Southwest Airlines Co. (LUV)

Southwest Airlines Co. (LUV) Q3 2025 Earnings Call Transcript

Southwest Airlines Co. (NYSE:LUV ) Q3 2025 Earnings Call October 23, 2025 10:00 AM EDT Company Participants Lauren Yett - Advisor of Investor Relations Robert Jordan - President, CEO & Vice Chairman of the Board Andrew Watterson - Chief Operating Officer Tom Doxey - Executive VP & CFO Lauren Woods - Senior VP of Technology & Chief Information Officer Julia Landrum - Vice President of Investor Relations Whitney Eichinger - Senior VP & Chief Communications Officer Conference Call Participants Conor Cunningham - Melius Research LLC Michael Linenberg - Deutsche Bank AG, Research Division Savanthi Syth - Raymond James & Associates, …

Southwest Airlines Q3 Earnings Beat, Revenues Lag Estimates

LUV posts mixed Q3 results with earnings topping estimates but revenues missing the mark. LUV expects fourth-quarter 2025 unit revenues to be up 1-3% year over year.

Southwest Airlines stock drops despite Q3 earnings surprise, outlook clouded by government shutdown

Southwest Airlines Co (NYSE:LUV) shares slipped more than 7% on Thursday as the air carrier posted better than expected third quarter 2025 financial results but cautioned that the US government shutdown could weigh on sales in Q4. The company reported adjusted earnings per share for the period of $0.11, handily beating the analyst consensus estimate of a loss of $0.03, according to LSEG.

MOH Falls 20%, AAL Soars & LUV Slides on Earnings

Molina Healthcare's (MOH) earnings showed medical cost headwinds and yet another guidance cut — leading to a 20% sell-off in the healthcare giant. Diane King Hall offers more insight into the longstanding struggles it faced and why it continues to plague Molina's outlook.

Watch These 4 Transportation Stocks for Q3 Earnings: Beat or Miss?

Investors interested in the Transportation sector can watch out for third-quarter 2025 earnings reports of LUV, UNP, AAL and NSC.

Gear Up for Southwest (LUV) Q3 Earnings: Wall Street Estimates for Key Metrics

Besides Wall Street's top-and-bottom-line estimates for Southwest (LUV), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.

Southwest Airlines reveals redesigned cabin, new seats in shift to 'elevated' flying experience

Southwest Airlines is shaking up its no-frills model with a new aircraft design that promises a more “elevated" flying experience.

Earnings Preview: Southwest Airlines (LUV) Q3 Earnings Expected to Decline

Southwest (LUV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The Consumer Is Cracking. These 2 Airline Stocks Can Handle It, BofA Says.

Here's Why Southwest Airlines (LUV) is a Strong Value Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

3 Travel Stocks to Watch Heading Into the Holidays

The calendar just turned to fall, but for investors, it's time to think about the holiday travel season and what it could mean for travel stocks. A recent report by TravelAge West suggests that travel and entertainment spending will increase by 1%, bucking a broader trend to lower spending in other areas, such as gifts.

FALL FOR SAVINGS: SOUTHWEST AIRLINES' WEEK OF WOW TRAVEL DEALS IS HERE WITH ONE-WAY FARES AS LOW AS $39

Book a fall or winter adventure for less and earn more Rapid Rewards® points for future travel DALLAS , Sept. 29, 2025 /PRNewswire/ -- Southwest Airlines Co.'s (NYSE: LUV) Week of WOW is back!

Southwest Airlines eyes long-haul flights, luxe lounges in strategic overhaul

Southwest Airlines Bob Jordan said on Thursday the company is looking at long-haul international flights and premium airport lounges as part of its turnaround strategy.

Southwest Airlines Co. (LUV) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript

Southwest Airlines Co. (NYSE:LUV ) Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 12:15 PM EDT Company Participants Robert Jordan - President, CEO & Vice Chairman of the Board Conference Call Participants Unknown Attendee Presentation Unknown Analyst Great. So let's pick up the airlines track.

FLY FOR PEANUTS! SOUTHWEST TO SERVE CHARLES M.

Airline grows its Golden State footprint to 14 airports DALLAS , Sept. 10, 2025 /PRNewswire/ -- It's a September surprise as Southwest Airlines Co. (NYSE: LUV) is announcing service to Santa Rosa, California's Charles M.

Southwest Airlines begins using FAA-mandated cockpit barriers on new Boeing jetliners

Southwest Airlines becomes the first carrier to fly a Boeing 737 Max 8 with new secondary flight deck barriers designed to prevent cockpit intrusions.

Southwest Airlines to begin flying first plane with secondary cockpit barrier

Southwest Airlines said it will begin on Friday flying its first jet with a secondary barrier to the flight deck designed to prevent intrusions.

Southwest Airlines® Touches Down as the Official Airline of the SEC with Flights to Get Fans to their Games

Extra flights added for games, access to SEC Network inflight entertainment, and a new destination that gets fans closer to the action in 2026 DALLAS , Aug. 27, 2025 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) is getting ready for college football season and back again as the Official Airline of the SEC. The airline is helping football fans across the country watch their favorite teams in person by adding flights for game days coupled with access onboard to the SEC Network for those who want to watch the games from a Southwest® flight.

EVA Air and Southwest Airlines Launch Interline Partnership to Expand Seamless Travel Between Asia and North America

This Partnership Now Connects Travelers to More Routes with Greater Flexibility TAIPEI , Aug. 26, 2025 /PRNewswire/ -- EVA Air and Southwest Airlines Co. (NYSE:LUV) have entered a new interline agreement effective immediately. This collaboration now connects EVA Air passengers in four key cities: Los Angeles (LAX), San Francisco (SFO), Seattle (SEA), and Chicago (ORD) to other cities in the United States with Southwest Airlines' extensive network.

Why Is Southwest (LUV) Down 6.6% Since Last Earnings Report?

Southwest (LUV) reported earnings 30 days ago. What's next for the stock?

VACATION IS MORE FUN WHEN IT'S FLEXIBLE! INTRODUCING GETAWAYS BY SOUTHWEST

Airline begins selling vacation packages through an in-house product that allows Customers to book a getaway with less stress DALLAS , Aug. 19, 2025 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) is creating more opportunities for Customers to book their vacations with the launch of their in-house packaged vacations product— Getaways by Southwest™ . These vacation packages, sold and serviced by Southwest®, offer signature flexibility and benefits that Customers want.

3 Airline Stocks Enjoying Tailwinds After CPI Reading

The airline sector is buzzing, after the consumer price index (CPI) for July showed fares rose 4% last month , in stark contrast to June's 0.1% tumble.

Wall Street Roundup: Tech Earnings Bring Comfort, Strange Fed Dynamics

Tech earnings from Microsoft and Meta exceeded expectations, driven by strong AI momentum and robust guidance, providing comfort to tech investors. Intel struggled with weak earnings, poor guidance, and ongoing restructuring, highlighting company-specific challenges rather than broader tech sector weakness.

SOUTHWEST AIRLINES DECLARES 186th QUARTERLY DIVIDEND

DALLAS , July 31, 2025 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) Board of Directors declared a quarterly cash dividend of $.18 per share to Shareholders of record at the close of business on September 3, 2025, on all shares then issued and outstanding. The quarterly dividend will be paid on September 24, 2025.

Southwest Airlines Co. (LUV) Q2 2025 Earnings Call Transcript

Southwest Airlines Co. (NYSE:LUV ) Q2 2025 Earnings Conference Call July 24, 2025 12:30 PM ET Company Participants a - Corporate Participant Andrew M. Watterson - Chief Operating Officer Lauren Yett - Corporate Participant Robert E.

Southwest Airlines Q2 Earnings & Revenues Lag, Decrease Year Over Year

LUV misses Q2 estimates as earnings fell 25.9% and revenues slipped 1.5%, with traffic down and costs up despite lower fuel prices.

Southwest CEO on Q2 earnings and U.S. domestic travel demand

Southwest Airlines CEO Bob Jordan said Thursday that second-quarter earnings and revenue fell short of expectations after demand slipped 6% due to macroeconomic uncertainty, but noted U.S. domestic travel has since stabilized and is beginning to rebound.

Southwest Airlines' Transformation Is Underway - Earnings Preview

Southwest is undergoing a major transformation, prompted by Elliott Management, to address lagging profitability and adapt its business model to current industry realities. Key initiatives include modernizing revenue management, introducing seat selection and baggage fees, launching redeye flights, and resizing labor costs to boost revenue and efficiency. Risks remain as customer and employee reactions to these sweeping changes are mixed, and Southwest must prove it can execute and maintain its unique culture.

THE CHOICE IS YOURS! SEATISFACTION™ IS COMING TO SOUTHWEST AIRLINES

DALLAS , July 21, 2025 /PRNewswire/ -- Beginning July 29, 2025, Southwest Airlines Co. (NYSE: LUV) Customers will have options to select their seat at the time of booking for flights beginning on Jan. 27, 2026. "Our Customers want more choice and greater control over their travel experience," said Tony Roach , Executive Vice President Customer & Brand, at Southwest Airlines.

Earnings Preview: Southwest Airlines (LUV) Q2 Earnings Expected to Decline

Southwest (LUV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.