Sabre (SABR) Reports Q4 Loss, Beats Revenue Estimates

Core Insights - Sabre (SABR) reported a quarterly loss of $0.01 per share, better than the Zacks Consensus Estimate of a loss of $0.07, representing an earnings surprise of +84.62% [1] - The company posted revenues of $666.53 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.02%, but down from $714.72 million year-over-year [2] - Sabre shares have declined approximately 31% since the beginning of the year, contrasting with the S&P 500's zero return [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.03 on revenues of $742.1 million, and for the current fiscal year, it is $0.12 on revenues of $2.86 billion [7] - The estimate revisions trend for Sabre was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Software and Services industry, to which Sabre belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment [5]