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Frontier Group Holdings (ULCC)

Frontier Airlines, Inc. (Ticker: ULCC) is an ultra low-cost carrier headquartered in Denver, Colorado. The company operates flights across the United States and select near international destinations in the Americas, focusing on affordable air travel combined with dependable customer service. Frontier sells passenger air travel and optional services, leveraging a modern, fuel-efficient fleet to maintain its low-cost structure.

  1. Passenger Revenue - Provides air travel services to customers across domestic and near international destinations, offering low base fares with optional add-ons for flexibility and convenience.
  2. Other Revenue - Generates income from ancillary services, including baggage fees, seat selection, and other optional services that enhance the travel experience.

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NamePositionExternal RolesShort Bio

Alexandre Clerc

Executive

Senior Vice President, Customers

None

Alexandre Clerc joined Frontier Airlines as SVP, Customers on January 8, 2024.

Barry L. Biffle

Executive

Chief Executive Officer

None

Barry L. Biffle has been the CEO of Frontier Group Holdings, Inc. since March 2016. He has extensive experience in the air transportation industry, contributing to Frontier's growth as an ultra-low-cost carrier.

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Howard M. Diamond

Executive

Executive Vice President, Legal and Corporate Affairs, and Corporate Secretary

None

Howard M. Diamond joined ULCC in July 2014 and was promoted to EVP in February 2024.

James G. Dempsey

Executive

President

None

James G. Dempsey was promoted to President of Frontier Airlines on October 19, 2023. He previously served as EVP and CFO, joining Frontier in 2014.

Mark C. Mitchell

Executive

Senior Vice President and Chief Financial Officer

None

Mark C. Mitchell joined ULCC in September 2015 as Chief Accounting Officer and was promoted to SVP and CFO in October 2023.

Steve Schuller

Executive

Senior Vice President, Human Resources

None

Steve Schuller joined Frontier Airlines in September 2018 as VP, Human Resources and was promoted to SVP in February 2024.

Trevor J. Stedke

Executive

Senior Vice President, Operations

Special Advisor at Shift5

Trevor J. Stedke has served as SVP, Operations at ULCC since April 2019. He previously held roles at Southwest Airlines.

Andrew S. Broderick

Board

Director

Managing Director at Indigo Partners LLC; Board Member at Wizz Air Holdings Plc, JetSMART Airlines SpA, APiJET, LLC, Volaris, CleanJoule, Inc.

Andrew S. Broderick has been a director since January 2018. He is a managing director at Indigo Partners LLC and serves on multiple boards.

Bernard L. Han

Board

Director

Board Member at gategroup Holding AG

Bernard L. Han has been a director since March 2014. He has held significant leadership roles in airlines and telecommunications.

Josh T. Connor

Board

Director

Founding Partner of Connor Capital SB, LLC; Managing Director at Oaktree Capital Management; Board Member at Copa Holdings SA, Watco Companies LLC, U.S. Rail & Logistics, LLC; Chairman of Neighborhood Property Group, LLC

Josh T. Connor has been a director since August 2015. He holds several roles in investment and transportation companies.

Nancy L. Lipson

Board

Director

Board Member at Colorado Legal Aid Foundation, Denver CASA

Nancy L. Lipson joined the board on July 1, 2024. She has extensive legal and corporate governance experience.

Ofelia Kumpf

Board

Director

Board of Trustees at Southern California Public Radio, Ronald McDonald House, Westside Los Angeles

Ofelia Kumpf has been a director since July 2021. She has extensive experience in operations and leadership in the foodservice industry.

Patricia Salas Pineda

Board

Director

Board Member at Omnicom Group Inc., Portland General Electric Company, Earthjustice, Latino Corporate Directors Association

Patricia Salas Pineda has been a director since June 2016. She has expertise in governmental relations and corporate governance.

Robert J. Genise

Board

Director

Chairman of White Oak Aviation Management Services, LLC; Board Member at ALOFT AeroArchitects

Robert J. Genise has been a director since March 2014. He has extensive experience in aviation finance and leasing.

William A. Franke

Board

Chair of the Board of Directors

Managing Partner of Indigo Partners LLC; Chair of Wizz Air Holdings Plc, JetSMART Holdings Limited, APiJET, LLC

William A. Franke has been Chair of the Board since December 2013. He is a managing partner at Indigo Partners LLC and holds several board positions.

  1. With your proposal to combine with Spirit Airlines , which is currently in bankruptcy proceedings, what specific risks and challenges do you foresee in completing this transaction, and how might it impact your financial position and strategic objectives?

  2. Given that ancillary revenue per passenger declined while average fares increased modestly last year , what strategies do you have to reverse the decline in ancillary revenue and ensure balanced growth across both revenue streams?

  3. Considering that over 20% of your network consisted of immature markets last year , how confident are you in the maturation of these routes to drive expected revenue growth, and what risks do you face if these markets underperform?

  4. With increased airport costs due to a higher proportion of high-revenue pool stations and reduced aircraft utilization , how do you plan to manage these cost pressures to maintain your commitment to over a 40% cost advantage , and what measures are in place to mitigate these expenses?

