secwatch.observer — SEC 8-K summary ====================================== Issuer: SKYWEST INC (SKYW) CIK: 0000793733 Form: 8-K Filed at: 2026-01-29T23:59:59+00:00 Accession: 0001104659-26-007962 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 SkyWest Q4 EPS $2.21; FY 2025 net income $428M up 33%; extends United, Delta contracts -------------------------------------------------------------------------------- - 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). Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/793733/000110465926007962/0001104659-26-007962-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/793733/000110465926007962/skyw-20260129x8k.htm HTML page: https://secwatch.observer/filing/0001104659-26-007962 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer