Earnings summaries and quarterly performance for Allegiant Travel.
Executive leadership at Allegiant Travel.
Board of directors at Allegiant Travel.
Research analysts who have asked questions during Allegiant Travel earnings calls.
Duane Pfennigwerth
Evercore ISI
4 questions for ALGT
Michael Linenberg
Deutsche Bank
4 questions for ALGT
Scott Group
Wolfe Research
4 questions for ALGT
Thomas Fitzgerald
TD Cowen
4 questions for ALGT
Andrew Didora
Bank of America
3 questions for ALGT
Christopher Stathoulopoulos
Susquehanna Financial Group
3 questions for ALGT
Conor Cunningham
Melius Research
3 questions for ALGT
Daniel McKenzie
Seaport Global Securities
3 questions for ALGT
Savanthi Syth
Raymond James
3 questions for ALGT
Catherine O'Brien
Goldman Sachs
2 questions for ALGT
Ravi Shanker
Morgan Stanley
2 questions for ALGT
Atul Maheshwari
UBS Group AG
1 question for ALGT
Atul Maheswari
UBS Group
1 question for ALGT
Brandon Oglenski
Barclays
1 question for ALGT
Jack S. Ewell
Goldman Sachs Group, Inc.
1 question for ALGT
Recent press releases and 8-K filings for ALGT.
- On December 5, 2025, Allegiant Travel Company amended its Revolving Credit and Guaranty Agreement.
- The amended facility now allows for borrowings of up to $150.0 million and extends the maturity date until December 2030.
- Deutsche Bank AG New York Branch has been added as a lender with a $50.0 million commitment, joining existing lender Barclays Bank PLC with a $100.0 million commitment.
- The Credit Agreement remains undrawn at this time.
- Allegiant Travel Company reported a 27.4% year-over-year increase in scheduled service passengers, reaching 1,488,444 in October 2025.
- The scheduled service load factor improved by 3.4 percentage points year-over-year to 81.9% in October 2025.
- The estimated average system fuel cost per gallon for October 2025 was $2.61.
- Allegiant Travel Company (ALGT) announced the addition of 30 new nonstop routes connecting 35 cities across the country.
- This expansion includes entering four new markets: La Crosse, Wisconsin; Philadelphia, Pennsylvania; Trenton, New Jersey; and Columbia, Missouri.
- The new routes are scheduled to launch in the first half of 2026, with introductory one-way fares available from $39.
- Allegiant reported a consolidated net loss of $37.7 million (or $2.09 per share) for Q3 2025, with airline revenue reaching $553 million. The airline segment's operating margin was negative 3.1%.
- The company expects a double-digit operating margin for Q4 2025 and a full-year airline operating margin of approximately 7%. Full-year 2025 airline-only EPS guidance was raised to more than $4.35 per share.
- Allegiant ended Q3 2025 with $1.2 billion in total available liquidity, including $991.2 million in cash and investments. The sale of Sunseeker Resort closed on September 4th, contributing to balance sheet improvement and debt reduction of over $180 million in Q3.
- For 2026, Allegiant anticipates flattish capacity and expects margin expansion, supported by the planned delivery of 11 737 MAX aircraft and ongoing cost and revenue initiatives. The company is also investing in technology, including AI, for operational improvements.
- BJ was promoted to President and will continue in his role as Chief Financial Officer.
- Allegiant Travel Company reported a GAAP diluted loss per share of $(2.41) and an adjusted loss per share of $(2.09) for the third quarter of 2025.
- The airline maintained an industry-leading controllable completion factor of 99.9 percent during Q3 2025, flying nearly 33,000 departures and transporting 4.6 million passengers, both marking third-quarter records.
- The company's focus on cost discipline resulted in CASM excluding fuel decreasing 4.7 percent over the prior year for Q3 2025, with a year-to-date decrease of nearly seven percent.
- Allegiant is raising its airline-only full-year EPS guidance to more than $4.35 per share and anticipates a double-digit fourth-quarter operating margin.
- Robert "BJ" Neal was promoted to president and will continue in his role as chief financial officer.
- Allegiant Travel Company reported a third-quarter 2025 adjusted loss per share of $(2.09).
- Total consolidated operating revenue for Q3 2025 was $561.9 million, which was flat compared to the prior year.
- The company expects a double-digit operating margin for the fourth quarter 2025 and has raised its full-year 2025 airline-only EPS guidance to more than $4.35 per share.
- As of September 30, 2025, Allegiant's total available liquidity was $1.2 billion, including $991.2 million in cash and investments.
- The sale of Sunseeker Resort was completed on September 4, 2025, at a $200 million sale price.
- Allegiant Air is expanding its fleet by incorporating Boeing 737 MAX 8-200 aircraft, with an order for 50 aircraft plus 50 options, transitioning from an all-Airbus operator.
- In September 2025, Allegiant reported carrying 1.02 million passengers, a 1.4% increase from the previous year, and 4.63 million passengers in the third quarter, up 8.8%.
- System capacity, measured by Available Seats Miles, increased by 1.6% in September and 9.7% in the third quarter.
- Allegiant's stock has rebounded 28% over the past 90 days in 2025, with analysts considering it modestly undervalued due to operational improvements and market tailwinds.
- Allegiant Travel Company reported a 1.4% increase in scheduled service passengers for September 2025 compared to September 2024, reaching 983,840 passengers.
- For the third quarter of 2025, scheduled service passengers increased by 9.0% to 4,572,081 compared to the third quarter of 2024.
- The scheduled service load factor for September 2025 was 82.4%, a 0.9 percentage point decrease year-over-year, and for the third quarter of 2025, it was 84.3%, a 1.3 percentage point decrease year-over-year.
- The estimated average system fuel cost per gallon was $2.53 for September 2025 and $2.56 for the third quarter of 2025.
- Allegiant Travel Company (ALGT) reported preliminary passenger traffic results for July 2025.
- For scheduled service, passengers increased by 10.3% year-over-year to 2,092,740, and revenue passenger miles (RPMs) also grew by 10.3%.
- Available seat miles (ASMs) for scheduled service rose by 11.5% year-over-year, resulting in a 0.9 percentage point decrease in load factor to 86.6% in July 2025.
- The estimated average fuel cost per gallon for the system in July 2025 was $2.58.
Quarterly earnings call transcripts for Allegiant Travel.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more