  5. As you aim to achieve at least $1 in adjusted diluted EPS for full year 2025 and double-digit pretax margins by this summer , what are the key risks that could prevent you from reaching these targets, and how are you preparing to address potential challenges such as fuel price volatility and competitive pressures?

Research analysts who have asked questions during Frontier Group Holdings earnings calls.

Program DetailsProgram 1
Approval DateN/A
End Date/DurationN/A
Total additional amountN/A
Remaining authorizationN/A
DetailsFrontier Group Holdings, Inc. does not have a share repurchase program.

Competitors mentioned in the company's latest 10K filing.

CompanyDescription

One of the 'Big Four' carriers, competing on domestic routes with factors such as fare pricing, flight schedules, and customer service being key competitive elements.

Part of the 'Big Four' carriers, competing on domestic routes with a focus on fare pricing, flight schedules, and customer service.

Included in the 'Big Four' carriers, competing on domestic routes with emphasis on fare pricing, flight schedules, and customer service.

Classifies itself as a low-cost carrier and is part of the 'Big Four' carriers, competing on domestic routes.

Part of the 'Middle Three' carriers, following its merger with Hawaiian Airlines, and competes on domestic routes.

Hawaiian Airlines

Merged with Alaska Airlines to form part of the 'Middle Three' carriers, competing on domestic routes.

Classifies itself as a low-cost carrier and is part of the 'Middle Three' carriers, competing on domestic routes.

A U.S. ultra-low-cost carrier competing in the domestic market.

A U.S. ultra-low-cost carrier competing in the domestic market.

A U.S. ultra-low-cost carrier competing in the domestic market.

Avelo Airlines

A new entrant airline that started operations since 2021, competing in the domestic market.

Breeze Airways

A new entrant airline that started operations since 2021, competing in the domestic market.

Recent press releases and 8-K filings for ULCC.

