SkyWest, Inc. (NASDAQ:SKYW) is one of the stocks Jim Cramer commented on. When a caller asked for Cramer’s opinion on the stock, he replied, “I buy United, and I buy FedEx, and you get them both.” Photo by Adam Nowakowski on Unsplash SkyWest, Inc. (NASDAQ:SKYW) runs a regional airline that provides scheduled passenger and freight flights, along with on-demand charter and ground handling services. In addition, the company leases aircraft and spare engines to other parties. It reported its Q4, 2025, resul ...

SkyWest, Inc. (NASDAQ:SKYW) is one of the most undervalued travel stocks to buy according to hedge funds. SkyWest, Inc. (NASDAQ:SKYW) received a rating update from Evercore ISI on January 30, which reiterated a Buy rating on the stock with a price target of $130.00. Is SkyWest, Inc. (SKYW)the Best Airline Stock to Buy Now? The rating update came after SkyWest, Inc. (NASDAQ:SKYW) reported financial and operating results for fiscal Q4 2025 on January 29. Net income for the quarter was $91 million, or $2.21 ...

Shares of SkyWest (SKYW) have gained 0% over the past four weeks to close the last trading session at $101.47, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $128.33 indicates a potential upside of 26.5%.The mean estimate comprises six short-term price targets with a standard deviation of $12.55. While the lowest estimate of $112.00 indicates a 10.4% increase from the current p ...

Shares of SkyWest ( SKYW ) have been range-bound since my previous piece on the company back in October last year. Last week, the company reported its Q4'25 results, and investors seemed unamused by both the resultsI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capi ...

Shares of SkyWest ( SKYW ) have been range-bound since my previous piece on the company back in October last year. Last week, the company reported its Q4'25 results, and investors seemed unamused by both the resultsI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capi ...

Key Takeaways SkyWest posted Q4 EPS of $2.21, missing estimates, while revenue rose 8.5% year over year to $1.02 billion.SKYW saw operating expenses climb 11% year over year, while passenger load factor fell 2.3 points to 79.9%.SKYW extended multi-year flying contracts with United Airlines and Delta Air Lines.SkyWest, Inc. (SKYW) ) reported mixed fourth-quarter 2025 results, wherein earnings missed the Zacks Consensus Estimate while revenues surpassed the same.Quarterly earnings per share of $2.21 missed th ...

同时，为保障务工人员顺利返乡返岗，山航积极开展"春风行动"，重点完善东西部之间的航线网络布 局，新增青岛—成都天府、昆明—南京，以及重庆至郑州、沈阳、泉州、温州等多条航线，高效服务务 工客流双向流动。 山航围绕"骏驰千里，幸福起航"春运服务主题，全面提升旅客出行全流程体验，优化服务流程、完善服 务细节，重点加强对老年人、儿童、残疾人、首乘旅客等特殊旅客的服务保障，严格落实军人依法优先 政策。妥善处理旅客诉求，切实维护旅客合法权益，并组织志愿者在机场航站楼等人流密集区域提供暖 心服务，多渠道发布春运安全提醒和服务信息，引导旅客安全乘机、文明出行。 《中国民航报》、 中国民航网 记者许晓泓 通讯员王亚、李振辉、国蕊、杨柳、王旭昊 报道：2026年春 运于2月2日启动，至3月13日结束，共计40天。为保障旅客平安、便捷、温馨出行，山东航空投入130架 客运飞机运力，新增、加密国内外航线50条，全力满足春运期间旅客返乡、旅游等多样化出行需求。 山航相关负责人介绍，其根据春运旅客特点及客源流向，科学调整运力布局，加强核心航线及潜力市场 开发。春运期间计划投入客运飞机130架，执行航班2.4万余班次，日均约590班，日均 ...

SkyWest (SKYW) came out with quarterly earnings of $2.21 per share, missing the Zacks Consensus Estimate of $2.25 per share. This compares to earnings of $2.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.78%. A quarter ago, it was expected that this regional airline would post earnings of $2.56 per share when it actually produced earnings of $2.81, delivering a surprise of +9.77%.Over the last four quarters, the company ...

