| LUV |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$0.55 vs. cons $0.52 |
MEDIUM |
| LUV |
Report |
RASM growth (Q2 2026 YoY) |
BEAT |
pred ~18.4% vs. cons 18.0% |
MEDIUM |
| LUV |
Report |
CASM-X growth (Q2 2026 YoY) |
BEAT |
pred ~3.60% vs. cons 3.75% |
MEDIUM |
| LUV |
Guide |
Adjusted EPS |
BETTER |
guide ~$0.85 vs. cons $0.77 (Q3 2026) |
MEDIUM |
| LUV |
Guide |
RASM growth |
LOWER |
guide ~10.5% vs. cons 12.0% (Q3 2026 YoY) |
LOW |
| LUV |
Guide |
CASM-X growth |
LOWER |
guide ~2.6% vs. cons 2.0% (Q3 2026 YoY) |
LOW |
| LUV |
Guide |
Adjusted EPS |
UNCHANGED |
guide ~$3.25 vs. cons $3.23 (FY2026) |
MEDIUM |
| LUV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| LUV |
Return |
5-day cumulative residual |
-0.8% (FADE) |
Q2 beats and Q3 EPS guide of ~$0.85 vs. $0.77 consensus support the initial move, but Q3 RASM of ~10.5% vs. 12.0% and CASM-X of ~2.6% vs. 2.0% weaken out-period margin math; an FY2026 reset to ~$3.25 vs. $3.23 consensus also effectively retires the prior $4.00 objective, limiting estimate revisions and producing a fade. |
MEDIUM |