)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Allegiant Travel Company
Allegiant Travel Company (ALGT) investor relations material
Allegiant Travel Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary4 Feb, 2026
Executive summary
Exceeded expectations in 2025 with strong leisure demand, disciplined cost execution, and a flexible, low-utilization model, despite higher fuel costs.
Achieved industry-leading operational reliability, with a 99.9% controllable completion rate and top external rankings for cancellations, baggage handling, and involuntary bumps.
Integrated 737 MAX aircraft, modernized technology platforms, and advanced commercial initiatives, supporting structural improvements and cost reductions.
Strengthened financial position through cost discipline, Sunseeker sale, and debt reduction, lowering net leverage to 2.3x.
Announced agreement to acquire Sun Country Airlines, aiming to accelerate growth as a leading U.S. leisure carrier.
Financial highlights
Fourth quarter 2025 net income of $50.1M (adjusted airline-only EPS $2.72); full-year adjusted airline-only net income of $93.8M (EPS $5.07), and adjusted consolidated net income of $70.3M (EPS $3.80).
Q4 2025 total operating revenue was $656M–$656.2M, up 7.6% year-over-year; full-year airline-only revenue was $2.5B–$2.55B, up 4.3%.
Q4 adjusted airline-only EBITDA was $143M (21.8% margin); full-year adjusted airline-only EBITDA was $428M (16.8% margin).
Non-fuel unit costs (CASMex) were 8.01¢ in Q4 2025, a 3.4% YoY improvement; FY25 CASMex was 8.04¢, a 6.1% YoY improvement.
Ended 2025 with $1.1B in liquidity, $838.5M in cash/investments, and total debt just under $1.8B.
Outlook and guidance
Full-year 2026 adjusted EPS expected to exceed $8, a 60% increase year-over-year; Q1 2026 EPS guidance is $2.50–$3.50 with a 13.5% operating margin.
FY26 system ASMs expected to be flat (-0.5% YoY); no fleet growth planned for 2026 due to aircraft delivery timing.
Full-year 2026 capital expenditures estimated at $750M, with $580M for aircraft, $85M for deferred heavy maintenance, and $85M for other capex.
Guidance excludes impact from Sun Country acquisition, expected to close in the second half of 2026.
Guidance reflects conservative assumptions due to macroeconomic uncertainty and recent winter storm impacts.
How will new initiatives reverse TRASM decline?
Quantify MAX aircraft's impact on unit costs.
What is the strategy for declining hotel bookings?
MAX fleet's full margin tailwind potential?
Upside drivers to 2026 EPS guidance?
Credit card program's next phase revenue upside?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Allegiant Travel Company earnings date
Q1 20261 May, 2026
Allegiant Travel Company
Next Allegiant Travel Company earnings date
Q1 20261 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Allegiant Travel Company is a leisure-focused travel company that operates a low-cost airline serving underserved cities across the United States. In addition to air travel, the company offers vacation packages that include hotel accommodations, car rentals, and entertainment options. It targets value-conscious travelers through a direct-to-consumer business model. The company is headquartered in Las Vegas, Nevada, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage