US · Industrials · Airlines
EPS came in at 0.66 against a street estimate of 0.61 — a beat of 8.2%.
Analysts rate Southwest Airlines Company a buy (11 buy, 11 hold, 3 sell out of 25) with an average price target of $49.32.
CONFIDENT Southwest delivered record revenue, strong RASM growth and margin expansion despite higher fuel costs. Management expects continued earnings growth, but offered limited 2027 specifics ahead of Capital Markets Day. Q3 FY26 Capacity is being concentrated in Nashville, Las Vegas, Orlando, Austin and San Diego; international reach will initially expand through loyalty partnerships rather than a stated wide-body plan. Analysts focused on loyalty monetization, international reach, aircraft values, 2027 capacity and the sustainability of revenue gains. Management emphasized broad-based demand, optimization and loyalty partnerships while deferring detailed 2027 targets. 2026-10-22…
Full summary in the app.
| Fund | Stake |
|---|---|
| PRIMECAP Management Company | 9.97% |
| Franklin Templeton Inc | 9.52% |
| Vanguard Capital Management, LLC | 6.46% |
| BlackRock Inc | 6.12% |
| State Street Corp | 5.99% |
| Elliott Investment Management LP | 4.97% |
| Vanguard Portfolio Management, LLC | 4.91% |
| T. Rowe Price Associates, Inc. | 2.84% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • Southwest Airlines completed a public offering of $1,250,000,000 in aggregate principal amount of debt securities on November 2, 2 | 2026-11-02 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 operating revenue was $8,422 million, up from $6,949 million in third-quarter 2025. • Third-quarter operating | 2026-10-22 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income was $270 million, or $0.55 diluted EPS; adjusted net income was $328 million, or $0.66 adjusted EPS. | 2026-10-21 |
| Material agreement · Q3 2026 SOUTHWEST AIRLINES CO. — FORM 8-K SUMMARY Filed: August 12, 2026 --- HEADLINE NUMBERS • New $2 billion five-year revolving credit facility entered | 2026-08-12 |
| Board / officer change · Q3 2026 SOUTHWEST AIRLINES CO. - FORM 8-K SUMMARY (August 10, 2026) HEADLINE NUMBERS • Board size increased from 11 to 13 members, effective immediately on | 2026-08-10 |
| Board / officer change · Q3 2026 SOUTHWEST AIRLINES CO. - 8-K SUMMARY HEADLINE NUMBERS • CEO Bob Jordan base salary increased to $1,225,000 (effective August 15, 2026) • COO Andrew | 2026-08-07 |
| Quarterly report · Q2 2026 SOUTHWEST AIRLINES CO. – FORM 10-Q SUMMARY Period Ended June 30, 2026 --- HEADLINE NUMBERS • Net Income (6 months): $460 million (vs. $64 million i | 2026-07-23 |
| Results announced · Q3 2026 SOUTHWEST AIRLINES Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Net income: $233 million for Q2 2026 ($0.47 diluted EPS); adjusted net incom | 2026-07-22 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.18 / share ex-date Sep 3, 2026 · pay Sep 24, 2026 | 2026-09-03 |
| Dividend | $0.18 / share ex-date Jun 11, 2026 · pay Jul 2, 2026 | 2026-06-11 |
| Dividend | $0.18 / share ex-date Mar 12, 2026 · pay Apr 2, 2026 | 2026-03-12 |
| Dividend | $0.18 / share ex-date Dec 26, 2025 · pay Jan 16, 2026 | 2025-12-26 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Southwest Airlines Company — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.