tiprankstipranks
Global Crossing Airlines (TSE:JET)
NEO-L:JET
Want to see TSE:JET full AI Analyst Report?

Global Crossing Airlines (JET) AI Stock Analysis

41 Followers

Top Page

TSE:JET

Global Crossing Airlines

(NEO-L:JET)

Select Model
Select Model
Select Model
Neutral 52 (OpenAI - 5.2)
Rating:52Neutral
Price Target:
C$1.50
▲(10.29% Upside)
Action:Reiterated
Date:08/10/26
The score is held back primarily by balance-sheet risk (negative equity and high leverage) and ongoing net losses, despite improving operating performance and strong free cash flow. Technical indicators are neutral based on the provided data, while valuation is pressured by the negative P/E and lack of dividend support.
Positive Factors
Improving cash generation
Operating and free cash flow have moved positive and grown through 2024–TTM, indicating the business now funds operations and some investments internally. Durable cash generation reduces reliance on external financing and supports operational continuity over the next 2–6 months if current execution persists.
Negative Factors
Negative shareholders' equity
A negative equity position and high debt relative to assets materially constrain financial flexibility in a capital-intensive industry. This elevated leverage raises refinancing and solvency risk and limits the company's ability to absorb shocks or pursue growth without external capital over the coming months.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving cash generation
Operating and free cash flow have moved positive and grown through 2024–TTM, indicating the business now funds operations and some investments internally. Durable cash generation reduces reliance on external financing and supports operational continuity over the next 2–6 months if current execution persists.
Read all positive factors

Global Crossing Airlines (JET) vs. iShares MSCI Canada ETF (EWC)

Global Crossing Airlines Business Overview & Revenue Model

Company Description
Global Crossing Airlines Group Inc. operates as an aviation enterprise, managing a US Part 121 flag and charter airline. This carrier employs Airbus A320 family aircraft to provide comprehensive air transportation services for both passengers and ...
How the Company Makes Money
Global Crossing Airlines primarily makes money by selling airlift capacity and flight operations services to third parties under contract rather than relying mainly on consumer ticket sales. Key revenue streams include: (1) ACMI (Aircraft, Crew, M...

Global Crossing Airlines Earnings Call Summary

Earnings Call Date:Aug 13, 2025
(Q2-2025)
|
Next Earnings Date:Nov 11, 2026
Earnings Call Sentiment Positive
The earnings call highlighted significant revenue growth and improved profitability, with strong performance in the ACMI business and record block hours flown, indicating a positive operational outlook. However, challenges such as a decline in charter revenue, a soft freight market, and increased operating expenses were noted. Overall, the highlights slightly outweigh the lowlights, indicating a cautiously optimistic sentiment.
Positive Updates
Revenue Growth and Improved Profitability
Revenue increased 7% year-over-year to $61.4 million, driven by higher block hours flown, aircraft fleet expansion, and increased ACMI business. Net income improved to $0.6 million compared to $0.3 million.
Negative Updates
Decline in Charter Revenue
Charter revenue decreased to $15.3 million from $24.6 million in the same quarter last year, now representing 25% of total revenue compared to 43% in the prior year quarter.
Read all updates
Q2-2025 Updates
Negative
Revenue Growth and Improved Profitability
Revenue increased 7% year-over-year to $61.4 million, driven by higher block hours flown, aircraft fleet expansion, and increased ACMI business. Net income improved to $0.6 million compared to $0.3 million.
Read all positive updates
Company Guidance
During the second quarter of 2025, Global Crossing Airlines reported strong financial performance with a 7% year-over-year revenue increase to $61.4 million. This growth was driven by a record 8,065 block hours flown and an expansion in the aircraft fleet, enhancing their capacity to meet rising demand. The company achieved a significant 40% increase in ACMI revenue, which now comprises 73% of total revenue, compared to 55% in the same period the previous year. They also improved their cash flow from operating activities to $8.8 million, up from $0.9 million, and net income increased to $0.6 million. The introduction of a hybrid ownership model through the acquisition and leasing of aircraft is expected to support future growth. Additionally, Global Crossing successfully launched a trial ACMI contract with DHL, which has been extended, reflecting confidence in their services. The company aims to continue its focus on operational excellence and disciplined growth, setting the stage for scaling up in 2026.

Global Crossing Airlines Financial Statement Overview

Summary
Operations and cash flow show a clear turnaround (positive operating profitability, ~15–16% EBITDA margin, and strong/positive free cash flow), but the balance sheet is a major constraint with negative equity and high leverage, and net income remains negative in TTM.
Income Statement
58
Neutral
Balance Sheet
24
Negative
Cash Flow
72
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Mar 2022
Income Statement
Total Revenue255.02M250.66M223.75M160.12M97.11M14.29M
Gross Profit112.86M103.05M35.38M11.55M7.24M-6.99M
EBITDA37.27M40.16M18.14M-5.40M-8.79M-18.78M
Net Income-2.48M-3.10M-11.47M-21.01M-15.35M-25.06M
Balance Sheet
Total Assets204.30M202.68M166.74M131.33M51.16M39.07M
Cash, Cash Equivalents and Short-Term Investments11.86M20.47M12.35M11.60M1.88M5.24M
Total Debt171.92M167.87M149.95M111.87M37.20M25.01M
Total Liabilities231.07M232.11M196.21M151.20M58.42M34.83M
Stockholders Equity-26.86M-29.48M-29.55M-20.09M-7.26M4.25M
Cash Flow
Free Cash Flow14.39M16.61M853.00K-5.42M-8.76M-8.73M
Operating Cash Flow26.65M28.41M8.07M-1.38M-6.85M-8.08M
Investing Cash Flow-17.28M-14.54M-9.99M-13.19M-1.91M-3.34M
Financing Cash Flow-11.08M-7.30M-1.71M26.78M6.23M18.86M

Global Crossing Airlines Risk Analysis

Global Crossing Airlines disclosed 12 risk factors in its most recent earnings report. Global Crossing Airlines reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Global Crossing Airlines Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
C$680.05M15.109.32%1.57%-3.60%
66
Neutral
C$7.55B35.3011.35%2.17%33.11%40.81%
63
Neutral
C$2.59B23.509.35%5.21%8.87%-1.05%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
62
Neutral
C$8.52B20.8734.23%5.63%-65.53%
59
Neutral
C$1.36B28.896.30%1.72%0.80%-66.47%
52
Neutral
C$69.11M-14.931.84%5.66%50.33%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSE:JET
Global Crossing Airlines
1.36
0.00
0.00%
TSE:AC
Air Canada
29.64
9.87
49.92%
TSE:CHR
Chorus Aviation
30.20
10.02
49.62%
TSE:EIF
Exchange Income
133.09
62.32
88.05%
TSE:MTL
Mullen Group
26.56
13.63
105.46%
TSE:CJT
Cargojet
89.26
-11.70
-11.59%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 10, 2026