Sabre Corp Q4 revenue beats expectations, helped by distribution unit

Sabre

18/02/2026 12:48

Overview

Travel technology firm's Q4 revenue rose 3% yr/yr, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company repaid over $1 bln of debt, improving maturity profile

Outlook

Sabre expects acceleration in year-on-year volume and revenue growth in 2026

Company anticipates additional revenue growth from AI innovations

Result Drivers

DISTRIBUTION REVENUE - Increased by 5% due to higher transaction-based revenue and favorable travel supplier mix

IT SOLUTIONS REVENUE - Declined by 4% due to non-recurring revenue from prior year

OPERATING INCOME - Decreased due to restructuring charges and increased incentive expenses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$667 mln
$650.60 mln (2 Analysts)
Q4 Adjusted EPS
Beat
-$0.01
-$0.07 (3 Analysts)
Q4 Net Income
-$103 mln
Q4 Adjusted EBITDA
Miss
$110 mln
$114.72 mln (2 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

Wall Street's median 12-month price target for Sabre Corp is $2.25, about 139.8% above its February 17 closing price of $0.94

The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 10 three months ago

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.)