NASDAQ$SKYW

SkyWest Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

SkyWest's financial performance significantly improved in Q3 2024, marked by increased revenue, net income, and strategic fleet agreements.

SkyWest reported a strong Q3 2024, with a notable increase in net income to $90 million, or $2.16 per diluted share, compared to $23 million, or $0.55 per diluted share in Q3 2023. Revenue also increased to $913 million, up 19% from $766 million in the same quarter last year. The company reached an agreement with United Airlines to place 40 CRJ550s under a multi-year contract and took delivery of nine E175 partner-financed aircraft.

  • Net income increased to $90 million, or $2.16 per diluted share, compared to $23 million, or $0.55 per diluted share for Q3 2023.
  • Revenue increased to $913 million, up 19% from $766 million in Q3 2023.
  • SkyWest reached an agreement with United Airlines to place 40 CRJ550s under a multi-year contract.
  • The company took delivery of nine E175 partner-financed aircraft under a previously announced agreement with United.

Headline financials

Total Revenue

$913M

Previous: $766M+19.1%
EPS

$2.16

Previous: $0.55+292.7%
Total block hours

334.5K

No prior period
Passengers carried

11.3M

No prior period
Adjusted flight completion

99.9%

No prior period
Raw flight completion

99.5%

No prior period
Passenger load factor

83.7%

Previous: 85.1%-1.6%
Average trip length

455

No prior period
Capital Expenditures

-$21.7M

Previous: -$14M-55.1%
Free Cash Flow

$68M

Previous: $9.5M+616.0%
Net Income

$89.7M

Previous: $23.5M+282.1%
Operating Income

$131M

Previous: $49.3M+166.7%
Gross Profit

$1.27M

Previous: $1.35M-6.1%
Cash & Equivalents

$178M

Previous: $125M+41.7%
Total Assets

$6.96B

Previous: $7.06B-1.5%

Revenue & EPS history

SkyWest · Revenue · Quarterly

$913M

Q3 2024+19.1%vs Q3 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

SkyWest · $766M total across 2 segments · Q3 2023

  • Flying agreements
    $742M-2.8%
  • Lease, airport services and other
    $24.3M-6.4%

Forward guidance

SkyWest is coordinating with its major airline partners to optimize the timing of upcoming announced fleet deliveries. By the end of 2026, SkyWest is scheduled to operate a total of 278 E175 aircraft. The aircraft are anticipated to be placed into service between late 2024 and the end of 2026.

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 Q3 2024

Historical avgQ3 2024

+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%

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