{"filings":[{"id":1103036,"accession_number":"0000766421-26-000032","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2026-06-17T16:46:05+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Alaska Air promotes CFO Shane Tackett to President; adds commercial oversight","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Shane Tackett promoted to President of Alaska Airlines, effective June 29, 2026; retains CFO role.","Tackett now oversees commercial division led by CCO Andrew Harrison, aligning finance and commercial.","Base salary increased to $692,804 (from $659,813); target cash incentive raised to 105% of base.","Long-term incentive target set at $3,000,000; prior 2026 equity award was $2,700,000.","CEO Minicucci states promotion strengthens leadership for Alaska Accelerate and Hawaiian integration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":823716,"accession_number":"0000766421-26-000029","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2026-06-03T16:00:43+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Alaska Air Group appoints former T-Mobile CEO Mike Sievert to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["G. Michael Sievert appointed to board effective June 1, 2026; board expanded from 10 to 11 seats.","Sievert is former CEO of T-Mobile, where market value grew from ~$60B to ~$260B during his tenure.","He qualifies as independent and will serve on Safety and Innovation Committees and airline subsidiary boards.","Sievert received prorated annual cash retainer of $85,320 and grant of ALK shares valued at $189,590.","Sievert also serves on Starbucks board and is a licensed pilot with deep Seattle ties."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":442479,"accession_number":"0000766421-26-000027","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2026-05-14T20:04:34+00:00","items":["5.07"],"status":"ready","headline":"Alaska Air Group annual meeting elects all 10 director nominees; say-on-pay and auditor ratified","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 10 director nominees elected with at least 88.9% support from votes cast (excluding broker non-votes).","Advisory say-on-pay proposal passed with 90.5% of votes cast in favor.","Ratification of KPMG as auditor for FY2026 approved with 92.9% of votes cast.","Director Kathleen Hogan received the highest against vote at 11.1% of votes cast.","Broker non-votes of ~13.5M shares were recorded on director and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":40082,"accession_number":"0000766421-26-000025","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2026-05-12T20:01:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"Alaska Air Group issues $500M senior notes and adds $500M term loan facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $500M 6.500% senior notes due June 1, 2031; fully guaranteed by Alaska Air Group.","Notes rank equally with existing senior debt; redeemable at make-whole plus 50 bps until Dec 1, 2030.","Added $500M incremental term loan (Term SOFR + 2.00%) under existing loyalty program credit agreement.","Incremental term loan secured by Atmos Rewards loyalty collateral on pari passu basis with existing loans and notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98753,"accession_number":"0000766421-26-000023","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alaska Air Group prices $500M 6.5% notes due 2031, adds $500M incremental term loan","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Pricing of $500M 6.5% senior notes due 2031, fully and unconditionally guaranteed by Alaska Air Group.","Incurrence of $500M incremental senior secured term loan by subsidiary AS Mileage Plan IP Ltd.","Both financings expected to close on or about May 12, 2026, subject to customary conditions.","Proceeds from term loan will fund reserve and collection accounts; proceeds from notes used for general corporate purposes.","Term loan secured by loyalty program (Atmos Rewards) collateral, pari passu with existing $1.25B loyalty notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98752,"accession_number":"0000766421-26-000019","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alaska Air Group launches $500M senior notes offering due 2031 for general purposes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M aggregate principal of senior notes due 2031 issued by Alaska Airlines, Inc.","Notes fully and unconditionally guaranteed on a senior unsecured basis by Alaska Air Group.","Net proceeds to be used for general corporate purposes, including fees and expenses.","Offering is private, exempt from registration under Rule 144A and Regulation S.","Notes not registered under Securities Act; offered only to QIBs and non-U.S. persons."