With fully integrated low-cost carrier content from more than 150 airlines, SabreMosaic Travel Marketplace enables agencies to work more efficiently — searching, comparing, and booking low-cost options in one place through familiar workflows in Sabre Red 360, Sabre Red Launchpad, and API channels — ultimately driving smarter retailing and greater revenue opportunities for airlines. SABR-F Accessibility StatementSkip Navigation MEXICO CITY and SOUTHLAKE, Texas, Oct. 29, 2025 /PRNewswire/ -- Volaris (NYSE: V ...

Volaris (NYSE:VLRS) Q3 2025 Earnings Call October 28, 2025 11:00 AM ET Company ParticipantsJens Spiess - VPFilipe Nielsen - Assistant VP of Equity ResearchAlberto Valerio - Executive DirectorShannon Doherty - Equity Research AssociateLiliana Juárez - Investor Relations ManagerTom Fitzgerald - VP of Airlines and Air-related IndustriesEnrique Beltranena - CEORogerio Araujo - DirectorHolger Blankenstein - EVPJaime Pous - CFOConference Call ParticipantsDuane Pfennigwerth - Equity Analyst Global Airlines and Lod ...

Volaris (NYSE:VLRS) Q3 2025 Earnings Call October 28, 2025 11:00 AM ET Company ParticipantsJens Spiess - VPFilipe Nielsen - Assistant VP of Equity ResearchAlberto Valerio - Executive DirectorShannon Doherty - Equity Research AssociateLiliana Juárez - Investor Relations ManagerTom Fitzgerald - VP of Airlines and Air-related IndustriesEnrique Beltranena - CEORogerio Araujo - DirectorHolger Blankenstein - EVPJaime Pous - CFOConference Call ParticipantsDuane Pfennigwerth - Equity Analyst Global Airlines and Lod ...

Financial Data and Key Metrics Changes - Total operating revenues for Q3 2025 were $784 million, a 4% decrease year-over-year [23] - EBITDA reached $264 million with a margin of 33.6%, aligned with guidance [25] - Net profit was $6 million, translating to earnings per ADS of $0.05 [25] - CASM was $0.079, virtually flat compared to Q3 2024, while CASM ex-fuel was $0.0548, up 2% [23][25] - The net debt to EBITDA ratio stood at 3.1 times, with a total liquidity position of $794 million [26][27] Business Line Data and Key Metrics Changes - Domestic load factor reached 89.8%, consistent with last year's levels, while international load factor was at 77% [12][14] - Average ancillary revenue per passenger for Q3 was $56, consistently above $50 for eight consecutive quarters [14] - TRASM for Q3 was $0.0865, down 7.7% year-over-year but improved from previous quarters [15] Market Data and Key Metrics Changes - Stable domestic demand was observed, with a rational supply environment supporting healthier yields [4] - Cross-border demand showed a steady recovery, with booking trends improving month-over-month [4][14] - The company noted an inflection point in the US-Mexico transborder market, with sales above last year's levels since mid-August [38] Company Strategy and Development Direction - The company is focused on maintaining cost efficiency while adapting to market conditions, with a capacity growth outlook of approximately 7% for 2025 [5][22] - Volaris aims to enhance its ultra-low-cost carrier model by expanding ancillary products and optimizing distribution channels [10][19] - The company is committed to controlling growth with discipline, aligning capacity with market demand [6][34] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery in demand, particularly in the cross-border market, and expects solid booking trends for the holiday season [12][14] - The company anticipates a healthier yield environment due to supply rationalization in the domestic market [22] - Management emphasized the importance of flexibility in fleet planning to respond to demand trends and market conditions [5][30] Other Important Information - The company has a favorable fleet plan with an order book of 122 aircraft, primarily A320neo to A321neo models [30] - Volaris is enhancing customer service through technology, with 79% of customer interactions now handled digitally [21] - The company launched its in-house loyalty program, Altitude, which has seen strong early response [17] Q&A Session Summary Question: Can you elaborate on the stronger-than-normal seasonality in international markets and the inflection point in the US-Mexico transborder market? - Management noted that since mid-August, sales in the US-Mexico transborder market have been above last year's levels, indicating improved demand and capacity management [38] Question: What are the expected lease returns next year and how do they compare to this year? - The company is budgeting for 17 re-deliveries next year compared to 7 this year, emphasizing the importance of managing capacity in line with consumer demand [40] Question: How should we think about the potential RASM uplift from new initiatives? - Management expects a positive year-over-year impact on RASM from new products starting in 2026, with specific targets to be communicated in future guidance [42][44] Question: What is the expected number of grounded aircraft throughout 2026? - The average number of grounded aircraft is expected to improve to around 32-33 next year, with a goal of no material impacts by the end of 2027 [52][61] Question: How does the company view competition in 2026? - Management anticipates that competition will remain rational, supporting a healthier fare environment, with low to mid single-digit growth budgeted for the domestic market [66]

