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Allegiant Travel

ALGT Q4 2025 Earnings

Reported Feb 4, 2026 at 4:00 PM ET · SEC Source

Q4 25 EPS

$2.72

BEAT +36.48%

Est. $1.99

Q4 25 Revenue

$656.2M

BEAT +1.51%

Est. $646.4M

vs S&P Since Q4 25

-2.0%

TRAILING MARKET

ALGT +6.3% vs S&P +8.2%

Full Year 2025 Results

FY 25 EPS

$3.80

FY 25 Revenue

$2.61B

Market Reaction

Did ALGT Beat Earnings? Q4 2025 Results

Allegiant Travel delivered a sharply stronger-than-expected fourth quarter, posting adjusted EPS of $2.72 against a consensus estimate of $1.99, a beat of 36.48%, while revenue of $656.19 million edged past the $646.40 million estimate and grew 4.5% … Read more Allegiant Travel delivered a sharply stronger-than-expected fourth quarter, posting adjusted EPS of $2.72 against a consensus estimate of $1.99, a beat of 36.48%, while revenue of $656.19 million edged past the $646.40 million estimate and grew 4.5% year over year. The headline driver was a dramatic swing back to profitability, with GAAP net income of $31.94 million compared to a net loss of $216.23 million in Q4 2024, a turnaround aided by the absence of the Sunseeker Resort-related charges that overwhelmed the year-ago period. With the resort now sold, Allegiant operates as a pure-play leisure airline, and the underlying business showed real momentum, with airline-only CASMex falling 3.4% in the quarter as the expanding Boeing 737 MAX fleet, which carries roughly a 20% fuel burn advantage over legacy Airbus frames, drove meaningful cost improvement. The stock has climbed sharply since the report, reflecting investor confidence in management's full-year 2026 guidance for adjusted EPS exceeding $8.00, representing approximately 60% growth, alongside the proposed acquisition of Sun Country Airlines.

Key Takeaways

  • • Strong leisure demand acceleration in December driving nearly six-point sequential improvement in year-over-year unit revenue
  • • 6.1% full-year reduction in adjusted airline-only CASMex
  • • 737 MAX aircraft delivering 10-20% better per-hour economics versus top A320 lines
  • • Load factor improvement of 1.0 percentage point year-over-year to 81.2%
  • • Cobrand credit card remuneration of $36.2M in Q4, $139.6M for full year
  • • Controllable completion factor of 99.9%
  • • 10.5% scheduled service capacity growth year-over-year
24/7 Wall St

ALGT YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

ALGT Revenue by Segment

With YoY comparisons, source: SEC Filings

Q4 25 Q1 26

“We closed out 2025 with meaningful momentum, and I'm extremely proud of how the team executed. We delivered a 12.9 percent adjusted airline-only operating margin in the fourth quarter, exceeding our initial guidance, despite the impact of the government shutdown. Demand accelerated sharply in December, driving a nearly six-point sequential improvement in year-over-year unit revenue versus the third quarter. At the same time, our relentless focus on efficiency produced more than a six percent reduction in unit costs for the full year, which we believe led the industry.”

— Gregory Anderson, Q4 2025 Earnings Press Release

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