LUV
Southwest Airlines Co.42.17
+0.45+1.08%
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
22.15BP/E (TTM)
66.94Basic EPS (TTM)
0.63Dividend Yield
0.02%Recent Filings
8-K
8-K
8-K
Record Q3 revenue, initiatives progress
Southwest Airlines posted record Q3 2025 operating revenues of $6.9 billion, up 1.1% year-over-year, with net income of $54 million exceeding expectations on stronger unit revenues and cost control. Transformational initiatives advanced, including assigned seating sales launching January 27, 2026, and over 400 aircraft retrofitted for extra legroom, while reaffirming full-year EBIT guidance of $600 million to $800 million. Initiatives ramp up. Fuel costs hit $2.40 per gallon, but demand inflected positively in July.
10-Q
Q2 FY2025 results
Southwest Airlines amended its Boeing purchase agreement via Supplemental Agreement 24, executed May 30, 2025, substituting 11 Boeing 737-7 aircraft for 737-8 models with deliveries slated for two in May 2025, three in June 2025, and six in August 2025. This shift adds to 153 prior substitutions from January 2023 through August 2025, reflecting adaptive fleet planning amid production timelines. The company also exercised seven 2020 and eight 2021 option aircraft, now rescheduled as 737-7 deliveries starting April 2026 through July 2026, bolstering long-term capacity. Advance payments continue per original terms. Fleet growth accelerates. Regulatory hurdles shadow certification timelines.
8-K
Southwest Q2 earnings and buyback
Southwest Airlines posted Q2 2025 net income of $213 million, down from last year amid softer demand, yet initiatives like bag fees and basic economy drove revenue exceeding expectations with no operational hit. The board greenlit a fresh $2.0 billion share buyback over two years, signaling faith in the transformation plan. Initiatives on track for $1.8 billion EBIT boost this year. Buybacks underscore execution confidence.
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