After reaching an important support level, SkyWest (SKYW) could be a good stock pick from a technical perspective. SKYW surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.The 20-day simple moving average is a popular investing tool. Traders like this SMA because it offers a look back at a stock's price over a shorter period and helps smooth out price fluctuations. The 20-day can also show more trend reversal signals than longer-term moving averages.Similar to other SMAs ...

When I last called SkyWest, Inc. (NASDAQ: SKYW ) a strong buy back in February 2025 , shares were trading at $98. The company looked undervalued and under-appreciated. Since then, the stock has risen just over 13 percent to $110.8. AlongWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities ...

Core Insights - SkyWest, Inc. (SKYW) reported second-quarter 2025 results that exceeded expectations, with both earnings and revenues surpassing the Zacks Consensus Estimate and showing year-over-year improvement [1][2]. Financial Performance - Quarterly earnings per share were $2.91, exceeding the Zacks Consensus Estimate by 24.4% and improving 59.9% year over year [2]. - Revenues reached $1.04 billion, beating the Zacks Consensus Estimate by 5.3% and increasing 19.4% year over year [2]. - Revenues from flying agreements, which contributed 96.5% to total revenues, grew 17.8% from the previous year's figure of $987.5 million [3]. - Operating expenses were $865 million, up 16% from the year-ago quarter, attributed to increased flight production [5]. Operational Highlights - The airline carried 13.1% more passengers year over year, with departures increasing by 17.7% [3]. - The passenger load factor decreased by 1.6 points to 82.8% [3]. Strategic Initiatives - SkyWest has a multi-year flying contract with Delta Air Lines (DAL) to purchase and operate 16 new E175 aircraft, which will replace older models [4]. - By the end of 2028, SkyWest anticipates having nearly 300 E175 aircraft in its fleet [5]. - Capital expenditures during the reported quarter totaled $169 million, including the purchase of four CRJ550 aircraft and spare engines [8]. Shareholder Actions - The board approved a $250 million increase in the existing share repurchase plan, with $17.3 million spent to repurchase 195,000 shares at an average price of $88.61 [7]. - As of June 30, 2025, SkyWest had $267 million remaining under its current share repurchase program [7]. Cash and Debt Position - At the end of the second quarter, the company had cash and marketable securities of $727 million, down from $802 million at the end of the previous quarter [6]. - Long-term debt decreased to $2.5 billion from $2.7 billion at the end of the previous quarter [6]. Market Reaction - Despite the strong financial results, SkyWest's shares fell by 1.7% following the earnings release [1].

Table of Contents SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-14719 SKYWEST, INC. Incorporated under the laws of Utah 87-0292166 (I.R.S. Employer ID No.) 444 South River Road St. George, Utah 84790 (435) 63 ...

Core Insights - The article does not provide specific company or industry insights, focusing instead on disclosures and disclaimers related to investment positions and advice [1][2] Group 1 - There are no stock, option, or similar derivative positions held by the analyst in any mentioned companies, nor plans to initiate such positions in the next 72 hours [1] - The article expresses personal opinions of the author and does not reflect the views of Seeking Alpha as a whole [2] - Seeking Alpha's analysts include both professional and individual investors who may not be licensed or certified by any regulatory body [2]

Core Viewpoint - SkyWest (SKYW) reported quarterly earnings of $2.91 per share, exceeding the Zacks Consensus Estimate of $2.34 per share, and showing a significant increase from $1.82 per share a year ago, indicating strong financial performance [1][2] Financial Performance - The company achieved revenues of $1.04 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.29%, compared to $867.12 million in the same quarter last year [2] - Over the last four quarters, SkyWest has consistently surpassed consensus EPS estimates, indicating a strong track record of performance [2][6] Stock Performance - SkyWest shares have increased approximately 13.3% since the beginning of the year, outperforming the S&P 500's gain of 8.1% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting it is expected to outperform the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $2.35 on revenues of $990.38 million, while for the current fiscal year, the estimate is $9.36 on revenues of $3.91 billion [7] - The outlook for the airline industry, where SkyWest operates, is favorable, with the Transportation - Airline sector ranking in the top 39% of Zacks industries, indicating potential for continued performance [8]

