Allegiant Travel's 2025 revenue slightly beats estimates

Allegiant Travel

04/02/2026 21:09

Overview

Travel company's 2025 revenue slightly beat analyst expectations

Adjusted EPS for 2025 beat analyst expectations

Company announced merger agreement to acquire Sun Country Airlines

Outlook

Allegiant expects first-quarter adjusted operating margin between 12% and 15%

Company projects full-year adjusted EPS of more than $8

Allegiant plans to acquire Sun Country Airlines to enhance its leisure carrier position

Result Drivers

DEMAND SURGE - December demand increased sharply, improving year-over-year unit revenue by nearly six points versus Q3

COST EFFICIENCY - Allegiant reduced unit costs by over 6% for the full year, focusing on efficiency

NETWORK EXPANSION - Co announced 30 new nonstop routes and four new cities in Q4

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Slight Beat*
$2.61 bln
$2.59 bln (13 Analysts)
FY Adjusted EPS
Beat
$3.80
$2.96 (11 Analysts)
FY EPS
-$2.48
FY Net Income
-$44.70 mln
FY Operating Income
$37.20 mln
FY Pretax Profit
-$54.90 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the airlines peer group is "buy"

Wall Street's median 12-month price target for Allegiant Travel Co is $100.00, about 7.8% above its February 3 closing price of $92.78

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nPn4NCdxSa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)