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98751,"accession_number":"0000766421-26-000015","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2026-04-20T23:59:59+00:00","items":["1.01","2.02","7.01","9.01"],"status":"ready","headline":"Alaska Air Group Q1 adjusted loss $1.68/sh; extends BofA card deal","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $193M ($1.69/sh); adjusted loss $192M ($1.68/sh). Revenue $3.3B, unit rev +3.5% YoY.","Higher fuel costs ($2.98/gal) and demand disruptions from Hawaii storms and Mexico civil unrest impacted results.","Extended multi-year BofA co-brand card deal; BofA to become single issuer; incremental remuneration growth expected.","Balance sheet: $20B unencumbered assets, $2.9B liquidity; repurchased 4.7M shares for $203M in Q1.","Q2 outlook: adj loss ~$1.00/sh, fuel $4.50/gal; full-year guidance suspended due to fuel volatility."],"consensus_eps_estimate":-1.3588,"consensus_eps_actual":-1.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":3300000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114397,"accession_number":"0000766421-26-000012","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2026-03-30T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Alaska Air expects Q1 adjusted loss of ($2.00)-($1.50) per share; fuel headwind at least $0.70","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q1 2026 adjusted loss per share expected ($2.00)-($1.50); would have exceeded original guidance midpoint absent fuel, Mexico, and Hawaii issues.","Fuel cost headwind driven by surging Singapore refining margins (~400% since early Feb); economic fuel price now $2.90-$3.00/gal.","Mexico unrest (Puerto Vallarta) and historic flooding in Hawaii disrupt ~30% of capacity; impact seen in March and April.","Managed corporate demand strong: forward bookings next 90 days up >25% YoY; Q2 yields and load factors up YoY.","55% of Q2 revenue still to come; company positioned for peak travel periods."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114396,"accession_number":"0000766421-26-000007","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2026-01-22T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Alaska Air beats Q4 with adj EPS $0.43; FY26 guidance $3.50-$6.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 adj EPS $0.43 vs prior guidance of ~$0.10; revenue $3.6B; RASM +0.6% YoY.","FY2025 adj EPS $2.44; operating cash flow $1.2B; repurchased 0.7M shares for $30M in Q4.","Q1 2026 adj EPS loss guidance ($1.50)-($0.50); FY2026 adj EPS $3.50-$6.50 on capacity +2-3%.","Achieved single operating certificate for Alaska-Hawaiian; placed largest fleet order (105 737-10, 5 787, options 35).","Premium revenue +7% YoY; loyalty +12%; cargo +22%; managed corporate travel +9% in Q4."],"consensus_eps_estimate":0.1229,"consensus_eps_actual":0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":14239000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114395,"accession_number":"0000766421-26-000004","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Alaska Air orders 105 737-10 and 5 787 aircraft; largest fleet order in history","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Orders 105 firm 737-10 and 5 firm 787-10 aircraft; secures rights for 35 additional 737-10 options.","Total Boeing orderbook now 245 aircraft; deliveries extend from 2028 through 2035.","Fleet to exceed 475 aircraft by 2030 and 550 by 2035, replacing aging 737s.","Supports Alaska Accelerate plan to serve at least 12 international long-haul destinations from Seattle by 2030.","First 787-9 in new global livery; new routes include London Heathrow (May 2026), Rome, Reykjavik, Tokyo, Seoul."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130776,"accession_number":"0000766421-25-000064","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2025-12-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Alaska Air Group slashes Q4 adjusted EPS guide to ~$0.10 from at least $0.40 on $0.55-0.60 in headwinds","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["IT and cloud outage in late Oct expected to reduce EPS by $0.25 from ~400 cancellations.","Government shutdown caused ~600 cancellations and lost bookings, reducing EPS by $0.15.","Higher economic fuel cost of ~$2.65/gal (vs prior $2.55 midpoint) adds $0.15 EPS headwind.","Q4 tax rate now 40-50% (FY 2025 ~27%), contributing additional ~$0.10-0.15 EPS drag.","Capacity (ASMs) expected up ~2% vs pro forma 2024; RASM up ~1%; CASMex up ~3%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130775,"accession_number":"0000766421-25-000054","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2025-10-31T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Alaska Air delays Q4 guidance to early Dec due to IT disruption; no Q3 call","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Updated Q4 guidance to be provided in early December once financial impact of IT disruptions assessed.","Company will not host or reschedule Q3 2025 earnings call; results filed October 24.","IT disruptions referenced but nature and scope not detailed in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130774,"accession_number":"0000766421-25-000052","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2025-10-24T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Alaska Air Group IT outage on Oct 23 caused temporary ground stop; Q3 call canceled","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IT outage on Oct 23, 2025 led to temporary ground stop for Alaska and Horizon; ground stop since lifted.","Company is addressing operational impacts; no estimate yet of financial impact on Q4 results.","Third quarter conference call scheduled for Oct 24, 2025 at 11:30 a.m. EDT will not be held."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130773,"accession_number":"0000766421-25-000049","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2025-10-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Alaska Air Q3 adj EPS $1.05, revenue $3.8B record; guides Q4 EPS ≥$0.40","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GAAP net income $73M ($0.62/sh); adjusted $123M ($1.05/sh); revenue $3.8B record.","Unit costs (CASMex) +8.6% y/y vs guidance, due to IT outage and summer weather disruption.","Launched Atmos Rewards loyalty program; premium credit card sign-ups exceeded year-end goal in 2 weeks.","Leadership changes: Berry COO Alaska, Rakow CEO Hawaiian, Schneider CEO Horizon, effective Q4.","Q4 guidance: EPS at least $0.40, full year at least $2.40; capacity +2-3% y/y."],"consensus_eps_estimate":1.1387,"consensus_eps_actual":0.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":10607000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147338,"accession_number":"0000766421-25-000045","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2025-09-26T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Alaska Air Group names Jason Berry COO; Constance von Muehlen to retire Feb 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Constance von Muehlen, EVP and COO, to retire Feb 15, 2026, will serve as advisor from Nov 3, 2025.","Jason Berry elected EVP and COO effective Nov 3, 2025; will lead operations, labor relations, cargo.","Andrea Schneider named CEO and President of Horizon Air, succeeding Berry, effective Nov 3, 2025.","Berry's base salary set at $525,000, target bonus 85% of base, LTI target $1.6M under 2016 PIP.","Single operating certificate with Hawaiian Airlines anticipated later this fall; cited as transition timing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147337,"accession_number":"0000766421-25-000039","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Alaska Air sees Q3 adj. EPS at low end of $1.00-$1.40 on higher fuel, ops costs","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Economic fuel price raised to $2.50-$2.55/gal from ~$2.45 due to West Coast refinery disruptions.","July IT outage still expected to cost ~$0.10 EPS impact, now tilted more to cost than revenue.","Unit revenue near high end of guidance (flat to low-single-digit growth); yields positive YoY in August.","Premium cabin strength and double-digit corporate revenue rebound since Q2 2025.","Atmos Rewards launch on Aug 20 set record media impressions; credit card sign-ups exceeded year-end target within two weeks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147336,"accession_number":"0000766421-25-000034","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Alaska Air reprices loyalty term loan; rate set at SOFR + 1.75%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["First Amendment to $1.75B Loyalty Term Loan Facility dated Oct 2024; signed Aug 6, 2025.","Loans reprice to Term SOFR (0% floor) + 1.75% margin, or ABR (1% floor) + 0.75%.","Borrower: AS Mileage Plan IP, Ltd.; guarantors: Alaska Airlines, AS Mileage Plan Holdings, and Alaska Air Group.","Bank of America acts as replacement lender and administrative agent.","Repricing likely reduces interest expense; prior margin not disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147335,"accession_number":"0000766421-25-000026","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Alaska Air Q2 beats: adj EPS $1.78, record rev ~$3.7B; guides FY EPS >$3.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $172M ($1.42/share); adjusted net income $215M ($1.78/share), above prior guidance of $1.15-$1.65.","Record quarterly revenue over $3.7B; RASM down 0.6% YoY (pro forma); premium revenue +5% YoY; cargo +34% YoY.","Hawaiian Airlines turned adj pretax margin positive for first time since 2019; contributed 11-point margin improvement.","Q3 adjusted EPS guided at $1.00-$1.40; July IT outage expected to impact by ~$0.10; full-year FY EPS >$3.25.","Repurchased 8.7M shares for $428M in Q2; first transatlantic route Seattle-Rome announced for May 2026."],"consensus_eps_estimate":1.5579,"consensus_eps_actual":0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":6841000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165961,"accession_number":"0000766421-25-000023","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2025-06-27T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Alaska Air subsidiary Hawaiian Airlines hit by cybersecurity incident on June 23","summary_kind":"llm","event_type":"cyber","confidence":"high","bullets":["Hawaiian Airlines, an Alaska Air Group subsidiary, identified a cybersecurity incident on June 23, 2025 affecting IT systems.","Flights are operating safely and as scheduled; company took immediate steps to safeguard operations.","Authorities and experts engaged for investigation and remediation efforts; investigation ongoing.","Company has not yet determined if incident will materially impact financial condition or results.","Potential risks include disruption to business, operations, and reputation as outlined in forward-looking statements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165960,"accession_number":"0000766421-25-000020","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2025-05-14T23:59:59+00:00","items":["3.03","5.03","5.02","5.07","9.01"],"status":"ready","headline":"Alaska Air shareholders approve equity plan share increases and foreign ownership charter amendment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved a 1,450,000-share increase for the 2016 Performance Incentive Plan and 6,000,000 shares for the Employee Stock Purchase Plan, both extended to March 12, 2035.","Charter amendment imposing foreign ownership limits per DOT rules approved (90.2M for, 125K against).","All 10 director nominees elected; say-on-pay approved with 88.1M for (2.2M against).","Stockholder clawback proposal defeated: 3.9M for, 86.1M against.","Officer exculpation and obsolete-provisions charter amendment approved (84.7M for, 5.6M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165959,"accession_number":"0000766421-25-000012","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Alaska Air Q1 adjusted loss $0.77; Q2 EPS guidance $1.15-$1.65; RASM up 5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $166M ($1.35/share) vs $132M ($1.05) in Q1 2024; adjusted loss $95M ($0.77) vs $116M ($0.92).","Capacity up 3.9% vs pro forma 2024; RASM +5.0% (led industry, but 3pts hit by demand softness).","Q2 2025 guidance: capacity +2-3%, RASM flat to down low-single-digit, CASMex up mid-to-high single-digit, adj EPS $1.15-$1.65.","Operating cash flow $459M; repurchased $107M in Q1, $149M YTD through April 22.","Ratified CBAs with Alaska (~6,900) and Hawaiian (~2,100) AFA flight attendants; integration synergies on track."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":3137000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183515,"accession_number":"0000766421-25-000005","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2025-01-22T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Alaska Air Q4 adj EPS $0.97 beats $0.40-0.50 guide; FY25 adj EPS >$5.75","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 adjusted EPS $0.97 vs guidance $0.40-$0.50; GAAP EPS $0.55 on $71M net income.","Full year 2024 adjusted EPS $4.87 (beat prior guide); record revenue $11.7B.","Q4 capacity +2.5% vs pro forma 2023, RASM +7.0%, CASMex +8.6% (better than guide).","Repurchased ~$250M shares in Q4; authorized new $1B buyback over 4 years.","FY2025 guide: adj EPS >$5.75; Q1 2025 adj EPS loss ($0.70)-($0.50)."],"consensus_eps_estimate":null,"consensus_eps_actual":3.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":11735000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200090,"accession_number":"0000766421-24-000086","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-12-10T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Alaska Air raises FY EPS guide to $4.25-4.50, targets $10 EPS by 2027, authorizes $1B buyback","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 adj EPS guide raised to $0.40-$0.50 (prev $0.20-$0.40); FY adj EPS now $4.25-$4.50 vs $3.50-$4.50.","2027 targets: EPS ≥$10, pretax margin 11-13%, incremental profit $1B, merger synergies ≥$500M (doubled).","Board authorized $1B share repurchase program, effective after current program ends.","Seattle-Tokyo Narita nonstop starts May 2025; Seattle-Seoul Incheon starts Oct 2025 (A330 aircraft).","FY2025 outlook: adj EPS ≥$5.75, capacity up 2-3%, capex $1.4-1.5B, share buybacks ~$250M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200085,"accession_number":"0000766421-24-000084","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K/A","filed_at":"2024-11-26T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Alaska Air Group files 8-K/A to provide Hawaiian Holdings financial statements and pro forma information","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Filing amends initial 8-K to provide required financial statements of acquired Hawaiian Holdings.","Audited financials for Hawaiian for years ended Dec 31, 2023 and 2022 are provided (incorporated by reference).","Unaudited interim financials for Hawaiian for Q2 2024 and prior period are included.","Pro forma combined balance sheet as of June 30, 2024 and income statements for 2023 and H1 2024.","No new operational updates; filing is procedural for SEC compliance post-merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200089,"accession_number":"0000766421-24-000080","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Alaska Air Q3 adj EPS $2.25 beats guidance; Hawaiian acquisition closed; $2B Mileage Plan financing","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GAAP EPS $1.84, adjusted EPS $2.25 vs guidance $1.40-$1.60; revenue RASM up 1.3%.","Completed acquisition of Hawaiian Airlines on Sept 18; includes 13 days of results in Q3.","Raised $2B in debt via Mileage Plan; used $1.4B to repay higher-cost debt, ~$30M annual interest savings.","Q4 guidance: adj EPS $0.20-$0.40, RASM up mid-single digits, CASMex up high single digits.","Liquidity $3.4B; debt to cap 58%, net leverage 2.4x after October refinancing."],"consensus_eps_estimate":null,"consensus_eps_actual":2.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":8201000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200088,"accession_number":"0000766421-24-000077","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-10-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Alaska Air Group files investor update; exhibit text truncated, unable to extract specifics","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor Update furnished under Regulation FD, but provided exhibit text ends mid-sentence.","Update was intended to include financial and operational outlook, but no numbers are available from the excerpt.","Filing references non-GAAP financial figures and forward-looking statements, but specifics are missing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200087,"accession_number":"0000766421-24-000075","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-10-15T23:59:59+00:00","items":["1.01","2.01","2.03","8.01","9.01"],"status":"ready","headline":"Alaska Air issues $1.25B senior secured notes and $750M term loan backed by Mileage Plan; retires Hawaiian debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $625M 5.021% Senior Secured Notes due 2029 and $625M 5.308% Senior Secured Notes due 2031, secured by Mileage Plan collateral.","Entered $750M senior secured term loan facility (New Term Loan Facility) on pari passu basis with the notes; fully drawn.","Satisfied and discharged Hawaiian 5.750% 2026 and 11.000% 2029 senior secured notes by depositing sufficient funds for redemption.","Intends to prepay approximately $513.2M of existing Hawaiian Airlines debt, expected completion in October 2024.","HawaiianMiles assets not initially included in collateral; Hawaiian Holdings entities do not guarantee the notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200086,"accession_number":"0000766421-24-000072","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-10-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alaska Air Group prices $2B in loyalty-secured financings; to redeem $991M of Hawaiian debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $1.25B senior secured notes: $625M at 5.021% due 2029, $625M at 5.308% due 2031.","Also priced $750M senior secured Term Loan B due 2031; total financings $2B.","Upsized notes from originally announced $750M to $1.25B aggregate principal.","Proceeds will redeem Hawaiian's $984.9M of 11.000% notes due 2029 and $6.3M of 5.750% notes due 2026.","Expected closing October 15, 2024; secured by Alaska Airlines Mileage Plan collateral."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216105,"accession_number":"0000766421-24-000069","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-09-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alaska Air launches loyalty-backed notes offering to refinance Hawaiian debt; pro forma net loss $137M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Launched private offering of senior secured notes due 2029 and 2031 by AS Mileage Plan IP Ltd., secured by Mileage Plan collateral.","Proceeds together with new Term Loan B due 2031 will redeem Hawaiian's 11.000% notes due 2029 and 5.750% notes due 2026.","Unaudited pro forma combined net loss of $137M for six months ended June 30, 2024 and $111M for year ended December 31, 2023.","Merger with Hawaiian closed on September 18, 2024; cash consideration of $18 per share totaling $936M for 52M shares.","Intercompany loan from proceeds will support Alaska Airlines' liquidity and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216104,"accession_number":"0000766421-24-000066","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-09-24T23:59:59+00:00","items":["1.01","1.02","2.03","8.01","9.01"],"status":"ready","headline":"Alaska Air proposes $1.5B Mileage Plan financing, completes Hawaiian merger","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Launched $1.5B senior secured term loan facility and additional debt backed by Mileage Plan program.","Proceeds will redeem certain Hawaiian debt (including $985M 11.000% notes due 2029) and for general corporate purposes.","Entered new $850M revolving credit facility (expandable to $1.25B) maturing Sept 2029; no draws yet.","Completed merger with Hawaiian Airlines on Sept 18, assuming $6.3M 2026 Notes and $984.9M 2029 Notes.","New credit facility secured by route authorities, slots, aircraft, and other collateral; releases upon investment-grade rating."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216103,"accession_number":"0000766421-24-000062","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-09-18T23:59:59+00:00","items":["1.01","2.03","2.01","7.01","9.01"],"status":"ready","headline":"Alaska Air completes $1.0B acquisition of Hawaiian Holdings; HA stockholders receive $18/share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Alaska Air Group closed its acquisition of Hawaiian Holdings for ~$1.0B cash; each HA share converted to $18.00.","Combined airline serves 141 destinations with 350 aircraft; Honolulu becomes Alaska's second largest hub.","Run-rate synergies expected to exceed $235M; high single-digit EPS accretion within 2 years and mid-teens ROIC by year 3.","Hawaiian Airlines' stock (HA) to be delisted from Nasdaq; combined entity trades as ALK on NYSE.","Mileage Plan and HawaiianMiles members can transfer miles 1:1 free starting soon; unified loyalty program expected mid-2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216102,"accession_number":"0000766421-24-000057","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-09-17T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Alaska Air Group receives DOT interim exemption for Hawaiian merger; expects to close Sept 18","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["DOT granted interim exemption on Sept 17, 2024, for Alaska-Hawaiian merger.","Merger expected to close on or about Sept 18, 2024, pending remaining conditions.","Merger Agreement signed Dec 2, 2023; Hawaiian to become wholly owned subsidiary.","DOT interim exemption was a key regulatory condition for the combination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216101,"accession_number":"0000766421-24-000054","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-09-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Alaska Air Group issues investor update with financial and operational outlook","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filed as Regulation FD disclosure under Item 7.01 with Investor Update furnished as Exhibit 99.1.","Update includes forward-looking non-GAAP financial figures; reconciling items not yet determinable.","Specific financial or operational guidance figures were not provided in the available excerpt.","No other material events reported in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216100,"accession_number":"0000766421-24-000051","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-08-20T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"DOJ antitrust review period for Alaska Air-Hawaiian merger expires without challenge","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["DOJ review period expired at 12:01 a.m. ET on August 20, 2024; no lawsuit filed.","Merger remains subject to DOT approval of joint interim exemption application.","Alaska and Hawaiian had extended the review period multiple times in July and August.","Parties continue cooperating with DOT; closing awaits DOT and other customary conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216099,"accession_number":"0000766421-24-000049","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-08-15T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Alaska Air extends DOJ merger review period to Aug 20 for Hawaiian acquisition","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Review period pushed to 12:01 a.m. ET on August 20, 2024, per latest agreement with DOJ.","Prior extensions moved the deadline from Aug 5 to Aug 15, then to Aug 16.","Alaska and Hawaiian continue cooperating with DOJ's antitrust investigation.","Merger agreement signed Dec 2, 2023; closing awaits DOJ clearance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216098,"accession_number":"0000766421-24-000047","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-08-14T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Alaska Air Group extends DOJ review period for Hawaiian merger to August 16","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Review period extended by one day to 12:01 a.m. ET on August 16, 2024.","Extension agreed with DOJ on August 13, 2024; prior extension had set deadline to August 15.","Parties continue to cooperate with DOJ's antitrust review of the merger.","Merger agreement entered December 2, 2023; Hawaiian will become wholly owned subsidiary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216097,"accession_number":"0000766421-24-000041","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-07-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Alaska Air extends DOJ review period for Hawaiian merger to August 15, 2024","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["On July 29, 2024, Alaska and Hawaiian agreed with DOJ to extend the review period to August 15, 2024.","Previous review period was set to expire August 5, 2024, under the March 27 timing agreement.","Substantial compliance with DOJ Second Request was certified on May 7, 2024, triggering the 90-day review.","Merger agreement signed December 2, 2023; Hawaiian would become a wholly owned subsidiary of Alaska.","DOJ antitrust investigation remains ongoing; merger cannot close before review period ends unless DOJ clears."