Financial Data and Key Metrics Changes - SkyWest reported a net income of $120 million or $2.91 per diluted share for Q2 2025, reflecting higher production and strong demand [5][11] - Total Q2 revenue was $1 billion, up 9% from $948 million in Q1 2025 and up 19% from $867 million in Q2 2024 [11][12] - Contract revenue for Q2 was $842 million, up from $785 million in Q1 and $731 million in Q2 2024 [11] - Cash at the end of Q2 was $727 million, down from $751 million last quarter and $834 million at Q2 2024 [13] - Free cash flow generated in the first half of 2025 was over $200 million, including $68 million in Q2 [15] Business Line Data and Key Metrics Changes - Pro rate and charter revenue was $145 million in Q2, up from $131 million in Q1 and $107 million in Q2 2024 [12] - Leasing and other revenue was $47 million in Q2, up from $32 million in Q1 2025 and $29 million in Q2 2024 [12] - Q2 completed block hours were up 7% compared to Q1 2025, with a projected 14% increase in 2025 compared to 2024 [26] Market Data and Key Metrics Changes - Demand for air travel in small and mid-sized communities remains exceptionally strong, with no replacement for face-to-face connections [5][9] - The company anticipates a 2% increase in block hours for Q3 compared to Q2, with a return to seasonal patterns expected [26] Company Strategy and Development Direction - SkyWest plans to restore or bring new service to underserved communities, redeploy existing fleet, and prepare for future aircraft deliveries [10] - The company has secured agreements for 16 new E175s with Delta, with deliveries expected in 2027 and 2028 [7][19] - A new purchase agreement with Embraer for 60 firm aircraft has been established, enhancing fleet flexibility [22][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position despite macroeconomic uncertainties, emphasizing strong relationships with partners [9][10] - The effective tax rate is expected to be approximately 26% to 27% for the remainder of 2025 [18] - Management remains optimistic about growth opportunities in 2026, focusing on underserved communities and improved aircraft utilization [18][26] Other Important Information - The company has approximately $286 million of cumulative deferred revenue to be recognized in future periods [12] - Maintenance expenses are expected to remain at Q2 levels for the remainder of 2025 due to challenges in the third-party MRO network [27] Q&A Session Summary Question: Discussion on CRJ200 fleet opportunities - Management indicated that the CRJ200 fleet provides flexibility, with priorities to fly those aircraft and add to contracts with major partners [33][35] Question: MRO challenges and maintenance issues - Management acknowledged ongoing challenges with parts and labor but noted improvements are being made [36][37] Question: Tariff implications on aircraft costs - The 10% tariff paid was not on the full aircraft but on certain components, with ongoing monitoring of tariff impacts [43][45] Question: Recovery in the pro rate and small community market - Management reported strong demand in small communities, with supply chain challenges being the primary constraint [55][58] Question: Capital allocation and delivery timing - Management expressed flexibility in capital deployment, with options to buy back stock or invest in fleet [60][74] Question: Reactivation of dual-class aircraft - The reactivation of 25 dual-class aircraft is due to new flying agreements and previously parked aircraft being brought back into service [81][82]

SkyWest (SKYW) Q2 2025 Earnings Call July 24, 2025 04:30 PM ET Speaker0Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today. At this time, I would like to welcome everyone to the SkyWest, Inc. Second Quarter twenty twenty five Results Call. All lines have been placed on mute to prevent any background noise.After the speakers' remarks, there will be a question and answer session. I would now like to turn the call over to Rob Simmons, Chief Financial Officer. ...

Exhibit 99.1 NEWS RELEASE CONTACT: Investor Relations Corporate Communications 435.634.3200 435.634.3553 Investor.relations@skywest.com corporate.communications@skywest.com SkyWest, Inc. Announces Second Quarter 2025 Profit Second Quarter 2025 Summary ● Q2 2025 pre-tax income of $163 million, net income of $120 million, or $2.91 per diluted share ● Q2 2025 block hour production increased by 19% compared to Q2 2024 and 7% compared to Q1 2025 ● As previously announced, SkyWest secured an agreement to purchase ...

Imagine you're on a plane and the pilot comes on the intercom and says he just avoided a collision with a B-52 bomber. That's exactly what happened on a Sky West flight and then the pilot comes on very calmly and explains everything. Sorry about the aggressive maneuver.It caught me by surprise. This is not not normal at all. Long story short, it was not not fun, but I do uh apologize for it and uh and thank you for understanding.Not a not a fun day at work. Well, after that announcement, the entire plane br ...