{"filings":[{"id":527720,"accession_number":"0001193125-26-230895","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2026-05-19T20:30:55+00:00","items":["1.01","2.03"],"status":"ready","headline":"Southwest Airlines increases term loan facility by $1.0B to $1.5B total outstanding","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered Increase Joinder adding $1.0B incremental term loans; total term loan outstanding now $1.5B.","Uncommitted incremental feature amended to allow up to $1.0B in additional commitments after this increase.","All term loans mature March 11, 2029; prepayment allowed without penalty on three business days' notice.","Loans secured by aircraft and related assets; minimum collateral coverage ratio must be maintained.","Existing $500M revolving credit facility was not amended in connection with this transaction."],"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":20929290500.61172,"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":13603,"accession_number":"0000092380-26-000050","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2026-05-11T20:24:00+00:00","items":["5.07"],"status":"ready","headline":"Southwest annual meeting elects all 11 directors; Reynolds gets 38.6% votes against","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Christopher P. Reynolds received 230.6M for (61.4%) and 145.9M against (38.6%) in director election.","All other 10 directors received >90% votes for, with no single nominee below 85%.","Advisory say-on-pay approved: 364.4M for (96.4%), 13.5M against (3.6%).","Ratification of Ernst & Young as FY2026 auditor passed: 430.4M for, 10.9M against.","Meeting held May 7, 2026; broker non-votes of ~63M shares on all director and 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":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":20929290500.61172,"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":99818,"accession_number":"0000092380-26-000044","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southwest Airlines Q1 net income $227M, revenue $7.2B record; Q2 EPS guide $0.35-$0.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net income $227M ($0.45 EPS), operating revenue $7.2B (record, +12.8% YoY).","Operating margin 4.6% (+8.1 pts YoY); Q2 adjusted EPS guidance $0.35-$0.65.","Q1 RASM +11.2% YoY, above guidance; Q2 RASM expected +16.5%-18.5%.","Q1 fuel cost $2.73/gal, $0.22 EPS headwind vs guidance $2.40; Q2 fuel assumed $4.10-$4.15.","Returned $1.3B to shareholders via $1.25B buyback and $93M dividends in Q1."],"consensus_eps_estimate":0.4778,"consensus_eps_actual":0.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":7249000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":20929290500.61172,"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":116062,"accession_number":"0001193125-26-102966","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"Southwest Airlines enters $500M term loan facility secured by aircraft","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M senior secured term loan drawn in full on March 11, 2026.","Matures March 11, 2029; prepayable without penalty on 3 business days' notice.","Interest at Term SOFR + 1.10% or ABR + 0.10%, with floors of 0.00% and 1.00% respectively.","Secured by aircraft and related assets; includes an uncommitted incremental term loan feature up to $500M.","Existing revolving credit facility unaffected."],"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":20929290500.61172,"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":116061,"accession_number":"0001193125-26-044746","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southwest directors Cush and Saretsky resign effective Feb 23, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["C. David Cush and Gregg A. Saretsky resigned from the Board on Feb 9, 2026, effective Feb 23, 2026.","Resignations are not due to any disagreement with the Company on operations, policies, or practices.","No replacement directors have been announced as of the filing date."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":20929290500.61172,"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":116060,"accession_number":"0000092380-26-000002","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southwest Q4 2025 net income $323M; FY25 adjusted EPS $0.93; guides 2026 adj EPS >=$4.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2025 net income $441M ($0.79 EPS); adjusted net income $512M ($0.93 adj EPS).","FY25 adjusted EBIT $574M, above prior guidance of $500M; record operating revenue $28.1B.","2026 adjusted EPS guidance of at least $4.00, implying >300% YoY growth; Q1 adj EPS guidance >=$0.45.","Returned $2.9B to shareholders via $2.6B buybacks and $399M dividends in 2025.","Implemented assigned seating, bag fees, basic economy, and other transformation initiatives."],"consensus_eps_estimate":0.5837,"consensus_eps_actual":0.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":28063000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":20929290500.61172,"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":132488,"accession_number":"0000092380-25-000144","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Southwest Airlines cuts FY2025 EBIT guidance to ~$500M from $600-800M range","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["FY2025 EBIT guidance lowered to approximately $500 million, down from prior range of $600-$800 million.","Lower revenue due to government shutdown and higher fuel prices cited as primary causes for the cut.","Bookings have returned to previous expectations following the temporary decline in demand related to the shutdown."],"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":20929290500.61172,"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":132487,"accession_number":"0001193125-25-262544","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Southwest Airlines closes $1.5B debt offering: 4.375% notes due 2028 and 5.250% notes due 2035","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.5B aggregate principal: $750M of 4.375% Notes due 2028 and $750M of 5.250% Notes due 2035.","Offering completed on November 3, 2025, under a registration statement and base indenture dated Feb 6, 2024.","Underwriting syndicate includes BofA Securities, Citigroup, Goldman Sachs, J.P. Morgan, and Morgan Stanley."],"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":20929290500.61172,"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":132486,"accession_number":"0000092380-25-000138","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Southwest Q3 net income $54M, record revenue $6.9B; reaffirms FY25 EBIT guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $54M ($0.10 diluted EPS); adjusted net income $58M ($0.11 diluted EPS).","Record Q3 operating revenue $6.9B (+1.1% YoY); RASM +0.4%, above guidance midpoint.","CASM-X +2.5% YoY, better than anticipated; reaffirms FY2025 EBIT guidance $600M-$800M.","Returned $439M to shareholders via dividends ($189M) and buybacks ($250M).","Launched assigned/extra legroom seating sale for Jan 27, 2026; bookings in line; expects all-time Q4 record revenue."],"consensus_eps_estimate":-0.0331,"consensus_eps_actual":0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":20621000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":20929290500.61172,"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":149014,"accession_number":"0000092380-25-000131","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Southwest Q2 net income $213M ($0.39 EPS); launches $2B buyback; bag fees exceed expectations","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net income $213M (diluted EPS $0.39); adjusted net income $230M (adjusted EPS $0.43).","Revenue $7.2B down 1.5% YoY; RASM -3.1% on capacity +1.6%; CASM-X +4.7%.","Launched bag fees and basic economy; bag fee revenue exceeding expectations; no operational impact.","Board authorized new $2.0B share repurchase program expected over ~2 years; completed prior $2.5B buyback.","FY2025 EBIT guidance $600M-$800M; initiatives target $1.8B EBIT contribution in 2025."],"consensus_eps_estimate":0.5123,"consensus_eps_actual":0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":13672000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":20929290500.61172,"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":167986,"accession_number":"0000092380-25-000119","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["3.03","5.03","9.01"],"status":"ready","headline":"Southwest Airlines amends bylaws to require 3% ownership for derivative suits","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New bylaw requires shareholder to beneficially own 3% of outstanding common stock to institute a derivative proceeding.","Exclusive forum for internal entity claims set to U.S. District Court for Northern District of Texas or Texas Business Court in Dallas County.","Shareholders waive right to jury trial for internal entity claims and any claim against the company or its directors/officers.","Bylaw amendments effective May 16, 2025, approved by Board in connection with changes to Texas Business Organizations Code."],"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":20929290500.61172,"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":167985,"accession_number":"0000092380-25-000117","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Southwest Airlines shareholders elect all 13 directors, approve Say on Pay, reject clawback proposal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 13 director nominees elected with votes for ranging from 405M to 417M; Robert E. Jordan received 405,379,258 for.","Advisory vote on executive compensation passed with 401,418,268 for vs 25,796,557 against.","Ratification of Ernst & Young as auditor for 2025 passed with 494,855,465 for, 13,483,801 against.","Shareholder proposal to amend clawback policy defeated: 21,779,309 for, 404,403,087 against, 81M broker non-votes.","Meeting held May 14, 2025; broker non-votes were approximately 81 million on most 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":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":20929290500.61172,"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":167984,"accession_number":"0000092380-25-000079","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Southwest Airlines Q1 net loss $149M, withdraws FY EBIT guidance on demand softness","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $149M ($0.26 diluted EPS); adjusted net loss $77M ($0.13 per share).","Record Q1 revenue $6.4B (+1.6% YoY) driven by all-time record yields; leisure demand weakened.","Withdraws FY2025 and FY2026 EBIT guidance; full-year capacity now seen up ~1% (prev. 1-2%).","Q2 unit revenue guidance flat to down 4% YoY; CASM-X +3.5% to 5.5%; fuel $2.20-$2.30/gal.","Repurchased $1B under $2.5B buyback; expects to complete remaining $1.5B by July 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":6428000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":20929290500.61172,"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":185232,"accession_number":"0000092380-25-000075","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southwest Airlines appoints