earnings
confidence high
sentiment positive
materiality 0.65
Allegiant raises Q1 2026 adjusted EPS forecast to $3.25-$3.75 on record revenue outlook
Allegiant Travel CO
- Q1 revenue expected to be a record despite system capacity down ~5.5% YoY.
- Fuel cost per gallon guidance raised to $3.00 from $2.60 due to geopolitical factors.
- Adjusted operating margin guided at 13.5%-14.5% (previously 12.0%-15.0%).
- Adjusted EPS raised to $3.25-$3.75 from $2.50-$3.50; strong revenue more than offsets fuel.
- Full-year outlook not updated given recent fuel volatility; Sun Country acquisition excluded.