earnings
confidence high
sentiment negative
materiality 0.70
Frontier maintains Q1 2026 adjusted EPS loss of $0.32-$0.44; revenue beat offsets fuel spike, storm
Frontier Group Holdings, Inc.
- Adjusted diluted EPS loss of $0.32-$0.44 reaffirmed; revenue significantly above expectations offset by ~$0.50/gal fuel spike and Winter Storm Iona disruptions.
- RASM growth now expected mid-teens % YoY vs previously >10%; strong demand and moderating competitive capacity cited.
- Jet fuel price expectation raised to ~$3.00/gal from $2.50/gal, adding ~$45-50M incremental expense in Q1 2026.
- End-of-March 2026 liquidity expected >$900M, up from $874M at Dec 2025.
- Full-year 2026 guidance under review; update to be provided with Q1 2026 earnings release.