J. Ryan Martinez as principal accounting officer effective April 1","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["J. Ryan Martinez named principal accounting officer effective April 1, 2025, succeeding Tammy Romo who steps down from that role.","Martinez is currently SVP Finance & Controller; previously VP Investor Relations (2021-2023) and Managing Director IR (2017-2021).","No material plan, contract, or award entered into with Martinez in connection with the appointment.","Martinez has no reportable relationships or transactions under Regulation S-K Items 401(d) or 404.","Appointment approved unanimously by the Board on March 28, 2025."],"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":20929290500.61172,"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":185231,"accession_number":"0000092380-25-000059","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Southwest cuts Q1 RASM guidance to +2-4% (prev +5-7%); announces bag fees & Basic fare","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q1 RASM seen +2-4% YoY (prev +5-7%); macro softening, wildfires, less gov't travel cited.","Q1 CASM-X guided +~6% YoY (prev +7-9%); lower costs shifted later in year.","Fuel cost per gallon expected $2.35-2.45 (prev $2.50-2.60).","New bag fees: two free bags for A-List Preferred/Business Select, one for A-List/Cardmembers; others charged first two bags starting May 28.","Basic fare on lowest-priced tickets; flight credits expire 1 yr (Basic: 6 mo); Expedia distribution began."],"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":20929290500.61172,"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":185230,"accession_number":"0001193125-25-029062","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Southwest amends Elliott cooperation pact; transformation officer to leave","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elliott can now acquire up to 19.9% aggregate economic exposure (was 14.9%) in LUV common stock.","Beneficial ownership cap of 12.49% extended until day after 2026 annual meeting record date or April 1, 2026.","Ryan Green, EVP & Chief Transformation Officer, steps down effective April 1, 2025.","Safety and Operations Committee obligations under the original cooperation agreement removed."],"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":20929290500.61172,"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":185229,"accession_number":"0001193125-25-028035","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-02-18T23:59:59+00:00","items":["2.05","7.01","9.01"],"status":"ready","headline":"Southwest Airlines to cut 1,750 corporate roles (15% of positions) by Q2 2025; expects $300M annual savings","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Approximately 1,750 roles eliminated, focused on corporate overhead and leadership (15% of corporate positions, 11 senior VP+ roles).","Partial 2025 savings estimated at $210M; full-year 2026 savings ~$300M.","One-time GAAP pre-tax charge of $60M-$80M in Q1 2025 for severance and post-employment benefits.","Separations substantially complete by end of Q2 2025.","CEO Bob Jordan calls it 'unprecedented in our 53-year history' as part of transformation."],"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":20929290500.61172,"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":185228,"accession_number":"0001193125-25-023650","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-02-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Southwest Airlines appoints Tom Doxey as CFO effective March 10, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tom Doxey named EVP & CFO effective March 10, 2025, succeeding Tammy Romo.","Doxey previously served as President of Breeze Airways and SVP Technical Operations at United Airlines.","Compensation includes base salary of $575k, target cash incentive of $776k, and equity awards valued at ~$4M.","Doxey led Breeze's transformation to profitability in under two years; managed $5B budget at United.","Standard change-in-control agreement and $500k cash award with clawback provisions included."],"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":20929290500.61172,"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":185227,"accession_number":"0000092380-25-000025","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-02-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Two Southwest directors to retire after 2025 Annual Meeting per Elliott agreement","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Eduardo F. Conrado and Elaine Mendoza will not stand for re-election at 2025 Annual Meeting and retire immediately after.","Departures are not due to any disagreement with the Company on operations, policies, or practices.","These retirements fulfill previously reported condition under Oct 2024 cooperation agreement with Elliott Investment Management.","Both directors were incumbent as of Oct 23, 2024; two directors were required to step down per agreement."],"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":20929290500.61172,"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":185226,"accession_number":"0000092380-25-000007","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-01-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Southwest Q4 net income $261M, record revenue $6.9B; launches $750M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $261M ($0.42 diluted EPS); adjusted net income $356M ($0.56).","Record Q4 operating revenue $6.9B (+1.6% YoY); full-year record $27.5B.","RASM (ex-items) up 8.0% YoY in Q4; guides Q1 2025 RASM +5% to 7%.","Announces $750M accelerated share repurchase; $250M already completed.","2025 capacity +1%–2% YoY; CASM-X guided +7%–9% in Q1, exiting year low-single digits."],"consensus_eps_estimate":null,"consensus_eps_actual":0.