Q2 FY2026 EarningsQ2 FY26 results missed consensus across bottom-line metrics, primarily due to an 85% YoY surge in fuel prices. Revenue of $4.07B slightly beat the $4.09B consensus (down ~0.5%), while GAAP EPS of -$0.68 beat the mean expectation of -$0.96 due to lower-than-expected special integration costs. However, operating cash flow and EBIT were significantly impacted by fuel volatility, and the debt-to-capitalization ratio rose to 65% following $1.1B in new financing for the Hawaiian Airlines integration.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Alaska Air(ALK) the Revenue is 4.065 B (+9.75%), Miss estimate;the EBIT is -126 M (-137.7%), Miss estimate;the EPS is -0.68 (-147.9%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
4.07B9.75%
4.09B10.37%
-0.02B0.62%
EBITMiss expectations
-0.13B137.72%
-0.11B132.18%
-0.02B5.54%
EPSExceed expectations
-0.68147.89%
-0.9567167.37%
+0.276719.48%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf