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Alaska Air (ALK)
NYSE:ALK
Earnings Data
Report Date
Apr 23, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.77Last Year’s EPS
-0.92Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 23, 2025
|% Change Since: 1.91%
|Next Earnings Date:Jul 17, 2025
Earnings Call Sentiment|Neutral
The call highlighted strong performance in premium and loyalty segments, successful integration of Hawaiian assets, and an increase in cargo revenue. However, it also noted significant financial losses and challenges in the macroeconomic environment affecting demand and revenue. Despite these issues, the company remains optimistic about its future growth strategies.Company Guidance
In the Alaska Air Group's 2025 first-quarter earnings call, the company reported a GAAP net loss of $166 million and an adjusted net loss of $95 million, excluding special items and fuel hedge adjustments. Despite a challenging start to the year, the company remains confident in its Alaska Accelerate strategy, with expectations of solid profitability in 2025. The call highlighted the company's strong balance sheet, diversified revenue, and a cost advantage of 15% over competitors. Alaska Air Group anticipates achieving $10 earnings per share by 2027, driven by synergies and commercial initiatives. The company plans a $1 billion share buyback over four years, with acceleration in the current environment, and aims to unlock $1 billion in incremental profit. Integration synergies are slightly ahead of plan, with Hawaiian assets performing well, evidenced by a seven-point margin improvement year over year. Total revenues for Q1 reached $3.1 billion, a 9% increase from the previous year, with unit revenues up 5%. The company also noted a strong demand for its Hawaii operations and premium offerings, with premium revenues growing by 10%. Moving forward, Alaska Air Group expects 2-3% capacity growth in Q2, driven by Hawaiian Airlines assets, and remains focused on long-term value creation and expanding its market presence.Strong Premium Revenue Performance
Premium revenues grew 10% and represent approximately 34% of total revenues. The company is on track to increase premium seat exposure to 29% by next summer.
Hawaiian Integration Success
Integration synergies are slightly ahead of plan. Hawaiian assets delivered a seven-point margin improvement, with a double-digit margin improvement from Hawaiian assets year over year.
Growth in Loyalty Programs
Loyalty programs are performing strongly, with Hukai by Hawaiian memberships up 90% since year-end and Hawaiian card acquisitions more than doubled year over year.
Cargo Revenue Increase
Cargo operations are ramping to full capacity, with cargo revenue up 36% year over year.
Share Repurchase Acceleration
The current environment has provided a unique opportunity to accelerate the share repurchase program, with $149 million repurchased year to date.
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ALK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ALK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 23, 2025 | $46.11 | $41.51 | -9.98% |
| Jan 23, 2025 | $67.40 | $68.85 | +2.15% |
| Oct 31, 2024 | $47.27 | $47.91 | +1.35% |
| Jul 17, 2024 | $40.03 | $37.25 | -6.94% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Alaska Air (ALK) report earnings?
Alaska Air (ALK) is schdueled to report earning on Apr 23, 2025, TBA Not Confirmed.
What is Alaska Air (ALK) earnings time?
Alaska Air (ALK) earnings time is at Apr 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ALK EPS forecast?
ALK EPS forecast for the fiscal quarter 2025 (Q1) is -0.77.
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