ALK
Alaska Air Group·NYSE
--
--(--)
--
--(--)
ALK fundamentals
Alaska Air Group (ALK) released its earnings on Jan 22, 2026: revenue was 3.63B (YoY +2.72%), missed estimates; EPS was 0.43 (YoY -55.67%), beat estimates.
Revenue / YoY
3.63B
+2.72%
EPS / YoY
0.43
-55.67%
Report date
Jan 22, 2026
ALK Earnings Call Summary for Q4,2025
- Record Integration Success: 2025 saw $1 billion in synergies, including 12 new international destinations and a seamless loyalty program.
- Financial Resilience: 2026 EPS guidance of $3.50–$6.50 reflects macro recovery and $570 million in share buybacks.
- Premium Growth: 7.1% premium cabin revenue growth in Q4, with 86% of Boeing 737 seats retrofitted for premium seating.
- Risks and Opportunities: Fuel price volatility ($0.75 EPS per $0.10/gallon change) and West Coast refinery instability pose risks, while international expansion and loyalty program success drive upside.
- Long-Term Vision: Confident in $10 EPS by 2027, with 261 aircraft on order and 17 787s for global hub expansion.
EPS
Actual | -0.82 | -3.54 | -3.23 | -2.55 | -3.51 | -0.3 | 1.47 | 0.24 | -1.33 | 2.19 | 2.53 | 0.92 | -0.62 | 3 | 1.83 | 0.3 | -0.92 | 2.55 | 2.25 | 0.97 | -0.77 | 1.78 | 1.05 | 0.43 | |||||||||||||||
Forecast | -0.9489 | -3.857 | -2.9396 | -2.8963 | -3.6309 | -0.4374 | 1.3594 | 0.2226 | -1.5918 | 1.9656 | 2.3924 | 0.9367 | -0.4811 | 2.707 | 1.8654 | 0.181 | -1.0468 | 2.4139 | 2.2183 | 0.4701 | -0.7698 | 1.5389 | 1.0856 | 0.125 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +13.58% | +8.22% | -9.88% | +11.96% | +3.33% | +31.41% | +8.14% | +7.82% | +16.45% | +11.42% | +5.75% | -1.78% | -28.87% | +10.82% | -1.90% | +65.75% | +12.11% | +5.64% | +1.43% | +106.34% | -0.03% | +15.67% | -3.28% | +244.00% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.64B | 421.00M | 701.00M | 808.00M | 797.00M | 1.53B | 1.95B | 1.90B | 1.68B | 2.66B | 2.83B | 2.48B | 2.20B | 2.84B | 2.84B | 2.55B | 2.23B | 2.90B | 3.07B | 3.53B | 3.14B | 3.70B | 3.77B | 3.63B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.73B | 342.36M | 684.83M | 816.73M | 786.45M | 1.52B | 1.93B | 1.85B | 1.66B | 2.57B | 2.82B | 2.51B | 2.19B | 2.77B | 2.87B | 2.53B | 2.18B | 2.93B | 3.00B | 3.44B | 3.17B | 3.65B | 3.76B | 3.64B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -5.50% | +22.97% | +2.36% | -1.07% | +1.34% | +0.52% | +1.07% | +2.84% | +1.20% | +3.50% | +0.30% | -1.20% | +0.07% | +2.60% | -1.14% | +0.97% | +2.53% | -1.04% | +2.24% | +2.67% | -0.92% | +1.41% | +0.23% | -0.23% |
Earnings Call
You can ask Aime
What guidance did Alaska Air Group's management provide for the next earnings period?Did Alaska Air Group beat or miss consensus estimates last quarter?What were the key takeaways from Alaska Air Group's earnings call?What is the market's earnings forecast for Alaska Air Group next quarter?What is Alaska Air Group's gross profit margin?What is the revenue and EPS growth rate for Alaska Air Group year over year?What is Alaska Air Group's latest dividend and current dividend yield?What does Alaska Air Group do and what are its main business segments?
