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Azul SA (DE:8AZA)
FRANKFURT:8AZA
Earnings Data
Report Date
Aug 07, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.14Last Year’s EPS
-4.82Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 14, 2025
|% Change Since: -24.56%
|Next Earnings Date:Aug 07, 2025
Earnings Call Sentiment|Neutral
Azul reported strong performance in operational efficiency, revenue growth, and business unit expansion, offset by challenges in currency devaluation, operational disruptions, and equity raise difficulties.Company Guidance
In the first quarter of fiscal year 2025, Azul reported revenue of R$5.4 billion with a RASK of R$0.42, remaining flat year-over-year despite a 16% increase in capacity. The company achieved an EBITDA of R$1.4 billion, reflecting a margin of 26%, while EBIT was reported at R$571 million. Azul's ancillary revenue grew by 22% year-over-year, with a 14% increase in ancillary revenue per passenger. The loyalty program expanded to 19 million members, with flown revenue up 65% year-over-year. Azul Cargo's revenue increased by 20%, and EBITDA doubled compared to the first quarter of 2024. Operational improvements led to a 5% increase in aircraft utilization and a 18.9% rise in productivity. Despite challenges from OEM issues affecting operations, Azul's strategic focus on efficiency and revenue growth from business units contributed to a strong quarter.Operational Excellence Restored
Azul has returned to operational excellence, with significant improvements in efficiency and reliability following OEM challenges faced in 2024.
Revenue Growth and Capacity Increase
Azul reported revenues of R$5.4 billion with a RASK of R$0.42 and a 16% increase in capacity year-over-year.
Business Units Performance
High-margin business units grew from 19% of RASK in Q1 2024 to 23% in Q1 2025, contributing over R$480 million in the quarter.
Loyalty Program and Ancillary Revenue
Loyalty program membership increased to 19 million, with flown revenue up 65% year-over-year; ancillary revenue up 22%.
Cargo and Logistics Business Expansion
Azul Cargo revenue increased by 20% year-over-year, with international revenue up 62% and EBITDA doubling compared to Q1 2024.
Improved Macroeconomic Conditions
The Brazilian real appreciated by 9.3% in 2025, and heating oil prices decreased by over 17%.
DE:8AZA 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
DE:8AZA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2025 | €0.57 | €0.56 | -2.63% |
Feb 24, 2025 | €1.67 | €1.73 | +3.59% |
Nov 14, 2024 | €2.48 | €2.58 | +4.03% |
Aug 12, 2024 | €3.82 | €3.40 | -10.99% |
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.
FAQ
When does Azul SA (DE:8AZA) report earnings?
Azul SA (DE:8AZA) is schdueled to report earning on Aug 07, 2025, TBA Not Confirmed.
What is Azul SA (DE:8AZA) earnings time?
Azul SA (DE:8AZA) earnings time is at Aug 07, 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 the P/E ratio of Azul SA stock?
The P/E ratio of Azul SA is N/A.
What is DE:8AZA EPS forecast?
DE:8AZA EPS forecast for the fiscal quarter 2025 (Q2) is -0.14.
