Question · Q3 2025
Jake Gunning asked about any changes in preliminary thoughts on 2026 margins and earnings over the last quarter, and whether Copa is considering leaning more into share buybacks versus dividends given its healthy leverage.
Answer
Pedro Heilbron, CEO of Copa Holdings, stated that preliminary thoughts on 2026 margins and earnings haven't significantly changed, with fuel prices (specifically the crack spread) being the primary wild card. Peter Donkersloot, CFO, outlined Copa's capital allocation plan, prioritizing reinvestment in the business (46-47 planned aircraft deliveries), maintaining the dividend policy (40% of last year's net income), and continuing the $200 million share buyback program opportunistically, with half already executed.
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