other material
confidence high
sentiment neutral
materiality 0.65
Allegiant Q4 airline margin 13.2%; MAX fleet 9 delivered; Sunseeker sale on track for summer
Allegiant Travel CO
- 17M passengers in 2024; 99.7% controllable completion; WSJ ranked #4 among US airlines.
- Airline-only Adjusted Op Margin 7.7% for full year, improving to 13.2% in Q4 (up ~8 ppts YoY).
- Ancillary revenue hit $75.83/pax in Q4; first 9 MAX aircraft delivered with 25% higher earnings potential.
- Total debt reduced ~$200M (8%); liquidity $1.1B; Sunseeker sale process on track for summer 2025.
- Capacity growth tempered due to tariffs and weak consumer confidence; schedules being pruned.