Republic Airways Holdings (RJET)
NASDAQ:RJET
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-1.42Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple strong operating and financial outcomes — double-digit revenue growth, sizable improvements in adjusted EBITDAR, robust cash generation, fleet scale and a clear 2026 guidance framework — while acknowledging near-term disruption from the government shutdown/winter weather, a high one-time Q4 tax rate, and ongoing merger integration costs and complexity. Management presented a multi-year integration plan and set measurable targets for leverage reduction and earnings growth, indicating confidence in the upside once harmonization is complete.Company Guidance
Strong Q4 Revenue and Adjusted EPS
Q4 total revenue of $464 million, up 21% year-over-year; adjusted EPS of $0.54 for the quarter (excluding merger items and with adjusted tax rate).
Full-Year Growth and Profitability Gains
Full-year 2025 total operating revenues of $1.7 billion, up $200 million (13% YoY); adjusted net income of $114 million; adjusted pretax income of $161 million; GAAP net income of $76 million ($1.87/sh).
Material Improvement in Adjusted EBITDAR
Adjusted EBITDAR of $342 million for 2025, up 31% YoY from $260 million; Q4 adjusted EBITDAR of $83 million, up 27% YoY.
Fleet Scale, Utilization and Capacity Growth
Committed fleet of 306 E170/E175 aircraft (275 operating + 31 non-operating lease relationships); fleet growth of 67 aircraft drove higher utilization (average daily utilization per scheduled aircraft up 8% in Q4) and block hours up 23% in Q4; guidance for 2026 block hours of ≥865,000 and revenue run-rate of ~$2 billion.
Operational Reliability and Safety Track Record
Nearly 100% controllable completion performance with 349 days of perfect controllable operations in 2025; carried 21 million passengers, ~1,300 daily departures and over 370,000 safe arrivals.
Stronger Cash Flow and Improving Leverage
Cash from operations of $322 million (up $226 million vs. 2024); net leverage improved from 3.2x to 2.7x as of Dec 31, 2025 with a target to be <2.2x by end of 2026 and <1.5x long term.
Strategic Merger and Integration Outlook
Completed Mesa merger (36 days included in results); combined company ~8,400 associates, expanded scale (12 crew bases, 142 destinations), and a multi-year integration plan expected to unlock operational and financial synergies with projected adjusted EBITDAR of $380 million for 2026.
RJET 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
RJET Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 04, 2026 | $21.55 | $20.56 | -4.59% |
Feb 11, 2026 | $19.47 | $18.48 | -5.08% |
Aug 13, 2025 | $16.35 | $16.50 | +0.92% |
May 20, 2025 | $15.45 | $15.45 | 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 Republic Airways Holdings (RJET) report earnings?
Republic Airways Holdings (RJET) is schdueled to report earning on May 11, 2026, After Close (Confirmed).
What is Republic Airways Holdings (RJET) earnings time?
Republic Airways Holdings (RJET) earnings time is at May 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is RJET EPS forecast?
Currently, no data Available