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":27483000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":20929290500.61172,"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":185225,"accession_number":"0001193125-25-013376","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-01-27T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Southwest Airlines elects cash settlement for 1.250% convertible notes due 2025","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Default settlement method changed to Cash Settlement for 1.250% convertible senior notes due 2025.","Change effective for all conversions on or after January 27, 2025.","Cash settlement reduces potential dilution to common shares but requires cash outlay.","Notes carry CUSIP 844741BG2; maturity in 2025."],"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":20929290500.61172,"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":185224,"accession_number":"0001193125-25-004026","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-01-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Southwest CFO Tammy Romo and CAO Linda Rutherford retire effective April 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Tammy Romo resigns after 33 years; CFO role since 2012; search for replacement underway.","CAO Linda Rutherford resigns after 32 years; oversaw Culture, Communications, People, Technology.","Both retirements effective April 1, 2025; departures are planned retirements, not immediate.","CEO Bob Jordan praised both executives for guiding the airline through highs and lows."],"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":20929290500.61172,"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":185223,"accession_number":"0000092380-25-000003","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2025-01-07T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Southwest Airlines completes sale-leaseback of 35 Boeing 737-800s, receives $871M, expects $92M gain in Q4 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Gross proceeds of $871M from sale-leaseback of 35 aircraft to BBAM in late December 2024.","Expected realized gains of $92M in Q4 2024, reducing CASM on both GAAP and non-GAAP bases.","Sale-leaseback of the 36th aircraft expected to close in January 2025.","Lease terms range from 26 to 37 months; annual aircraft ownership cost increases ~$2.6M per aircraft.","Proceeds to be used for capital allocation including fleet modernization and shareholder returns."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":20929290500.61172,"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":201824,"accession_number":"0000092380-24-000174","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Southwest raises Q4 2024 revenue guidance, plans additional $750M share repurchase","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["RASM (unit revenue) now expected up 5.5%-7.0% YoY vs prior 3.5%-5.5%.","Economic fuel cost guidance raised to $2.35-$2.45/gal vs prior $2.25-$2.35.","Intends to launch $750M accelerated share repurchase in Q1 2025, after completing $250M ASR.","Expects 40 aircraft retirements (36 737-700, 4 737-800) and ~20 737-8 deliveries in 2024.","Fleet strategy initial transaction expected by early 2025; $1.5B remains under $2.5B buyback program."],"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":20929290500.61172,"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":201820,"accession_number":"0001193125-24-253187","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K/A","filed_at":"2024-11-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southwest Airlines appoints six new directors and names Rakesh Gangwal as independent Board Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Six new directors appointed effective Nov 1, 2024: Pierre Breber, David Cush, Sarah Feinberg, David Grissen, Gregg Saretsky, Patricia Watson.","Rakesh Gangwal appointed independent Chair of the Board, effective Nov 1, 2024.","Board committees assigned: Audit, Compensation, Finance, Nominating, Safety and Operations committees with specific director members.","Committee chairs include Douglas Brooks (Audit), Lisa Atherton (Compensation), Gregg Saretsky (Finance), Christopher Reynolds (Nominating), David Hess (Safety & Operations)."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":20929290500.61172,"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":201823,"accession_number":"0001193125-24-243459","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-10-25T23:59:59+00:00","items":["1.01","3.03","9.01"],"status":"ready","headline":"Southwest Airlines terminates shareholder rights plan (poison pill) effective Oct 25, 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company and Equiniti Trust amended the Rights Agreement to advance expiration to 5:00 PM ET on Oct 25, 2024.","All previously distributed common stock purchase rights expired immediately upon termination.","Rights plan was originally adopted July 2, 2024; filing provides no reason for early termination.","Termination constitutes a material modification to rights of security holders by removing dilution protection."],"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":20929290500.61172,"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":201822,"accession_number":"0001193125-24-242286","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["1.01","5.02","7.01","9.01"],"status":"ready","headline":"Southwest