Sun Country Q2 revenue, adjusted EPS beat expectations

Sun Country Airlines Holdings

31/07/2025 21:37

Overview

Sun Country Q2 total operating revenue of $263.6 mln beats analyst expectations, per LSEG data

Adjusted EPS of $0.14 exceeds analyst estimates, reflecting strong performance

Cargo revenue increased 36.8%

Outlook

Sun Country expects Q3 2025 revenue between $250 mln and $260 mln

Company anticipates Q3 2025 operating income margin of 3% to 6%

Sun Country forecasts Q3 2025 economic fuel cost per gallon at $2.61

Company expects scheduled service ASMs to decline by 10% in Q3 2025

Result Drivers

CARGO EXPANSION - Cargo revenue surged 36.8% due to increased aircraft in service and new Amazon contract rates

PASSENGER SERVICE REDUCTION - Scheduled service ASMs fell 6.2% to support cargo segment growth

ROBUST DEMAND - Scheduled service TRASM rose 3.7% and total fare per passenger increased 6.5%

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Operating Revenue
Beat
$263.60 mln
$256 mln (6 Analysts)
Q2 Adjusted EPS
Beat
$0.14
$0.12 (9 Analysts)
Q2 Adjusted Net Income
Beat
$7.80 mln
$6.55 mln (4 Analysts)
Q2 Net Income
$6.60 mln
Q2 Adjusted Operating Income
Beat
$17.90 mln
$15 mln (6 Analysts)
Q2 Operating Income
$16.30 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 2 "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 Sun Country Airlines Holdings Inc is $16.00, about 25.1% above its July 30 closing price of $11.99

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 6 three months ago

Press Release: ID:nGNX27mw4P

(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.)