NYSE$CPA

Copa Holdings SA · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Copa Holdings Q1 profit $212.5M as EPS rises 20.5% to $5.16 on 17% revenue growth

Copa Holdings reported Q1 2026 operating revenue of $1.05 billion, up 17.0% year over year on 14.0% ASM growth, with net profit of $212.5 million and diluted EPS of $5.16, up 20.5%. Operating margin expanded to 24.6% and net margin to 20.2%, while load factor rose 0.8 points to 87.2% and RASM increased 2.7% to 11.8 cents. CASM ex-fuel fell 1.0% to 5.8 cents despite a 7.5% increase in average fuel price to $2.73 per gallon. The company ended the quarter with about $1.5 billion in cash and investments, repurchased $45 million of stock, and took delivery of two Boeing 737 MAX 8 aircraft for a 127-aircraft fleet.

  • Q1 revenue was $1.05B (+17.0% YoY); net profit $212.5M with EPS of $5.16 (+20.5%).
  • Operating margin 24.6% and net margin 20.2%; load factor 87.2% with RASM up 2.7%.
  • CASM ex-fuel declined 1.0% to 5.8 cents despite fuel price rising 7.5% to $2.73/gallon.
  • Liquidity remained strong at $1.5B cash/investments; adjusted net debt/EBITDA 0.7x.
  • Board ratified a $1.71 per share dividend payable June 15, 2026.

Headline financials

Total Revenue

$1.05B

No prior period
EPS (adj)

$5.16

No prior period
Load factor

87.2%

No prior period
RASM (cents)

$11.80

No prior period
CASM ex-fuel (cents)

$5.80

No prior period
Net Income

$212M

No prior period
Operating Income

$259M

No prior period
Cash & Equivalents

$374M

No prior period

Revenue & EPS history

Copa · Revenue · Quarterly

$1.05B

Q1 2026
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Copa · $1.05B total across 3 segments · Q1 2026

  • Passenger revenue
    $1B
  • Cargo and mail
    $29.8M
  • Other operating revenue
    $18.5M

Forward guidance

For Q2 2026 Copa expects an operating margin of 8%–12% on 16% ASM growth, with fuel up 80%–90% year over year and roughly half recovered via higher revenues. Full-year 2026 ASM growth is guided at 11%–13% with ex-fuel CASM near 5.7 cents and load factor around 87%.

Tailwinds

  • Robust regional demand and industry-leading Q1 profitability.
  • Expects to recover up to 100% of higher fuel costs by year-end if yield trends hold.

Headwinds

  • Q2 margin guide reflects sharp year-over-year fuel price increase (80%–90%).
  • March fuel spike created an estimated $20M year-over-year headwind in Q1.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.4%

Avg return

Earnings day

+2.7%

Avg return

5 days after

+1.4%

Avg return

30 days after

75%

42 / 56 earnings

Positive

+18.6%

Q1 2019

Best reaction

-15.9%

Q2 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.3%-0.0%
Q3 2023+3.8%+3.5%+10.9%
Q2 2023-8.5%-10.0%-8.5%
Q1 2023+11.5%+11.3%+18.0%
Q4 2022-2.7%-2.5%-10.0%
Q3 2022+4.5%+11.5%+9.6%
Q2 2022+9.0%+9.2%+5.0%
Q1 2022-2.1%-2.1%-10.5%
Q4 2021+3.6%+0.9%-17.0%
Q3 2021+5.6%+5.7%+1.1%
Q2 2021+8.6%+7.8%+7.8%
Q1 2021+2.8%+3.0%-8.9%
Q4 2020-1.8%-0.3%+17.4%
Q3 2020+3.1%+9.4%+5.4%
Q2 2020+11.4%+14.3%+27.3%
Q1 2020+1.7%+2.6%+37.3%
Q4 2019+2.1%+2.8%-45.0%
Q3 2019+2.9%+2.8%-1.4%
Q2 2019+9.6%+4.8%+0.7%
Q1 2019+18.6%+11.5%+13.3%
Q4 2018+0.7%-2.4%-10.7%
Q3 2018+5.1%-4.9%-2.5%
Q2 2018-13.8%-13.6%-21.5%
Q1 2018+0.4%-2.2%-13.0%
Q4 2017+4.1%+5.7%-1.4%
Q3 2017+1.6%+0.6%+9.9%
Q2 2017-1.1%-0.5%+4.4%
Q1 2017-3.2%-0.5%-7.9%
Q4 2016+5.6%+4.0%+11.4%
Q3 2016+3.0%-5.8%+2.2%
Q2 2016+18.1%+18.1%+19.5%
Q1 2016-15.6%
Q4 2015+8.6%
Q3 2015+1.7%
Q2 2015-14.0%
Q1 2015-14.7%
Q4 2014+7.0%
Q3 2014-4.9%
Q2 2014-15.9%
Q1 2014+4.3%
Q4 2013+6.9%
Q3 2013+0.6%
Q2 2013-0.6%
Q1 2013+4.0%
Q4 2012+0.9%
Q3 2012+2.4%
Q2 2012+0.0%
Q4 2011+0.4%
Q1 2012+0.3%
Q3 2011-8.6%
Q2 2011+0.8%
Q4 2010+0.2%
Q1 2011+1.0%
Q3 2010+2.4%
Q2 2010+1.3%
Q1 2010+3.4%

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