Frontier Group Holdings Reports Q3 2025 Results and Q4 2025 Guidance
ULCC
Earnings
Guidance Update
Product Launch
  • Frontier Group Holdings reported a net loss of $77 million and a net loss per share of $0.34 for Q3 2025, with total revenue of $886 million. Revenue per passenger rose to $106, up 1% from the prior year, supported by an 81% load factor.
  • The company expects Q4 2025 adjusted earnings between $0.04 and $0.20 per diluted share, with capacity projected to be roughly flat year-over-year.
  • Competitive seat capacity is projected to decline by two percentage points in Q4, including significant reductions by Spirit Airlines, which is exiting 36 overlapping routes and reducing frequencies by 30% across 41 others in December.
  • Loyalty program initiatives generated approximately $7.50 in revenue per passenger in Q3, an increase of more than 40% year-over-year, and the company plans to roll out first-class seating by spring.
  • Frontier ended Q3 2025 with $691 million in total liquidity and expects 10 aircraft deliveries in Q4.
Nov 5, 2025, 9:30 PM
Frontier Group Holdings Reports Third Quarter 2025 Financial Results
ULCC
Earnings
Guidance Update
Demand Weakening
  • Frontier Group Holdings reported a net loss of $77 million and $(0.34) diluted earnings per share for the third quarter of 2025, with total revenue of $886 million.
  • Total operating expenses for Q3 2025 were $963 million, resulting in a cost per available seat mile (CASM) of 9.95 cents.
  • The company ended the third quarter of 2025 with $691 million of total liquidity and issued a $105 million par value note in the fourth quarter.
  • For the fourth quarter of 2025, Frontier anticipates adjusted diluted earnings per share between $0.04 and $0.20, with capacity growth expected to be roughly flat compared to the prior year quarter.
Nov 5, 2025, 9:02 PM
Frontier Group Holdings, Inc. Reports Q3 2025 Financial Results and Issues Q4 2025 Guidance
ULCC
Earnings
Guidance Update
Demand Weakening
  • Frontier Group Holdings, Inc. reported total revenue of $886 million and a net loss of $77 million, or $(0.34) per share, for the third quarter of 2025.
  • The company concluded the third quarter of 2025 with $691 million of total liquidity.
  • For the fourth quarter of 2025, the company expects adjusted diluted earnings per share to be between $0.04 and $0.20, with capacity growth projected to be roughly flat compared to the fourth quarter of 2024.
Nov 5, 2025, 9:01 PM
Volaris Reports October 2025 Traffic Results
ULCC
Demand Weakening
Revenue Acceleration/Inflection
  • Volaris reported its October 2025 preliminary traffic results, transporting 2.6 million passengers during the month.
  • The company's consolidated load factor decreased by 1.5 percentage points year-over-year to 85.9% in October 2025.
  • Available Seat Miles (ASM) capacity increased by 1.1%, while Revenue Passenger Miles (RPM) declined by 0.6% for October 2025.
  • Volaris's President and CEO, Enrique Beltranena, noted strong travel sentiment and sequential improvement, with domestic demand remaining healthy and cross-border market sales returning to levels similar to last year.
Nov 5, 2025, 2:00 PM
Verizon Reports 3Q 2025 Earnings and Reaffirms Full-Year Guidance
ULCC
Earnings
Guidance Update
Dividends
  • Verizon reported third-quarter 2025 EPS of $1.17 and adjusted EPS of $1.21, with total operating revenue reaching $33.8 billion, marking a 1.5 percent year-over-year increase.
  • The company's wireless service revenue grew to $21.0 billion in third-quarter 2025, up 2.1 percent year-over-year.
  • Cash flow from operating activities for the nine months ended September 30, 2025, increased to $28.0 billion, and free cash flow for the same period rose to $15.8 billion.
  • Verizon's total unsecured debt stood at $119.7 billion at the end of third-quarter 2025, compared to $126.4 billion at the end of third-quarter 2024.
  • The company reiterated its full-year 2025 financial guidance, expecting total wireless service revenue growth of 2.0 percent to 2.8 percent, adjusted EBITDA growth of 2.5 percent to 3.5 percent, and free cash flow of $19.5 billion to $20.5 billion.
Oct 29, 2025, 10:30 AM
Volaris Reports Third Quarter 2025 Financial Results
ULCC
Earnings
Guidance Update
  • Volaris reported net income of $6 million and total operating revenues of $784 million for the third quarter of 2025, marking a 4% decrease compared to 3Q 2024.
  • EBITDAR decreased by 16% to $264 million, resulting in an EBITDAR margin of 33.6%, a 5.1 percentage point decline from 3Q 2024.
  • As of September 30, 2025, Volaris held $794 million in total cash, cash equivalents, and short-term investments, and its net debt-to-LTM EBITDAR ratio stood at 3.1x.
  • For Q4 2025, Volaris expects an EBITDAR margin of approximately 36% and ASM growth of ~8% year-over-year. The company anticipates a full-year 2025 EBITDAR margin of 32% to 33% and ASM growth of ~7%.
Oct 27, 2025, 10:06 PM
Volaris Reports September 2025 Traffic Results
ULCC
Demand Weakening
Guidance Update
  • In September 2025, Volaris transported 2.376 million passengers.
  • The consolidated load factor for September 2025 decreased by 1.6 percentage points year-over-year to 83.4%.
  • Total Revenue Passenger Miles (RPMs) increased 1.0% and Available Seat Miles (ASMs) increased 2.9% in September 2025 compared to the previous year.
  • Volaris' President and CEO, Enrique Beltranena, stated that overall quarterly traffic performance aligned with plans and expressed cautious optimism for market conditions to improve toward year-end.
Oct 7, 2025, 1:00 PM
Volaris Reports August 2025 Traffic Results
ULCC
Revenue Acceleration/Inflection
  • Volaris transported 2.7 million passengers in August 2025.
  • Total Available Seat Miles (ASM) capacity increased by 4.7% and total Revenue Passenger Miles (RPMs) rose by 1.9% year-over-year.
  • The consolidated load factor for August 2025 was 84.7%, a decrease of 2.3 percentage points compared to the previous year.
  • Domestic RPMs declined 0.9%, while international RPMs increased 6.6% in August 2025.
Sep 3, 2025, 1:00 PM
Equity Bancshares to Acquire Frontier Holdings, Announces Bond Portfolio Repositioning
ULCC
M&A
New Projects/Investments
Guidance Update
  • Equity Bancshares, Inc. has entered into a definitive merger agreement to acquire Frontier Holdings, LLC, marking its entrance into Nebraska and adding seven locations.
  • As of June 30, 2025, Frontier Bank reported $1.4 billion in total assets, $1.3 billion in loans, and $1.1 billion in deposits. Following the merger, Equity's proforma consolidated assets will total $7.9 billion.
  • The transaction is anticipated to close in the fourth quarter of 2025 and is projected to be approximately 7.7% or $0.34 accretive to Equity’s 2026 earnings per share, excluding one-time transaction expenses.
  • Additionally, Equity announced a bond portfolio repositioning involving the sale of approximately $358.8 million in investment securities, which generated an estimated after-tax loss of $31.6 million but is expected to contribute an additional $0.27 to 2026 EPS.
Sep 2, 2025, 11:00 AM
Frontier Airlines Announces Major Expansion and Market Share Strategy
ULCC
New Projects/Investments
Revenue Acceleration/Inflection
  • Frontier Airlines is undertaking a big expansion, adding 20 new routes primarily targeting Spirit Airlines' markets to capture customers amidst Spirit's uncertain future.
  • CEO Barry Biffle aims for Frontier to become the number one low-fare airline in America within the next year or so, leveraging Spirit's market adjustments.
  • Frontier anticipates picking up the majority of Spirit's market share if Spirit collapses, with over 85% of Spirit's customers able to fly Frontier on a connect basis.
  • Despite industry-wide overcapacity, Frontier's total capacity is not increasing; instead, they are reallocating existing capacity to fill voids left by Spirit's adjustments, thereby increasing Frontier's share of total capacity.
Aug 26, 2025, 1:07 PM