NASDAQ$SKYW

SkyWest Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

SkyWest's first quarter results were announced, with revenue increasing due to higher block hours and the reduction of COVID-19 revenue concessions, while net income decreased compared to the previous year.

SkyWest reported a revenue increase of 38% to $735 million, driven by a 13% rise in block hours. Net income was $18 million, or $0.35 per diluted share, down from $36 million, or $0.71 per diluted share, in Q1 2021. The company had $856 million in cash and marketable securities and total debt of $3.2 billion.

  • Revenue increased by 38% to $735 million due to a rise in block hours and reduced COVID-19 revenue concessions.
  • Net income decreased to $18 million, or $0.35 per diluted share, compared to $36 million, or $0.71 per diluted share, in Q1 2021.
  • Operating expenses increased to $683 million, primarily due to the absence of payroll support program grants.
  • SkyWest had $856 million in cash and marketable securities and total debt of $3.2 billion.

Headline financials

Total Revenue

$735M

Previous: $535M+37.5%
EPS (adj)

$0.35

Previous: $0.71-50.7%
Adjusted flight completion

98.9%

No prior period
Raw flight completion

96.2%

No prior period
Passenger load factor

77.6%

No prior period
Average trip length

515

No prior period
Capital Expenditures

-$2.24M

Previous: -$4.22M+47.1%
Free Cash Flow

$15.5M

Previous: $31.7M-51.1%
Net Income

$17.7M

Previous: $35.9M-50.6%
Operating Income

$52M

Previous: $80.8M-35.6%
Gross Profit

$1.8M

Previous: $80.8M-97.8%
Cash & Equivalents

$246M

Previous: $231M+6.5%
Total Assets

$7.15B

Previous: $6.89B+3.7%

Revenue & EPS history

SkyWest · Revenue · Quarterly

$735M

Q1 2022+37.5%vs Q1 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

SkyWest · $735M total across 2 segments · Q1 2022

  • Flying agreements
    $708M
  • Lease, airport services and other
    $27.1M

Forward guidance

SkyWest is coordinating with its major airline partners to optimize the timing of upcoming fleet deliveries under previously announced agreements. The anticipated future delivery dates summarized below are based on currently available information and are subject to change.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+1.4%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+6.3%

Avg return

30 days after

52%

34 / 66 earnings

Positive

+22.7%

Q1 2020

Best reaction

-24.0%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-7.1%-13.2%-8.6%
Q4 2025-5.0%+1.6%+2.5%
Q3 2025+5.5%+3.8%+6.7%
Q2 2025-0.1%-2.8%-7.7%
Q1 2025-1.3%+0.1%+9.9%
Q4 2024+3.6%+1.3%-15.3%
Q3 2024+5.0%+8.0%+18.9%
Q2 2024-7.7%-6.6%-8.2%
Q1 2024+3.2%+2.4%+5.2%
Q4 2023+9.9%+11.8%+21.5%
Q3 2023+11.2%+10.9%+22.1%
Q2 2023+10.8%+10.3%-0.1%
Q1 2023+19.6%+15.8%+28.4%
Q4 2022-9.2%-8.6%+2.1%
Q3 2022-4.1%-3.9%-2.0%
Q2 2022+9.1%+8.6%-1.6%
Q1 2022+2.5%+0.5%-6.7%
Q4 2021-24.0%-15.5%-34.1%
Q3 2021-5.3%-2.8%-9.7%
Q2 2021-0.9%-2.5%+18.7%
Q1 2021-2.7%-5.9%-4.0%
Q4 2020+3.2%+7.9%+32.7%
Q3 2020+4.4%+6.0%+55.7%
Q2 2020-8.6%-4.4%+21.1%
Q1 2020+22.7%+7.9%+77.5%
Q4 2019-9.4%-5.1%-25.5%
Q3 2019+0.8%+4.1%+6.1%
Q2 2019-2.6%-10.1%-8.2%
Q1 2019+1.1%+3.1%+0.4%
Q4 2018+1.7%+3.2%+3.8%
Q3 2018+13.1%+10.3%+9.6%
Q2 2018+8.4%+7.2%+14.5%
Q1 2018+5.2%+6.1%+6.2%
Q4 2017-2.9%-5.2%-1.8%
Q3 2017+1.9%+2.8%+10.6%
Q2 2017-0.3%-3.6%-9.3%
Q1 2017+3.8%+3.6%-1.4%
Q4 2016-4.6%-9.5%-0.8%
Q3 2016+0.5%+0.2%+27.2%
Q2 2016-1.1%-6.3%-6.2%
Q1 2016+14.2%
Q4 2015+0.3%
Q3 2015-8.9%
Q2 2015+17.4%
Q1 2015+17.2%
Q4 2014+7.5%
Q3 2014+11.9%
Q2 2014-10.8%
Q1 2014-0.9%
Q4 2013+2.4%
Q3 2013-5.2%
Q2 2013+0.5%
Q1 2013-7.7%
Q4 2012-1.9%
Q3 2012-2.2%
Q2 2012+19.1%
Q1 2012-2.2%
Q1 2011+3.1%
Q4 2009-3.3%
Q1 2010-3.3%
Q4 2011-3.3%
Q3 2010+2.4%
Q3 2011+2.4%
Q4 2010-1.5%
Q2 2010-1.5%
Q2 2011-1.5%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro