Overview
Sun Country Q2 total operating revenue of $263.6 mln beats analyst expectations, per LSEG data
Adjusted EPS of $0.14 exceeds analyst estimates, reflecting strong performance
Cargo revenue increased 36.8%
Outlook
Sun Country expects Q3 2025 revenue between $250 mln and $260 mln
Company anticipates Q3 2025 operating income margin of 3% to 6%
Sun Country forecasts Q3 2025 economic fuel cost per gallon at $2.61
Company expects scheduled service ASMs to decline by 10% in Q3 2025
Result Drivers
CARGO EXPANSION - Cargo revenue surged 36.8% due to increased aircraft in service and new Amazon contract rates
PASSENGER SERVICE REDUCTION - Scheduled service ASMs fell 6.2% to support cargo segment growth
ROBUST DEMAND - Scheduled service TRASM rose 3.7% and total fare per passenger increased 6.5%
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Operating Revenue | Beat | $263.60 mln | $256 mln (6 Analysts) |
Q2 Adjusted EPS | Beat | $0.14 | $0.12 (9 Analysts) |
Q2 Adjusted Net Income | Beat | $7.80 mln | $6.55 mln (4 Analysts) |
Q2 Net Income | $6.60 mln | ||
Q2 Adjusted Operating Income | Beat | $17.90 mln | $15 mln (6 Analysts) |
Q2 Operating Income | $16.30 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the airlines peer group is "buy"
Wall Street's median 12-month price target for Sun Country Airlines Holdings Inc is $16.00, about 25.1% above its July 30 closing price of $11.99
The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 6 three months ago
Press Release: ID:nGNX27mw4P
(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.)