Disclaimer This presentation was prepared by Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (d/b/a Volaris, the "Company") with the purpose of providing interested parties certain financial and other information about the Company. This presentation is solely for discussion purposes and highlights basic information about the Company. Because it is a summary, it does not contain all the information that you should consider before investing in the securities of the Company. This presentation should be ...

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Core Insights - Controladora Vuela (VLRS) reported $784 million in revenue for Q3 2025, a year-over-year decline of 3.6% and an EPS of $0.05 compared to $0.32 a year ago, indicating a significant drop in profitability [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $785.01 million, resulting in a surprise of -0.13%, while the EPS exceeded expectations with a surprise of +266.67% against a consensus estimate of -$0.03 [1] Financial Performance Metrics - Available Seat Miles (ASMs) totaled $9.07 billion, slightly below the estimated $9.12 billion [4] - Cost per Available Seat Mile (CASM) excluding fuel was reported at 5.48 cents, marginally better than the estimated 5.51 cents [4] - Fuel gallons accrued were 83.88 million, lower than the estimated 86.79 million [4] - Revenue Passenger Miles (RPMs) totaled $7.65 billion, below the estimated $7.79 billion [4] - Operating expenses per ASM (CASM) were reported at 7.90 cents, better than the average estimate of 8.08 cents [4] - Load factor was reported at 84.4%, below the estimated 85.5% [4] - Passenger revenues from fares were $342 million, compared to the estimated $347.8 million, reflecting a year-over-year decline of 15.1% [4] Stock Performance - Controladora Vuela's shares returned +1.8% over the past month, while the Zacks S&P 500 composite increased by +2.5% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Core Insights - Controladora Vuela (VLRS) reported quarterly earnings of $0.05 per share, exceeding the Zacks Consensus Estimate of a loss of $0.03 per share, representing an earnings surprise of +266.67% [1] - The company posted revenues of $784 million for the quarter ended September 2025, which was slightly below the Zacks Consensus Estimate by 0.13% and down from $813 million a year ago [2] - Controladora Vuela has surpassed consensus EPS estimates three times over the last four quarters, but has only topped revenue estimates once in the same period [2] Financial Performance - The earnings report indicates a significant improvement from a loss of $0.32 per share a year ago [1] - The company has experienced a stock price decline of approximately 7.9% since the beginning of the year, contrasting with the S&P 500's gain of 15.5% [3] - Current consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $855.54 million, while the estimate for the current fiscal year is -$0.83 on revenues of $3.01 billion [7] Market Outlook - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call [3] - The Zacks Rank for Controladora Vuela is currently 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] - The Transportation - Airline industry, to which Controladora Vuela belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, which may impact stock performance [8]

MEXICO CITY, Oct. 27, 2025 (GLOBE NEWSWIRE) -- Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (NYSE: VLRS and BMV: VOLAR) (“Volaris” or “the Company”), the ultra-low-cost carrier (ULCC) serving Mexico, the United States, Central and South America, today reports its unaudited financial results for the third quarter 20251. Enrique Beltranena, President & Chief Executive Officer, said: “This quarter once again demonstrated that Volaris’ agility and discipline set us apart. We acted decisively, fine-tu ...

Volaris faces industry challenges but remains a significant competitor in the aviation sector.Despite a 4.5% decrease in revenue and an 8.3% rise in operating expenses, Deutsche Bank sees a potential upside of 56.9% for the stock.The airline's young, fuel-efficient fleet and strategic initiatives position it well for future growth, maintaining a "Strong Buy" rating despite current hurdles.Controladora Vuela Compañía de Aviación, S.A.B. de C.V.  known as Volaris (VLRS), is a key player in the aviation sector ...