Jack S. Ewell's questions to Allegiant Travel Co (ALGT) leadership • Q4 2024
Question
Jack Ewell, on for Catherine O'Brien, asked for more detail on the drivers of Q1 margin expansion and whether the earnings drag from Sunseeker would lessen in 2025.
Answer
Chief Commercial Officer Drew Wells noted that a benefit from New Year's travel timing helps Q1, though February appears soft. Chief Financial Officer Robert Neal confirmed the full-year EPS drag from Sunseeker is expected to be smaller in 2025 than in 2024, driven by improved EBITDA performance, particularly in the first quarter.