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ALK

Alaska Air Group·NYSE
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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
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Q4,2019
Q1,2020
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Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
-0.82-3.54-3.23-2.55-3.51-0.31.470.24-1.332.192.530.92-0.6231.830.3-0.922.552.250.97-0.771.781.050.43
Forecast
-0.9489-3.857-2.9396-2.8963-3.6309-0.43741.35940.2226-1.59181.96562.39240.9367-0.48112.7071.86540.181-1.04682.41392.21830.4701-0.76981.53891.08560.125
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
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Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
------------------------------1.64B421.00M701.00M808.00M797.00M1.53B1.95B1.90B1.68B2.66B2.83B2.48B2.20B2.84B2.84B2.55B2.23B2.90B3.07B3.53B3.14B3.70B3.77B3.63B
Forecast
------------------------------1.73B342.36M684.83M816.73M786.45M1.52B1.93B1.85B1.66B2.57B2.82B2.51B2.19B2.77B2.87B2.53B2.18B2.93B3.00B3.44B3.17B3.65B3.76B3.64B
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