ALK
Alaska Air Group, Inc.52.42
+0.53+1.02%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
6.08BP/E (TTM)
43.32Basic EPS (TTM)
1.21Dividend Yield
0%Recent Filings
8-K
8-K
IT disruptions delay guidance
Alaska Air Group disclosed on October 31, 2025, that it will issue updated fourth-quarter guidance in early December, after assessing the full financial hit from recent IT disruptions. The company skipped a third-quarter earnings call, relying instead on its October 24 SEC filing for results. IT woes delay clarity. This pause underscores operational vulnerabilities in a tight aviation market.
8-K
Q3 earnings beat expectations
Alaska Air Group posted Q3 2025 adjusted earnings per share of $1.05 on $3.8 billion revenue, with unit revenue up 1.4% year-over-year amid strong corporate and premium demand, while unit costs rose 8.6% from IT disruptions and weather. Integration with Hawaiian advanced swiftly, launching the Atmos Rewards program and securing a single operating certificate by October's end. Synergies accelerate toward $1 billion in profit gains. Fuel volatility lingers as a headwind.
8-K
IT outage disrupts operations
Alaska Air Group hit an IT outage on October 23, 2025, triggering a temporary ground stop for Alaska and Horizon flights. The stop lifted quickly, but operations remain disrupted as the company scrambles to recover. No financial hit estimate yet for Q4. Disruptions like this test airline resilience.
8-K
Q3 EPS at low end
Alaska Air Group disclosed that its Q3 2025 adjusted EPS will hit the low end of the $1.00–$1.40 range, squeezed by higher fuel costs at $2.50–$2.55 per gallon and summer operational snags from weather, air traffic, and the July IT outage adding ~$0.10 EPS drag. Yet revenue holds firm, with unit revenue nearing high-single-digit growth and yields flipping positive in August on premium and corporate demand. The new Atmos Rewards program launched August 20, smashing sign-up targets for its premium card in weeks. Integration risks from the Hawaiian acquisition loom large.
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