If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.As major parts of the US have been plagued by winter storms, many airline flights have been cancelled. On Sunday, the peak was reached, marking the highest number of cancellations since the pandemic. In this report, I haveDhierin-Perkash Bechai is ...

Southwest Airlines is projecting a fourfold profit surge this year as its transition to assigned seats and other premium offerings takes effect. https://t.co/ZmnXL9Tpsy ...

The airline gave guidance for adjusted earnings per share this year to increase to $4 a share for 2026. That is up from 93 cents a share last year. ...

Southwest reported results that topped analyst estimates, signaling the fruits of a turnaround after a challenging year as the US carrier works to cut costs and boost profit https://t.co/cYaiu1sOfT ...

Ranked #1 in The Wall Street Journal Best U.S. Airlines of 2025 2026 guidance and strong Q1 bookings reflect sweeping transformation undertaken in 2025 DALLAS, Jan. 28, 2026 /PRNewswire/ -- Southwest Airlines (NYSE: LUV) today reported its fourth quarter and full year 2025 financial results, and provided 2026 adjusted EPS guidance of at least $4.00, which represents the lower end of internal forecasts. Fourth quarter performance benefited from revenue initiatives and continued cost control, contributing to ...

Core Insights - Southwest Airlines forecasts a significant increase in 2026 profits, surpassing analysts' expectations due to a revamped business model that includes new revenue streams such as bag and seat assignments [1][4]. Financial Performance - The airline anticipates adjusted earnings of at least $4 per share for the year, exceeding the $3.19 expected by analysts, with a capacity growth of 2% to 3% compared to 2025 [2]. - For the first quarter, Southwest expects revenue per seat mile to increase by 9.5%, higher than the 8.5% forecasted by analysts, and projects adjusted earnings of 45 cents, above the 33 cents anticipated by Wall Street [2]. Business Model Changes - Over the past two years, Southwest has made significant changes to its business model, including the end of its open boarding policy and the introduction of assigned seating, which includes additional charges for certain seat selections [3]. - The airline also began charging customers for checked bags for the first time, aligning its practices more closely with industry competitors amid pressure to enhance profitability [4]. Recent Earnings Report - In the fourth quarter, Southwest reported adjusted earnings per share of 58 cents, matching expectations, while revenue was $7.44 billion, slightly below the $7.51 billion expected [6].

Core Viewpoint - The company is currently not in a position of strength to manage the reputational damage, which may negatively impact customer preference for the airline in the short term [1] Company Impact - The reputational hit may further weaken customer preference for the airline, indicating potential challenges in maintaining market share and customer loyalty [1]

By Padraic Halpin and Tim Hepher DUBLIN, Jan 28 (Reuters) - A proposal by U.S. President Donald Trump to cap credit-card interest rates, if implemented, could have a big impact on the profitable loyalty programmes of ​the country's airlines, industry advisers said on Wednesday. Loyalty programmes have become a cash generator for carriers through the ‌sale of miles to third-party partners, mostly credit-card-issuing banks that award the miles to their own customers. The more customers spend, the more m ...

We're here in Honolulu to witness the end of an era in aviation. Southwest Airlines is getting rid of the boarding system that it's had for more than 50 years. And we're going to fly on the last flight before passengers have assigned seats.It's been long overdue. Honestly, I just feel like assigned seating causes issues and takes longer. The open seating has been one of the stalwarts of Southwest, so it's going to be hard to give that up.Southwest Airlines is about to fly its last ever flight without assign ...

We're here in Honolulu to witness the end of an era in aviation. Southwest Airlines is getting rid of the boarding system that it's had for more than 50 years. And we're going to fly on the last flight before passengers have assigned seats.It's been long overdue. Honestly, I just feel like assigned seating causes issues and takes longer. The open seating has been one of the stalwarts of Southwest, so it's going to be hard to give that up.Southwest Airlines is about to fly its last ever flight without assign ...