settles with Elliott, adds 6 directors; Gary Kelly retires Nov 1","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Cooperation agreement with Elliott ends special meeting request; 5 new directors from Elliott, plus Pierre Breber appointed.","Executive Chairman Gary Kelly retires Nov 1; 6 other directors resign; board shrinks to 15 then to 13 after 2025 meeting.","Gregg Saretsky to chair refreshed Finance Committee; David Cush also on committee.","Elliott granted standstill and voting commitments; Rights Agreement terminated within 2 business days.","New independent chair to be selected by reconstituted board; Kelly becomes Chairman Emeritus."],"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":20929290500.61172,"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":201821,"accession_number":"0000092380-24-000145","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Southwest Q3 net income $67M ($0.11 EPS); record revenue $6.9B; launches $250M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.11; adjusted EPS $0.15; operating revenues $6.9B, up 5.3% YoY.","Announced $250M accelerated share repurchase under $2.5B authorization.","Q4 guidance: RASM up 3.5-5.5%, CASM-X up 11-13%, capacity down ~4% YoY.","ROIC target of at least 15% by 2027; cost savings plan on track for $500M run rate in 2027.","Ended Q3 with $9.4B cash and $1.4B net cash position; 811 aircraft at quarter-end."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":20553000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":20929290500.61172,"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":217830,"accession_number":"0000092380-24-000122","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-09-26T23:59:59+00:00","items":["5.02","7.01","8.01","9.01"],"status":"ready","headline":"Southwest Airlines appoints Robert Fornaro to board; six director retirements set for Nov","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robert Fornaro, former CEO of AirTran and Spirit Airlines, appointed to board effective Sept. 26, 2024.","Board size increased to 16 for Fornaro's appointment; will decrease to 10 after Nov 2024 retirements and to 9 after 2025 annual meeting.","Board refreshment plan includes six previously announced resignations in Nov 2024 and Executive Chairman Gary Kelly's retirement at 2025 annual meeting.","Fornaro served as a consultant to Southwest from 2011-2014 and 2020-2024, providing transformation plan insight; not independent under NYSE rules.","Southwest has added ten new directors over the past three years, including Rakesh Gangwal and Lisa Atherton."],"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":20929290500.61172,"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":217829,"accession_number":"0000092380-24-000121","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-09-26T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Southwest announces $2.5B buyback, shifts to assigned seating, targets $4B EBIT by 2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized $2.5B share repurchase program, replacing May 2019 program.","Q3 2024 RASM guidance raised to +2-3% YoY (prev. flat to -2%); economic fuel cost per gallon lowered to $2.50-$2.60.","Company to introduce assigned seating (sales H2 2025, flights H1 2026) and premium seating with extra legroom on ~1/3 of seats.","Financial targets: ~$4B cumulative incremental EBIT by 2027 and after-tax ROIC >=15% in 2027.","Global partnership with Icelandair expected in 2025 via Baltimore; intends to add at least one more partner in 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":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":20929290500.61172,"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":217828,"accession_number":"0000092380-24-000116","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-09-25T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Southwest SLC recommends dismissal of derivative suits over Dec 2022 meltdown","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Special Litigation Committee (SLC) concluded it is not in company's best interests to pursue derivative claims related to December 2022 service disruption.","Six derivative suits and multiple demand letters alleged breach of fiduciary duty, waste, and misleading statements; all were stayed pending SLC investigation.","SLC retained two law firms, reviewed evidence since July 2023; unanimously adopted resolution on September 19, 2024.","Company will move to dismiss derivative actions in accordance with Texas law."],"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":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":20929290500.61172,"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":217827,"accession_number":"0001193125-24-216328","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-09-10T23:59:59+00:00","items":["5.02","7.01","8.01","9.01"],"status":"ready","headline":"Southwest announces 7 board departures, plans 4 new directors; Kelly to retire after 2025 AGM","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gary Kelly to retire as Executive Chairman and from Board after 2025 Annual Meeting.","Six directors (Biegler, Biggins, Blunt, Cunningham, Gilligan, Soltau) to resign effective Nov 21, 2024 board meeting.","Board intends to appoint four new independent directors, considering Elliott's candidates; board size to be 13 after Nov, 12 after 2025.","Board eliminates Executive Committee, creates Finance Committee; new Lead Director and committee chairs to be named.","Board reiterates support for CEO Bob