Sabre Corp Q4 revenue beats expectations, helped by distribution unit

Reuters
Yesterday
Sabre Corp Q4 revenue beats expectations, helped by distribution unit

Overview

  • Travel technology firm's Q4 revenue rose 3% yr/yr, beating analyst expectations

  • Adjusted EPS for Q4 beat analyst expectations

  • Company repaid over $1 bln of debt, improving maturity profile

Outlook

  • Sabre expects acceleration in year-on-year volume and revenue growth in 2026

  • Company anticipates additional revenue growth from AI innovations

Result Drivers

  • DISTRIBUTION REVENUE - Increased by 5% due to higher transaction-based revenue and favorable travel supplier mix

  • IT SOLUTIONS REVENUE - Declined by 4% due to non-recurring revenue from prior year

  • OPERATING INCOME - Decreased due to restructuring charges and increased incentive expenses

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Beat

$667 mln

$650.60 mln (2 Analysts)

Q4 Adjusted EPS

Beat

-$0.01

-$0.07 (3 Analysts)

Q4 Net Income

-$103 mln

Q4 Adjusted EBITDA

Miss

$110 mln

$114.72 mln (2 Analysts)

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

  • Wall Street's median 12-month price target for Sabre Corp is $2.25, about 139.8% above its February 17 closing price of $0.94

  • The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 10 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)

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