SkyWest (NasdaqGS:SKYW) Q4 2025 Earnings call January 29, 2026 04:30 PM ET Company ParticipantsCatherine O’Brien - VPChip Childs - President and CEODuane Pfennigwerth - Senior Managing Director, Equity ResearchEric Woodward - Chief Accounting OfficerJohn Godyn - Managing DirectorMike Linenberg - Senior Managing DirectorRob Simmons - CFOWade Steel - Chief Commercial OfficerConference Call ParticipantsSavanthi Syth - Managing Director and Senior AnalystTom Fitzgerald - VP and Equity Research AnalystOperatorHe ...

Financial Data and Key Metrics Changes - SkyWest reported a net income of $91 million, or $2.21 per diluted share for Q4 2025, and a full-year net income of $428 million, or $10.35 per diluted share, reflecting a 31% increase in pre-tax income for the year [4][10] - Total Q4 revenue was $1 billion, down from $1.1 billion in Q3 2025 but up 8% from $944 million in Q4 2024 [10] - Pre-tax income for 2025 was $566 million, up 31% from 2024, with EBITDA reaching $982 million, an increase of over $100 million from the previous year [12] Business Line Data and Key Metrics Changes - Contract revenue for Q4 was $803 million, down from $844 million in Q3 2025 but up from $786 million in Q4 2024 [10][11] - Prorate and charter revenue was $167 million in Q4, flat with Q3 2025 but up from $126 million in Q4 2024 [11] - Leasing and other revenue increased to $54 million in Q4, up from $39 million in Q3 and $32 million in Q4 2024, driven by maintenance services provided to third parties [11] Market Data and Key Metrics Changes - SkyWest Airlines achieved over 250 days of 100% controllable completion in 2025, with over 2,500 daily scheduled departures [7] - The company experienced a modest impact from the government shutdown, with approximately 2,000 canceled flights and 3,000 block hours lost, resulting in a $7 million negative impact on Q4 results [25] Company Strategy and Development Direction - SkyWest announced extensions on key flying agreements, including 40 E175s with United and 13 E175s with Delta, solidifying partnerships and ensuring ongoing revenue stability [6][20] - The company plans to acquire and finance 29 additional E175s by the end of 2028, with a total of nearly 300 E175s expected in service by that time [16][21] - SkyWest aims to enhance service to underserved communities and capitalize on strong demand for its prorate product [19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth possibilities in 2026, anticipating mid-single-digit percentage growth in block hours and earnings per share in the mid-$11 area [17][18] - The company is focused on improving return on invested capital and maintaining a strong balance sheet while pursuing various growth opportunities [16][70] - Management acknowledged challenges in the third-party MRO network but remains committed to enhancing fleet flexibility and operational execution [26][85] Other Important Information - SkyWest reduced its debt by $1 billion over the past three years, ending Q4 with a debt balance of $2.4 billion [13][16] - The company has $265 million of cumulative deferred revenue to be recognized in future periods [12] Q&A Session Summary Question: Impact of FAA cuts and government shutdown - Management acknowledged a strong cancellation rate relative to the industry due to the government shutdown but emphasized the importance of partnerships in mitigating impacts [29][30] Question: Update on encumbered assets - SkyWest has approximately $1.5 billion of unencumbered equipment, with expectations for this to increase as more E175s are paid off [32][33] Question: Aircraft utilization trends - Positive trends in aircraft utilization were noted, with expectations for continued improvement as schedules are optimized for 2026 [39] Question: E175 renewals and contract terms - The terms of the E175 renewals are consistent with previous agreements, reflecting evolving market conditions [42][47] Question: Maintenance expenses and aircraft readiness - Management indicated that maintenance expenses are consistent with previous levels, with 20 aircraft currently in heavy maintenance and expected to return to service soon [51][52] Question: Revenue model and charter business outlook - Demand for charter services remains strong, but aircraft availability limits the ability to capitalize on this demand in 2026 [77][78] Question: Performance compared to mainline partners - SkyWest consistently ranks as a high performer in completion percentages, emphasizing operational execution across multiple partnerships [81][82]