Jordan; engagement with Elliott continues for collaborative resolution."],"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":20929290500.61172,"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":217826,"accession_number":"0000092380-24-000108","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Southwest Q2 net income $367M ($0.58 EPS); announces assigned seating, redeye flights","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $367M ($0.58 diluted EPS); record revenue $7.4B but unit revenue down 3.8% YoY.","Q3 RASM guidance flat to down 2% YoY; Q4 capacity to decrease 4% YoY; expects positive unit revenue inflection by Q4.","To assign seats and offer premium extended-legroom seating (~1/3 of seats); open seating ended after 50+ years.","Intro of redeye flights starting Feb 2025 on 5 routes; expects to fund nearly all new capacity without incremental aircraft capital.","Ryan Green named EVP Commercial Transformation to lead new initiatives; Investor Day set for late September."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":13683000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":20929290500.61172,"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":217825,"accession_number":"0000092380-24-000101","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-07-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southwest Airlines appoints Rakesh Gangwal to board effective July 7, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rakesh Gangwal, co-founder of IndiGo (India's largest airline), joined Southwest's board effective July 7, 2024.","Gangwal previously served as CEO of US Airways Group and Worldspan Technologies, and held executive roles at Air France and United Airlines.","Compensation includes $90,000 annual retainer, meeting fees, equity awards (~$170,000), free travel, and retirement plan eligibility."],"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":20929290500.61172,"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":217824,"accession_number":"0001193125-24-174642","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-07-03T23:59:59+00:00","items":["1.01","3.03","7.01","9.01"],"status":"ready","headline":"Southwest adopts poison pill after Elliott builds ~11% stake; rights trigger at 12.5%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rights plan effective July 2, 2024, expires in one year; dividend of one Right per share to holders of record July 15.","Triggering percentage set at 12.5% of outstanding common stock; rights become exercisable on acquisition above that.","Elliott Investment Management reported ~11% economic interest but has not fully disclosed position to SEC; can acquire more starting July 11.","Under triggered plan, holders (excluding triggering party) can buy shares at 50% discount or exchange for one share per Right.","Rights plan has no dead-hand or slow-hand features; Board can redeem rights at $0.001 per Right before a trigger."],"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":20929290500.61172,"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":237735,"accession_number":"0000092380-24-000098","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-06-26T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Southwest cuts Q2 RASM guidance to down 4.0-4.5% vs prior down 1.5-3.5%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["RASM now expected down 4.0-4.5% YoY; prior view was 1.5-3.5% decline; still forecasts all-time quarterly record operating revenue.","Q2 capacity up 8-9% YoY; Q3 low-single-digit increase, Q4 low- to mid-single-digit decrease; full year ~4% rise.","Economic fuel cost guidance unchanged at $2.70-$2.80/gal; CASM-X up 6.5-7.5% YoY.","Completion factor ~99.5% in Q2 despite challenging weather; early lease returns shifted ~$9M debt repayments.","Company to share full strategic plan at Investor Day in September 2024."],"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":20929290500.61172,"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":237734,"accession_number":"0000092380-24-000094","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-05-20T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Southwest shareholders approve amended equity plan with 4.75M share increase; all directors elected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amended 2007 Equity Incentive Plan; share reserve increased by 4.75M to 36.25M shares.","All 14 director nominees elected; say-on-pay approved with ~77% of votes cast in favor.","Shareholder proposal to amend clawback policy rejected with ~81% against.","Shareholder proposal to permit removal of directors without cause rejected with ~92% against.","Ratification of Ernst & Young as independent auditor approved with ~96% of votes for."],"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":20929290500.61172,"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":237733,"accession_number":"0000092380-24-000058","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Southwest Airlines leadership changes: Shaw to Advisor, Van Eaton and Novota promoted","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark Shaw resigns as EVP & Chief Legal & Regulatory Officer and Corporate Secretary effective June 1, 2024; becomes Executive Advisor.","Jason Van Eaton promoted to EVP, Chief Regulatory & Corporate Affairs Officer effective June 1, overseeing multiple departments including Legal and Governmental Affairs.","Jeff Novota promoted to VP General Counsel & Corporate Secretary effective June 1, leading the Legal Department and advising Senior Management and