| LUV |
Report |
Adjusted EPS |
BEAT |
pred ~$0.60 vs. cons $0.55 |
MEDIUM |
| LUV |
Report |
RASM growth |
BEAT |
pred ~18.0% vs. cons 17.5% |
MEDIUM |
| LUV |
Report |
CASM-X growth |
IN-LINE |
pred ~3.6% vs. cons 3.7% |
MEDIUM |
| LUV |
Guide |
3Q26 RASM growth |
BETTER |
guide ~12.5% vs. cons 11.5% (3Q26) |
MEDIUM |
| LUV |
Guide |
3Q26 CASM-X growth |
BETTER |
guide ~3.5% vs. cons 3.8% (3Q26) |
MEDIUM |
| LUV |
Guide |
FY26 adjusted EPS objective |
UNCHANGED |
guide ~$4.00 vs. cons $3.85 (FY26) |
MEDIUM |
| LUV |
Guide |
FY26 capacity growth |
UNCHANGED |
guide ~2.0% vs. cons 2.0% (FY26) |
HIGH |
| LUV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| LUV |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
A revenue-led EPS beat, 3Q26 RASM guide of ~12.5% versus ~11.5% consensus, and maintenance of the ~$4.00 FY26 objective versus ~$3.85 consensus should drive upward out-period estimates rather than leave the beat offset by implicit cuts. |
MEDIUM |