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Allegiant Travel Company (DE:AGH)
FRANKFURT:AGH
Earnings Data
Report Date
May 06, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.61Last Year’s EPS
1.53Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call conveyed a broadly positive picture: management highlighted record revenue, strong margins, meaningful unit-cost improvement, high operational reliability (99.9% controllable completion), effective MAX integration with ~20% fuel advantage, technology modernization, and a stronger balance sheet (debt paydown and liquidity). These operational and financial wins outweigh the near-term challenges—TRASM pressure in 2025, modestly higher fuel, weather-related shortfalls, delivery timing that compresses early-2026 capacity, and integration/financing considerations related to the Sun Country acquisition. Management’s conservative yet constructive 2026 guidance (Q1 margin ~13.5%, full-year EPS > $8) reflects the balance of improving fundamentals with macro and timing uncertainty. Overall, highlights materially outweigh the lowlights.Company Guidance
Record Revenue and Year-over-Year Growth
Total airline revenue exceeded $2.5 billion for full-year 2025, up ~4.3% versus 2024; Q4 airline revenue was a record ~$656 million, up ~7.6% year over year. Fixed-fee revenue contribution in Q4 was a record $25.5 million.
Strong Profitability and Margin Expansion
Fourth-quarter adjusted operating margin was 12.9%; Q4 airline EBITDA was just over $143 million with an EBITDA margin near 22%. Company guides to a ~13.5% adjusted operating margin in Q1 and full-year adjusted EPS of more than $8 (≈+60% year over year).
Industry-Leading Cost Improvement
Full-year nonfuel unit costs fell more than 6% (CFO cited -6.1% for the year). Q4 adjusted nonfuel unit costs were 8.01¢, a 3.4% year-over-year improvement on 10.2% higher capacity. Unit-cost discipline drove margin resilience despite higher utilization.
Operational Reliability and Customer Experience
Controllable completion was 99.9% in 2025 despite increased peak flying and utilization (+14% fleet utilization year over year). The Wall Street Journal ranked Allegiant #2 US airline overall and #1 for lowest cancellation rate, fewest mishandled bags, and fewest involuntary bumps.
Fleet Modernization Driving Efficiency
Integration of 737 MAX began (16 MAX in fleet at year-end) with MAX flying delivering roughly a ~20% fuel-burn advantage on peak-day comparisons vs top A320 lines and ~10% better per-hour economics on off-peak days. ASMs per gallon improved +2.6% year over Q4 2024.
Technology and Commercial Momentum
Technology modernization (move away from proprietary systems to modern platforms) completed substantial transitions enabling better customer reaccommodation and commercial tools. Allegiant Extra and loyalty engagement are gaining traction; card acquisition recently up double-digits and card remuneration was ~$140 million (modest YoY increase).
Strengthened Balance Sheet and Liquidity
Ended the quarter with total available liquidity of $1.1 billion (including $250 million undrawn revolver). Repayments totaled $259 million in the quarter; total debt fell to just under $1.8 billion from $2.1 billion and net leverage improved to ~2.3x versus 2024.
Operational Execution on Capacity and Productivity
Grew capacity 12.6% in 2025 on flat fleet and staffing; achieved nearly 17% reduction in employees per departure while restoring peak-day utilization and improving productivity via training, maintenance changes, and scheduling optimization.
DE:AGH 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
DE:AGH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | €78.50 | €84.50 | +7.64% |
Nov 04, 2025 | €52.50 | €50.00 | -4.76% |
Aug 04, 2025 | €41.40 | €42.60 | +2.90% |
May 06, 2025 | €43.80 | €45.60 | +4.11% |
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 Allegiant Travel Company (DE:AGH) report earnings?
Allegiant Travel Company (DE:AGH) is schdueled to report earning on May 06, 2026, TBA (Confirmed).
What is Allegiant Travel Company (DE:AGH) earnings time?
Allegiant Travel Company (DE:AGH) earnings time is at May 06, 2026, TBA (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 the P/E ratio of Allegiant Travel Company stock?
The P/E ratio of Allegiant Travel Company is N/A.
What is DE:AGH EPS forecast?
DE:AGH EPS forecast for the fiscal quarter 2026 (Q1) is 2.61.