Board."],"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":20929290500.61172,"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":237732,"accession_number":"0000092380-24-000053","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southwest Q1 net loss $231M; record revenue $6.3B; Boeing 737 deliveries cut to ~20","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $231M ($0.39 diluted loss); adjusted loss $218M ($0.36 diluted).","Record Q1 revenue $6.3B (+10.9% YoY); RASM flat, low end of guidance.","Boeing delivery delays: 2024 deliveries now ~20 (-8) vs prior 46; fleet ends year at ~802.","Closing four airports (Bellingham, Cozumel, Houston-IAH, Syracuse) on Aug 4, 2024; ~2,000 fewer employees by year-end.","FY 2024 capacity growth cut to ~4% (from ~6%); CASM-X guidance raised to 7-8% (from 5.5-7%)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":6329000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":20929290500.61172,"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":255252,"accession_number":"0000092380-24-000047","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-03-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Southwest cuts Q1 RASM guidance, expects net loss; Boeing delivery delay reduces capacity plans","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q1 RASM guidance cut to flat-to-up-2% (prev 2.5-4.5%); expects Q1 net loss, but profitability in March.","Boeing cuts 2024 deliveries to 46 (prev 79); zero -7 deliveries; H2 capacity growth cut by at least 1 point.","CASM-X guidance raised to up ~6% (prev 5-6%); hiring halted for pilots and flight attendants; year-end headcount down YoY.","Economic fuel cost guidance raised to $2.95-$3.00/gal (prev $2.70-$2.80).","Full year 2024 guidance including capex to be updated with Q1 earnings on April 25."],"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":20929290500.61172,"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":255251,"accession_number":"0000092380-24-000026","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-02-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Southwest Airlines updates Q4 2023 with additional $51M pilot bonus expense; lowers 2024 CASM-X guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Additional $51M expense accrued in Q4 2023 for pilot ratification bonus and payroll taxes.","Q1 2024 CASM-X guidance lowered to 5-6% YoY (prev. 6-7%).","Full-year 2024 CASM-X guidance narrowed to 5.5-7% (prev. 6-7%).","Other guidance (RASM, ASMs, fuel costs, capex) unchanged from Jan 25 release.","Pilot bonus accrual refined after Jan 22, 2024 CBA ratification; incremental expense reflects final estimate."],"consensus_eps_estimate":null,"consensus_eps_actual":0.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":26091000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":20929290500.61172,"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":255250,"accession_number":"0000092380-24-000003","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2024-01-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southwest Q4 GAAP loss $0.37/sh but adjusted profit $0.37; record revenue; 2024 margin expansion expected","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP net loss $219M ($0.37/sh); adjusted net income $233M ($0.37/sh); full-year adjusted EPS $1.57.","Record Q4 revenue $6.8B (+10.5% YoY); full-year revenue $26.1B (+9.6% YoY).","Q1 2024 RASM outlook +2.5-4.5% YoY; capacity +~10% Q1, +~6% full year; CASM-X +6-7% full year.","Expects ~$1.5B incremental pre-tax profit in 2024; aims to earn cost of capital and expand operating margin.","Ended 2023 with $11.5B cash; net cash $3.5B; 2024 capex $3.5-4.0B; plans headcount flat to down YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":26091000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":20929290500.61172,"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":272714,"accession_number":"0000092380-23-000055","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2023-12-13T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Southwest narrows Q4 RASM guidance to down 9-10%, raises fuel cost view to $3.00-3.10","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 RASM year-over-year guidance improved to down 9-10% from prior down 9-11%.","Economic fuel cost per gallon raised to $3.00-3.10 from $2.90-3.00 due to higher market prices.","Leisure demand strong with record Thanksgiving revenue; close-in bookings at better end.","Capacity guidance unchanged: Q1 2024 up 10-12%, FY 2024 up 6-8%, FY 2025+ moderated to low-mid single digit ASM growth.","Long-term ROIC goal of well above WACC; CASM-X guidance unchanged including labor accruals."],"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":20929290500.61172,"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":272713,"accession_number":"0000092380-23-000047","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southwest Q3 EPS $0.31 ($0.38 adj), record rev $6.5B; lowers Q1 2024 capacity growth to 10-12%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $193M ($0.31 diluted EPS); ex-special items $240M ($0.38). Record Q3 revenue $6.5B (+4.9% YoY).","Q4 2023 RASM expected down 9-11% YoY; CASM-X down 16-19% YoY (15pts from Dec 2022 disruption).","Full year 2024 capacity growth slowed to 6-8% YoY; Q1 2024 lowered to 10-12% from prior 14-16%.","New Boeing order book extends to 2031: 302 -7, 271 -8 firm orders, 207 options (780 total).","Tentative Flight Attendant agreement reached; $96M special item for ratification bonus."],"consensus_eps_estimate":null,"consensus_eps_actual":1.