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216096,"accession_number":"0000766421-24-000038","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-07-17T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Alaska Air Q2 adjusted EPS $2.55; record revenue; leading 15.8% pretax margin","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $220M ($1.71 EPS); adjusted net income $327M ($2.55 EPS) vs $387M ($3.00) in Q2 2023.","Record quarterly revenue; adjusted pretax margin of 15.8% expected to lead the industry.","Completion rate 99.5%; tentative agreement with mainline flight attendants, vote by mid-August.","Repurchased $28M in stock during Q2; ended quarter with $2.5B cash and 45% debt-to-capitalization.","Received 6 737-9, 3 737-8, and 1 E175; DOJ second request on Hawaiian Airlines acquisition."],"consensus_eps_estimate":null,"consensus_eps_actual":0.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":5129000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235620,"accession_number":"0000766421-24-000035","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-05-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Alaska Air Group shareholders elect all 10 director nominees and approve say-on-pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All director nominees elected with >87 million votes each; no dissident slate or majority opposition.","Advisory vote on executive compensation passed: 87.0M for, 3.2M against, 0.5M abstain.","Ratification of KPMG as 2024 auditor approved: 102.6M for, 1.7M against.","Annual meeting held May 9, 2024 with broker non-votes of 13.85M on all director and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235619,"accession_number":"0000766421-24-000033","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Alaska Air Group and Hawaiian Holdings certify substantial compliance with DOJ Second Request","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["On May 7, 2024, Alaska Air Group and Hawaiian Holdings certified substantial compliance with the DOJ's Second Request for the merger.","The certification triggers a 90-day period during which the merger cannot be consummated, expiring on August 5, 2024.","The parties have been working cooperatively with the DOJ and expect to continue doing so.","The merger is subject to regulatory approvals including expiration of the HSR Act waiting period."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235618,"accession_number":"0000766421-24-000023","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-04-18T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Alaska Air Q1: record revenue $2.2B, GAAP net loss $1.05/sh, receives $162M Boeing compensation","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 operating revenue of $2.2B; GAAP net loss $132M ($1.05/sh) vs loss $142M ($1.11/sh) in Q1 2023.","Non-GAAP adjusted net loss $116M ($0.92/sh) vs $79M ($0.62/sh) prior year; wider adjusted loss.","Received $162M initial cash compensation from Boeing for 737-9 MAX grounding.","Ratified five-year labor agreement with AMFA employees; repurchased 561K shares for $21M.","Hawaiian Airlines acquisition ($18/sh) approved by Hawaiian shareholders; regulatory approval pending."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":2232000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235617,"accession_number":"0000766421-24-000020","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-04-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Alaska Air Group releases investor update with financial/operational outlook; key figures not in excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company issued investor update on April 4, 2024, covering financial and operational outlook.","Update furnished under Regulation FD; full content available on company website.","Exhibit in filing includes only disclaimers; specific guidance numbers not provided in excerpt.","Company notes non-GAAP forward-looking measures cannot be reconciled without unreasonable effort.","Investors should refer to the complete update for detailed projections."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253397,"accession_number":"0000766421-24-000017","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-03-27T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Alaska Air, Hawaiian enter DOJ timing agreement, extend merger review period by 90 days","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Parties agreed not to close merger until 90 days after certifying substantial compliance with DOJ's Second Request, unless DOJ ends investigation earlier.","DOJ issued Second Request on Feb 7, 2024, extending HSR waiting period till compliance plus 30 days.","Alaska and Hawaiian continue cooperating with DOJ; merger still subject to other regulatory approvals.","Merger Agreement was announced Dec 2, 2023; the transaction is valued at approximately $1.9B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253396,"accession_number":"0000766421-24-000014","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-03-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Alaska Air Group furnishes investor update; no specific figures in excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor Update filed as Exhibit 99.1 contains only a header and non-GAAP disclaimer.","Filing references financial/operational outlook but provides no quantitative data.","Update is furnished under Regulation FD and not incorporated by reference.","No guidance changes, earnings, or strategic announcements were disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253395,"accession_number":"0000766421-24-000009","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Alaska Air and Hawaiian receive DOJ Second Request for merger antitrust review","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["On Feb 7, 2024, Alaska Air and Hawaiian each received a Second Request from the DOJ Antitrust Division regarding their planned merger.","The Second Request extends the HSR waiting period until 30 days after substantial compliance by both parties, unless terminated earlier.","Alaska and Hawaiian expect to promptly respond and continue cooperating with the DOJ during its review."