corp (SABR) earnings time is at Aug 04, 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 SABR EPS forecast?
SABR EPS forecast for the fiscal quarter 2026 (Q2) is -0.05.