earnings
confidence high
sentiment positive
materiality 0.80
SkyWest Q4 EPS $2.21; FY 2025 net income $428M up 33%; extends United, Delta contracts
SKYWEST INC
2025-FY EPS reported
$10.35
revenue$4,058,202,000
- Q4 2025 net income $91M ($2.21 diluted EPS) vs $97M ($2.34) in Q4 2024; FY net income $428M ($10.35) up 33% from $323M ($7.77).
- Revenue $1.0B, up 8% YoY; block hours up 5%; operating expenses $890M, up 11% on higher production and CRJ maintenance.
- Delivered 5 new E175 aircraft in Q4; secured multi-year contract extensions with United (40 E175s) and Delta (13 E175s) in January 2026.
- Cash and marketable securities $707M; total debt $2.4B (down $300M); repurchased 268k shares for $27M at avg $100.43.
- FAA-mandated flight cancellations (Oct/Nov 2025) reduced Q4 pre-tax income by $7M ($0.13 per share).