earnings
confidence high
sentiment positive
materiality 0.85
Southwest Q4 2025 net income $323M; FY25 adjusted EPS $0.93; guides 2026 adj EPS >=$4.00
SOUTHWEST AIRLINES CO
2025-FY EPS
reported $0.79
vs consensus $0.58
▲ beat
(+35.3%)
- 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.