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253394,"accession_number":"0000766421-24-000007","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2024-01-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Alaska Air Group reports Q4 GAAP loss, guides FY2024 EPS $3-$5 with $150M MAX grounding hit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 GAAP net loss $2M ($-0.02 EPS); adjusted EPS $0.30 vs $0.92 a year ago.","FY2023 record revenue $10.4B; adjusted EPS $4.53 vs $4.35 in 2022; adjusted pretax margin 7.5%.","FY2024 adjusted EPS guided $3.00-$5.00, including $150M negative impact from 737-9 MAX grounding.","Capacity growth now expected at or below prior 3%-5% range due to MAX grounding and delivery delays.","Repurchased 3.5M shares for $145M in 2023; closed acquisition of Hawaiian Airlines for $18 cash per share."],"consensus_eps_estimate":null,"consensus_eps_actual":1.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":10426000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270865,"accession_number":"0000766421-23-000050","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2023-12-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Alaska Air Group provides investor update with CASMex outlook; details limited in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor Update filed Dec 14, 2023 includes expected operational and financial information.","Key metric highlighted: CASMex (cost per available seat mile excluding fuel and other items).","No specific guidance or numerical figures provided in the exhibit excerpt available.","Update provides forward-looking operational and cost outlook for the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270864,"accession_number":"0001193125-23-287918","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2023-12-04T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Alaska Air to acquire Hawaiian Airlines for $1.9B in all-cash deal at $18/share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All-cash price of $18.00 per share; enterprise value ~$1.9B including $0.9B net debt.","Combined fleet of 365 aircraft; 138 destinations; access to 1,200+ via oneworld Alliance.","Expected run-rate synergies of at least $235M; accretive to Alaska earnings within two years post-close.","Conditions include Hawaiian shareholder vote, HSR, FAA, FCC, DOT approvals; outside date June 2, 2025 (extendable to Dec 2, 2025).","Alaska pays $100M termination fee if deal blocked; Hawaiian pays $39.55M if it backs out for a superior proposal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270863,"accession_number":"0000766421-23-000042","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2023-10-19T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Alaska Air Q3 GAAP EPS $1.08, adjusted EPS $1.83; revenue $2.8B; all-Boeing transition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $139M ($1.08/sh) vs $40M ($0.31) in Q3 2022; adjusted net income $237M ($1.83/sh) vs $325M ($2.53).","Operating revenue $2.8B; CASM ex-fuel down 5% YoY; adjusted pretax margin 11.4% despite West Coast fuel headwinds.","Industry-leading completion rate of 99.7%; retired final Airbus A321neo, completes all-Boeing fleet transition.","Agreed to sell ten A321neos to American Airlines, with deliveries starting Q4 2023; received five 737-9 and two E175 aircraft.","Repurchased 248,988 shares for ~$13M in Q3; ended quarter with $2.5B cash and 48% debt-to-capitalization ratio."],"consensus_eps_estimate":null,"consensus_eps_actual":1.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":7873000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287768,"accession_number":"0000766421-23-000036","cik":766421,"company_name":"ALASKA AIR GROUP, INC.","ticker":"ALK","form_type":"8-K","filed_at":"2023-09-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Alaska Air Group files Regulation FD investor update but no specific numbers provided in attached exhibit","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filing includes an Investor Update (Exhibit 99.1) but the exhibit text only defines CASMex and does not disclose any financial or operational outlook figures.","No revenue, earnings, or guidance data are present in the submitted exhibit.","The update is furnished under Item 7.01 and not deemed filed for Exchange Act purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":5158604671.799761,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-09-06T23:59:59+00:00|287768"}