Join our daily newsletter At The Bell to receive exclusive market insightsASX today – We’re heading into Thursday morning on the upswing in Australia, mainly thanks to Wall Street continuing its advance. Next, things turn to the biggest reporting day of the February earnings season Down Under.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.There’s a chance New York’s tech rally (Nasdaq +1.3%) falters som ...

Basically, the skew is equivalent to formations in soccer. For the March 20 expiration date, traders are prioritizing downside risk management, with both call and put IV swinging upward at the left boundaries (toward lower strikes). To extend the sports analogy, this setup would be the equivalent of a 5-4-1 formation, with an extra defender positioned in the backfield to protect a late lead.Offensively, though, the 5-4-1 lacks forward pressure, which in the case of DAL stock could mean that call options are ...

Market Analysis by covering: Southwest Airlines Company, Crude Oil WTI Futures, Delta Air Lines Inc, United Airlines Holdings Inc. Read 's Market Analysis on Investing.com ...

Key Takeaways SkyWest had deferred revenues of $264.60 million under its flying contracts as of Dec. 31, 2025.In a bid to modernize its fleet, SKYW has fleet-related deals with airline heavyweights like UAL, DAL and ALK.A strong balance sheet enables the company to reward shareholders with share repurchases.SkyWest, Inc. (SKYW)  looks cheap from a valuation standpoint. Considering the trailing 12-month price-to-book (P/B)ratio, SkyWest is trading at a discount compared to the industry.The stock has a traili ...

Volaris (NYSE:VLRS) Q4 2025 Earnings call February 25, 2026 10:00 AM ET Company ParticipantsEnrique Beltranena - Founder and CEOHolger Blankenstein - Executive Vice PresidentJaime Pous - CFOLiliana Juárez - Investor Relations ManagerRicardo Alves - Director and Tech Project ManagerConference Call ParticipantsNone - AnalystNone - AnalystOperatorGood morning, everyone. Thank you for joining Volaris' fourth quarter and full year 2025 financial results conference call. All lines are currently in a listen-only m ...

Volaris (NYSE:VLRS) Q4 2025 Earnings call February 25, 2026 10:00 AM ET Company ParticipantsEnrique Beltranena - Founder and CEOHolger Blankenstein - Executive Vice PresidentJaime Pous - CFOLiliana Juárez - Investor Relations ManagerConference Call ParticipantsNone - AnalystNone - AnalystNone - AnalystOperatorGood morning, everyone. Thank you for joining Volaris' Q4 and full year 2025 financial results conference call. All lines are currently in a listen-only mode. After the company's remarks, we'll open th ...

Financial Data and Key Metrics Changes - In Q4 2025, total operating revenues reached $882 million, a 5.6% increase compared to the same quarter in 2024, driven by a recovery in cross-border travel and diversification of revenues [20][21] - The full-year total operating revenues for 2025 were $3 billion, reflecting a 3% decrease from 2024 [24] - EBITDA for Q4 was $328 million with a margin of 37.2%, while full-year EBITDA totaled $988 million, a 13% decrease with an EBITDA margin of 32.5% [24][25] - CASM (Cost per Available Seat Mile) was $0.0829, a 3.2% increase, while CASM ex-fuel was $0.0576, up 1.4% year-over-year [22] Business Line Data and Key Metrics Changes - Ancillary revenues comprised 56% of total operating revenues, indicating a strong performance in this area [4] - The international load factor reached 79% in Q4, up from 77.5% in the first nine months of the year, while the domestic load factor was 89.8% [5][12] Market Data and Key Metrics Changes - The cross-border market showed stable recovery, with improved travel sentiment and positive results from capacity deployment [5][12] - The company plans to allocate most of its incremental capacity to international markets, which now represent approximately 42% of total capacity [19] Company Strategy and Development Direction - The company aims to stimulate demand through its low-fare model, focusing on profitable growth and capital efficiency [6] - A proposed airline group with Viva is expected to enhance access to low-fare travel in domestic and cross-border markets while preserving brand identity [9][10] - The company anticipates a 7% ASM (Available Seat Mile) growth for 2026, with a focus on disciplined capacity deployment [6][31] Management's Comments on Operating Environment and Future Outlook - Management noted that the Mexican economy is showing signs of improvement, with better-than-expected inflation and recovery in consumption trends [6] - The company expects to see a reduction in grounded aircraft and improved fleet productivity as it moves into 2026 [30] Other Important Information - The company ended Q4 with a liquidity position of $774 million, representing 25.5% of the last twelve months' total operating revenues [26] - The average age of the fleet is 6.6 years, with 66% being fuel-efficient newer models [27] Q&A Session Summary Question: What were the key drivers behind the reported tax rate of 89% in the quarter? - The tax rate reflects the application of the actual tax rate for the year, with an effective tax rate of 11.8% for the full year [42][43] Question: How should the 7% capacity growth for 2026 be viewed in terms of domestic versus international mix? - The capacity growth will be skewed towards international markets, with domestic growth expected to be in the low to mid-single digits [45][46] Question: What does the flat fleet count through 2030 mean for multi-year capacity growth and potential CapEx? - The company expects to grow capacity by 7% over the next five years, with growth coming from unproductive fleet being put into service [49][50]

Mexico City, Mexico and London, United Kingdom--(Newsfile Corp. - February 25, 2026) - Reinventing dining on an aircraft begins with rethinking what food represents. In Mexico, it is never just a meal, it is how people gather, connect and share stories. Drawing on this understanding, Aeroméxico has reimagined its business class dining experience as an expression of modern Mexico in the air, transforming how food is served, shared and experienced onboard.Aeroméxico has brought this spirit to the sky through ...

4Q'25 Results February 2026 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. ...

Core Insights - Azul S.A. has successfully emerged from Chapter 11 bankruptcy, significantly strengthening its balance sheet and positioning itself for long-term stability and growth [1] Financial Restructuring Achievements - Received US$850 million in new equity investments and reduced debt and lease obligations by approximately US$2.5 billion [1] - Achieved pro-forma net leverage of less than 2.5x at emergence, with fleet debt reduced by 36% and aircraft leasing costs lowered by about one-third [1] - Reduced annual interest paid on loans and financing by over 50% [1] - Raised US$1.375 billion in new exit notes and secured an additional US$100 million equity investment commitment from American Airlines, pending antitrust approval [1] Operational Performance - Maintained operations with approximately 800 flights per day and achieved an on-time performance rate of 85.1% [1] - Operated a fleet of around 175 aircraft, serving over 130 cities across 250 routes, and ranked as the 4th most on-time airline globally [1] - Served 32 million customers in 2025, marking the largest customer base in Azul's history [1] Strategic Positioning - The restructuring process was supported by key financial stakeholders, including existing bondholders and major lessors like AerCap [1] - The company boasts strong brand recognition, strategic international partnerships, and a modern fleet with approximately 80% next-generation aircraft [1] - Azul's diversified business model includes Azul Cargo, Azul Viagens, and the Azul Fidelidade loyalty program, enhancing its competitive advantages [1] Future Outlook - Azul is focused on disciplined and sustainable growth, operational excellence, and delivering long-term value to customers and partners [1]