Overview

* Allegiant Q3 2025 adjusted EPS of $2.09 misses analyst expectations

* Company Q3 revenue flat at $561.9 mln, missing analyst expectations

* Allegiant maintains 99.9% completion factor, records 4.6 mln passengers in Q3

Outlook

* Allegiant raises full-year airline-only EPS guidance to over $4.35

* Company expects double-digit Q4 operating margin

* Allegiant anticipates full-year ASM growth of ~12.5%

Result Drivers

* OPERATIONAL PERFORMANCE - Allegiant maintained a 99.9% completion factor and transported a record 4.6 mln passengers in Q3

* COST DISCIPLINE - CASM excluding fuel decreased by 4.7% over the prior year, highlighting cost control efforts

* SEASONAL WEAKNESS - Q3 is the seasonally weakest quarter, leading to a moderate operating loss at the favorable end of guidance

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Miss $561.90 $576.70

Revenue mln mln (11

Analysts

)

Q3 Miss -$2.09 -$1.98

Adjusted (13

EPS Analysts

)

Q3 EPS -$2.41

Q3 Net -$43.60

Income mln

Q3 -$27.20

Operatin mln

g Income

Q3 -$52.20

Pretax mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 9 "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the airlines peer group is "buy."

* Wall Street's median 12-month price target for Allegiant Travel Co ( ALGT ) is $65.00, about 4.7% above its November 3 closing price of $61.93

* The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 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.)