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Earnings Data
Report Date
Jul 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-1.29Last Year’s EPS
-0.54Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed but cautiously constructive view: Volaris delivered strong quarter-level revenue recovery, robust ancillary performance, healthy liquidity and clear 2026 guidance while outlining a concrete plan to reduce aircraft-on-ground levels and restore fleet productivity. However, full-year results show a revenue decline and a sizeable net loss driven primarily by engine-related groundings, elevated maintenance and redelivery costs, and increased near-term CapEx. Management emphasized disciplined capacity management, recovery of AOGs, and structural strengths of the ultra-low-cost model, suggesting improving fundamentals through 2026 once engine availability normalizes.Company Guidance
Quarterly Revenue Growth
Total operating revenues for Q4 2025 were $882 million, up 5.6% year-over-year, driven by TRASM recovery in the back half of the year.
Strong Q4 Profitability and Margins
Q4 EBITDAR was $328 million with a 37.2% margin; Q4 EBIT was $100 million (11.3% margin) and net profit for the quarter was $4 million (EPS $0.04).
Robust Ancillary Revenue Performance
Ancillary revenues comprised 56% of total operating revenues; ancillary revenue per passenger increased ~6% versus 2024, supporting revenue quality and the ultra-low-cost model.
Liquidity and Conservative Cash Position
Total liquidity at quarter end was $774 million, representing 25.5% of last-12-months revenues, above the company target of at least 20%.
Cost Discipline and CASM ex-Fuel in Line with Plan
Full year CASM ex fuel was reported at $0.0558 (in line with plan). Q4 CASM was $0.0829 (up 3.2% YoY) and Q4 CASM ex fuel was ~$0.0576, up ~1.4% YoY — reflecting continued cost control despite headwinds.
Operational and Network Progress
Q4 capacity growth was 5.6%; international load factor improved to 79% (from 77.5% earlier) and domestic load factor reached 89.8%, showing demand resilience and disciplined supply management.
Clear 2026 Growth and Margin Guidance
Full-year 2026 guidance: ASM growth of ~7%, EBITDAR margin around 33%, and CapEx net of predelivery payments of approximately $350 million; Q1 2026 guidance includes ASM +3%, TRASM ~$0.085, CASM ex fuel ~$0.06 and Q1 EBITDAR margin ~25%.
Fleet Productivity Strategy and AOG Recovery Plan
Fleet of 155 aircraft (average age 6.6 years; 66% new models). Management expects a steady reduction in AOGs (averaged 36 in Q4, peaked 41 in January) to ~25 by year-end 2026 and expects to induct roughly twice as many engines into MROs in 2026 to accelerate returns to service.
Commercial Enhancements and Partnerships
New product (Premium+) ramping successfully since October; loyalty program 'altitude' reached ~800,000 enrollments in 7 months; codeshare revenues increased >30% in 2025; 33 new routes announced for summer expansion.
Controladora Vuela Compania de Aviacion SAB de CV (VLRS) Earnings, Revenues Date & History
VLRS 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
VLRS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 27, 2026 | $7.32 | $7.21 | -1.50% |
Feb 24, 2026 | $9.50 | $8.86 | -6.74% |
Oct 27, 2025 | $7.05 | $6.90 | -2.13% |
Jul 21, 2025 | $4.41 | $5.10 | +15.65% |
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 Controladora Vuela Compania de Aviacion SAB de CV ADR Class A (VLRS) report earnings?
Controladora Vuela Compania de Aviacion SAB de CV ADR Class A (VLRS) is schdueled to report earning on Jul 27, 2026, Before Open (Confirmed).
What is Controladora Vuela Compania de Aviacion SAB de CV ADR Class A (VLRS) earnings time?
Controladora Vuela Compania de Aviacion SAB de CV ADR Class A (VLRS) earnings time is at Jul 27, 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 VLRS EPS forecast?
VLRS EPS forecast for the fiscal quarter 2026 (Q2) is -1.29.