Overview

• Allegiant Q3 2025 adjusted EPS of $2.09 misses analyst expectations

• Company Q3 revenue flat at $561.9 mln, missing analyst expectations

• Allegiant maintains 99.9% completion factor, records 4.6 mln passengers in Q3

Outlook

• Allegiant raises full-year airline-only EPS guidance to over $4.35

• Company expects double-digit Q4 operating margin

• Allegiant anticipates full-year ASM growth of ~12.5%

Result Drivers

• OPERATIONAL PERFORMANCE - Allegiant maintained a 99.9% completion factor and transported a record 4.6 mln passengers in Q3

• COST DISCIPLINE - CASM excluding fuel decreased by 4.7% over the prior year, highlighting cost control efforts

• SEASONAL WEAKNESS - Q3 is the seasonally weakest quarter, leading to a moderate operating loss at the favorable end of guidance

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 9 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the airlines peer group is "buy."

• Wall Street's median 12-month price target for Allegiant Travel Co is $65.00, about 4.7% above its November 3 closing price of $61.93

• The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nPn3xLb8pa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)