earnings
confidence high
sentiment negative
materiality 0.80
Frontier reports Q4 2025 net income $53M, full-year loss $137M; announces fleet rightsizing with AerCap & Airbus
Frontier Group Holdings, Inc.
2025-FY EPS reported
-$0.60
revenue$3,724,000,000
- Q4 revenue $997M (flat YoY), net income $53M ($0.23 EPS); full-year net loss $137M ($0.60 loss per share).
- Non-binding agreement with AerCap to return 24 A320neo aircraft in Q2 2026; Airbus deferral of 69 A320neo family aircraft to 2031-2033.
- Targeted annual cost savings ~$200M by 2027; long-term capacity growth moderated to ~10% annually.
- Total liquidity $874M (23% of TTM revenue); fleet of 176 aircraft, 85% A320neo family.
- Government shutdown and FAA directive negatively impacted revenue by ~$30M in Q4.