Overview

* Sun Country Q3 revenue of $255.5 mln misses analyst expectations

* Adjusted EPS for Q3 misses consensus, reflecting operational challenges

* Company reports thirteenth consecutive profitable quarter, marking operational milestones

Outlook

* Sun Country expects Q4 2025 revenue between $270 mln and $280 mln

* Operating income margin for Q4 2025 projected at 5% to 8%

Result Drivers

* CARGO EXPANSION - Completion of cargo segment transformation with full deployment of 20 freighter aircraft for Amazon, contributing to a 50.9% increase in cargo revenue

* CHARTER GROWTH - Charter revenue increased 15.6% year-over-year, exceeding the increase in charter block hours

* SCHEDULED SERVICE DEMAND - Scheduled service showed strong momentum with fare growth and improved load factors in August and September

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Miss $255.50 $255.90

Operatin mln mln (6

g Analysts

Revenue )

Q3 Miss $0.07 $0.10 (7

Adjusted Analysts

EPS )

Q3 Miss $3.70 $4.88

Adjusted mln mln (4

Net Analysts

Income )

Q3 Net $1.60

Income mln

Q3 Miss $12.40 $15 mln

Adjusted mln (6

Operatin Analysts

g Income )

Q3 $9.90

Operatin mln

g Income

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 ( SNCY ) is $15.50, about 29.5% above its October 28 closing price of $10.93

* The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release:

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(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.)