Azul Swings to Profit for First Nine Months of 2025 on Strong Revenue Growth and FX Gains

Claim 50% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potentialAn announcement from Azul SA ( (AZULD) ) is now available. In a Form 6-K filed on January 28, 2026, Azul S.A. presented its operating and financial review for the nine‑month period ended September 30, 2025, showing a 15% year‑on‑year increase in total revenues to R$16.1 billion, driven by higher passenger and ancillary revenues. Operating expenses rose 19.2% over the same period, notably in airport taxes, depreciation and other operating costs, which led to a 6.6% decline in operating profit to R$2.1 billion, but the airline nonetheless swung from a net loss of R$4.7 billion in the prior‑year period to a net profit of R$1.8 billion, largely supported by a sharply improved financial result, including favorable foreign‑exchange and derivative impacts; this turnaround underscores a significant strengthening of Azul’s earnings profile and balance‑sheet dynamics, with implications for creditors and equity investors monitoring the recovery of Brazil’s airline sector. The most recent analyst rating on (AZULD) stock is a Hold with a $0.06 price target. To see the full list of analyst forecasts on Azul SA stock, see the AZULD Stock Forecast page. Spark’s Take on AZULD Stock According to Spark, TipRanks’ AI Analyst, AZULD is a Underperform. The score is pressured primarily by weak financial performance—persistent losses alongside very high leverage and negative equity—followed by poor technicals showing a pronounced downtrend. Valuation provides limited offset because the negative P/E reflects loss-making performance and there is no dividend yield data. To see Spark’s full report on AZULD stock, click here. More about Azul SA Azul S.A. is a Brazilian airline operating in the commercial aviation sector, providing passenger transportation and related air services across Brazil and selected international routes. The company focuses on a network strategy centered on underserved domestic markets, leveraging a diversified fleet and a hub-and-spoke model to capture growing demand in Brazil’s aviation market. Average Trading Volume: 438,313 Technical Sentiment Signal: Strong Sell Current Market Cap: $1.43B For an in-depth examination of AZULD stock, go to TipRanks’ Overview page.