ALGT Q2 2025 Earnings
Reported Aug 4, 2025 at 4:03 PM ET · SEC Source
Q2 25 EPS
$1.23
BEAT +45.15%
Est. $0.85
Q2 25 Revenue
$689.4M
BEAT +0.73%
Est. $684.4M
vs S&P Since Q2 25
+97.9%
BEATING MARKET
ALGT +114.6% vs S&P +16.8%
Market Reaction
Did ALGT Beat Earnings? Q2 2025 Results
Allegiant Travel delivered a sharp earnings beat in Q2 2025, with adjusted diluted EPS of $1.23 clearing the $0.85 consensus estimate by 45.15% and revenue of $689.38 million edging past forecasts by 0.73% on 3.5% year-over-year growth, as aggressive… Read more Allegiant Travel delivered a sharp earnings beat in Q2 2025, with adjusted diluted EPS of $1.23 clearing the $0.85 consensus estimate by 45.15% and revenue of $689.38 million edging past forecasts by 0.73% on 3.5% year-over-year growth, as aggressive cost discipline and surging aircraft utilization more than offset a tough demand environment. The standout driver was an operational overhaul that pushed adjusted airline-only CASM excluding fuel down 6.7% year-over-year to 7.68 cents, while the airline flew its highest-ever quarterly departure count of 37,000 with a 99.9% controllable completion factor. A $103.30 million write-down tied to the pending $200 million Sunseeker Resort sale clouded the GAAP picture, producing a consolidated net loss of $65.17 million, but management is clearly pivoting back to its core airline business. Expansion of the Allegiant Extra premium seating product is gaining traction as a revenue lever, with ancillary charges per passenger rising 3.4%. Looking ahead, the company guides full-year 2025 adjusted consolidated EPS above $2.25, with roughly 12% system capacity growth expected to support longer-term margin improvement.
Key Takeaways
- • Aircraft utilization up ~17% year-over-year
- • Adjusted airline-only CASM excluding fuel down 6.7% YoY to 7.68 cents
- • 99.9% controllable completion factor
- • Capacity growth of 15.7% YoY in ASMs
- • Average fuel cost per gallon down 14.5% YoY to $2.42
- • Ancillary revenue per passenger improved $3 in first half 2025
- • Navitaire revenue headwinds fully recovered with incremental $1/pax benefit beginning
- • 737 MAX aircraft accounted for ~10% of ASMs in Q2, expected >15% by year end
- • Fleet count and personnel remained flat despite capacity catch-up
ALGT YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
ALGT Revenue by Segment
With YoY comparisons, source: SEC Filings
“During the quarter, we operated 37,000 flights — the highest quarterly total in company history. Equally important, we achieved a remarkable 99.9% controllable completion factor, which we believe is among the top in the industry. I'm incredibly proud of Team Allegiant for delivering such strong operational results. Due to their efforts, our airline has earned a second consecutive SkyTrax Award for best low-cost carrier in North America.”
— Gregory Anderson, Q2 2025 Earnings Press Release
ALGT Earnings Trends
ALGT vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ALGT EPS Trend
Earnings per share: estimate vs actual
ALGT Revenue Trend
Quarterly revenue: estimate vs actual
ALGT Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $3.49 | $3.77 | +8.08% | $732.4M | +2.24% |
| Q4 25 BEAT FY | $1.99 | $2.72 | +36.48% | $656.2M | +1.51% |
| FY Full Year | — | $3.80 | — | $2.61B | — |
| Q3 25 MISS | $-1.80 | $-2.09 | -16.42% | $561.9M | -2.74% |
| Q2 25 BEAT | $0.85 | $1.23 | +45.15% | $689.4M | +0.73% |