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":19268000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":20929290500.61172,"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":289551,"accession_number":"0000092380-23-000044","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2023-09-06T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Southwest narrows Q3 RASM guidance to down 5%-7%, raises fuel cost outlook","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["RASM now expected down 5%-7% YoY vs prior down 3%-7% range.","Economic fuel cost per gallon raised to $2.70-$2.80 from $2.55-$2.65.","August leisure bookings on lower end of expectations, but demand and yields remain healthy.","Labor Day weekend produced record revenue performance.","Company still expects record Q3 operating revenues and solid profits for Q3 and FY 2023 ex special items."],"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":20929290500.61172,"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":289550,"accession_number":"0000092380-23-000040","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2023-08-04T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"Southwest Airlines amends revolving credit facility, extends maturity to Aug 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Extended maturity of revolving credit facility from Aug 2025 to Aug 4, 2028.","Released all aircraft and other collateral; eliminated minimum liquidity covenant.","Added Coverage Ratio financial covenant of 1.25:1 (option to reduce to 0.80:1 for two quarters).","Loan commitments unchanged; no amounts outstanding as of Aug 4, 2023.","Revised pricing margins and reduced commitment fees based on Index Debt Rating."],"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":20929290500.61172,"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":289549,"accession_number":"0000092380-23-000036","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Southwest Q2 net income $683M ($1.08 EPS); record revenue $7.0B; sees 3Q RASM down 3-7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $683M, diluted EPS $1.08; adjusted net income $693M, EPS $1.09.","Record quarterly operating revenue $7.0B, up 4.6% YoY; RASM -8.3% YoY driven by breakage normalization.","3Q RASM guidance -3% to -7% YoY; full-year CASM-X now -1% to -2% (prior -2% to -4%).","Q2 economic fuel cost $2.60/gal; 3Q guidance $2.55-$2.65; full-year raised to $2.70-$2.80 from $2.60-$2.70.","2023 ASMs +14-15% YoY; 1Q24 +14-16%; plans 70 -8 deliveries and 26 -700 retirements in 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":0.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":12743000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":20929290500.61172,"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":289548,"accession_number":"0000092380-23-000033","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2023-07-19T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Southwest appoints former U.S. Senator Roy Blunt to board effective July 16, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Roy Blunt, former U.S. Senator and current Chairman of Husch Blackwell Strategies, appointed to Board of Directors.","Annual retainer for non-employee directors is $90,000, prorated for Blunt's July 2023-June 2024 service period.","Board members receive free travel for self and spouse, plus 25 roundtrip passes annually and 25 for charities.","Eligible for equity grants (2023 grant value ~$170,000) and retirement payment ($35k after 5 yrs, $75k after 10 yrs).","Blunt has not yet been assigned to any Board committees; no material interest in related-party transactions."],"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":20929290500.61172,"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":310405,"accession_number":"0000092380-23-000029","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2023-06-01T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Southwest narrows Q2 RASM guidance to -8% to -10%; fuel cost raised to ~$2.55/gal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["RASM year-over-year guidance narrowed to down 8%–10% from down 8%–11%.","Economic fuel cost per gallon raised to ~$2.55 from prior $2.45–$2.55.","Memorial Day weekend travel demand strong; Q2 leisure demand and yields remain strong.","Capacity (ASMs) expected up ~14% YoY; CASM-X up 5%–8% unchanged.","Reaffirms ~70 Boeing 737-8 deliveries and ~14-15% capacity growth for 2023; expects solid Q2 profits."],"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":20929290500.61172,"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":310404,"accession_number":"0000092380-23-000026","cik":92380,"company_name":"SOUTHWEST AIRLINES CO","ticker":"LUV","form_type":"8-K","filed_at":"2023-05-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Southwest Airlines annual meeting results: all directors elected, shareholder proposals fail","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 14 director nominees elected with majority support; broker non-votes of ~96.7M shares.","Advisory vote on executive compensation passed with 390.9M for, 30.5M against.","Advisory vote on frequency: 405.7M votes for one year; company will hold annual say-on-pay.","Ratification of Ernst & Young as 2023 auditor approved: 493.1M for, 22.8M against.","Shareholder proposals to permit director removal without cause and to require ratification of termination pay both defeated."],"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":0.15,"market_cap_usd":20929290500.61172,"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":"2023-05-19T23:59:59+00:00|310404"}