Allegiant Travel

ALGT Q3 2025 Earnings

Reported Nov 4, 2025 at 4:01 PM ET · SEC Source

Q3 25 EPS

$-2.09

MISS 16.42%

Est. $-1.80

Q3 25 Revenue

$561.9M

MISS 2.74%

Est. $577.8M

vs S&P Since Q3 25

+76.8%

BEATING MARKET

ALGT +85.0% vs S&P +8.2%

Market Reaction

Did ALGT Beat Earnings? Q3 2025 Results

Allegiant Travel fell short of Wall Street's expectations in Q3 2025, posting an adjusted loss of $2.09 per share against a consensus estimate of $1.80, a miss of 16.42%, as revenue of $561.93 million trailed the $577.76 million estimate by 2.74% and… Read more Allegiant Travel fell short of Wall Street's expectations in Q3 2025, posting an adjusted loss of $2.09 per share against a consensus estimate of $1.80, a miss of 16.42%, as revenue of $561.93 million trailed the $577.76 million estimate by 2.74% and came in essentially flat year-over-year, down just 0.1%. The headline numbers reflected a quarter shaped by competing forces: airline capacity grew 9.7% in available seat miles and carried 8.8% more passengers, but total revenue per available seat mile fell 8.4% to 11.19 cents as pricing could not keep pace with the capacity expansion. A pivotal strategic shift came with the September closing of the Sunseeker Resort sale for $200 million, fully exiting hospitality and concentrating the business on its airline core. Cost discipline provided meaningful offset, with adjusted CASM excluding fuel declining 4.7% year-over-year to 8.47 cents. Looking ahead, management raised full-year 2025 adjusted consolidated EPS guidance to more than $3.00, and guided Q4 adjusted EPS of $1.50 to $2.50, citing strengthening leisure demand heading into the holiday season.

Key Takeaways

  • CASM excluding fuel down 4.7% year-over-year in Q3, nearly 7% year-to-date
  • Peak aircraft utilization up 20% year-to-date approaching 2019 records
  • Efficient capacity growth without adding aircraft or personnel
  • 9.7% ASM growth matched by 10.0% utilization increase
  • Navitaire conversion benefits lifting load factors
  • Average fuel cost per gallon declined to $2.56 from $2.69 year-over-year
  • Co-brand credit card remuneration of $34M in Q3, $103.4M year-to-date
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ALGT YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

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ALGT Revenue by Segment

With YoY comparisons, source: SEC Filings

Q4 25 Q1 26

“The airline has always been Allegiant's central focus, and I'm proud of how Team Allegiant continues to execute at a high level. At an airline, everything begins and ends with running a safe and reliable operation. Impressively, we maintained our industry-leading controllable completion factor of 99.9 percent during the quarter while flying nearly 33,000 departures and transporting 4.6 million passengers - both marking third-quarter records.”

— Gregory Anderson, Q3 2025 Earnings Press Release