{"schema_version":"secwatch.filing_event.v1","accession":"0000766421-23-000042","form_type":"8-K","ticker":"ALK","cik":"0000766421","company_name":"ALASKA AIR GROUP, INC.","filed_at":"2023-10-19T23:59:59+00:00","discovered_at":"2026-05-14T18:03:31.973576+00:00","generated_at":"2026-06-09T21:20:07.636497+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Alaska Air Q3 GAAP EPS $1.08, adjusted EPS $1.83; revenue $2.8B; all-Boeing transition","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000766421-23-000042","json":"https://secwatch.observer/filing/0000766421-23-000042.json","markdown":"https://secwatch.observer/filing/0000766421-23-000042.md","text":"https://secwatch.observer/filing/0000766421-23-000042.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/766421/000076642123000042/0000766421-23-000042-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/766421/000076642123000042/alk-20231019.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T21:20:07.636497+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7d9cda386a57b90a5e1c107f63bb3ac7aa58b876","claim":"ALASKA AIR GROUP, INC. reported the third quarter ending September 30, 2023 results: revenue $2.8 billion, net income $139 million, EPS $1.08 per share.","evidence_excerpt":"mark-to-market fuel hedge accounting adjustments, of $237 million, or $1.83 per share, compared to $325 million, or $2.53 per share, for the third quarter of 2022. • Recorded $2.8 billion in operating revenue. • Reduced CASM excluding fuel and special items by 5% compared to the third quarter of 2022. • Repurchased 248,988 shares of common stock for approximately","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/766421/000076642123000042/0000766421-23-000042-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter ending September 30, 2023"},{"label":"Revenue","value":"$2.8 billion"},{"label":"Net income","value":"$139 million"},{"label":"EPS","value":"$1.08 per share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}