NYSE$SRFM

Surf Air Mobility Inc · Q4 2026 earnings

Q4 2026 earnings · · After market close

Briefing

Surf Air Mobility reported fiscal Q4 2026 revenue of $25.6M (+9% YoY) and a net loss of $20.3M.

For the three months ended March 31, 2026 (fiscal Q4), Surf Air Mobility reported revenue of $25.6 million, up 9% from $23.5 million, with on-demand revenue up 77% to $10.2 million while scheduled revenue declined 13%. Operating loss was $13.4 million; net loss was $20.3 million as fair-value and interest items weighed on results. Cost of revenue rose with charter volume mix.

  • Revenue $25.6M (+9% YoY); on-demand $10.2M (+77%).
  • Scheduled revenue $15.5M (-13%) on route rationalization.
  • Operating loss $13.4M; net loss $20.3M.
  • G&A down sharply YoY on cost actions.
  • Regional air mobility model still scaling toward profitability.

Headline financials

Total Revenue

$25.6M

No prior period
EPS (adj)

-$0.26

No prior period
Net Income

-$20.3M

No prior period
Operating Income

-$13.4M

No prior period

Revenue & EPS history

Surf Air Mobility Inc · Revenue · Quarterly

$25.6M

Q4 2026
Beat estimate in 1 of 2 quarters(50%)
ActualEstimate

Forward guidance

MD&A focuses on fleet utilization, on-demand growth, and exiting unprofitable scheduled routes.

Tailwinds

  • On-demand revenue growth and margin improvement efforts.
  • Operating expense down YoY.

Headwinds

  • Net loss persists; scheduled segment shrinking.
  • Fair-value losses on financial instruments.

Historical earnings impact

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

Avg. return before/after earnings

Based on 6 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

-4.0%

Avg return

Earnings day

-8.4%

Avg return

5 days after

-4.4%

Avg return

30 days after

38%

3 / 8 earnings

Positive

+4.7%

Q1 2025

Best reaction

-13.6%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-8.8%-12.4%-19.0%
Q3 2025-8.5%-19.0%-28.6%
Q1 2025+4.7%-4.7%-18.6%
Q3 2024-6.0%+19.7%+118.6%
Q2 2024+3.7%-21.0%-39.4%
Q1 2024-13.6%-18.2%-39.7%
Q3 2023-4.6%-32.3%-23.9%
Q2 2023+0.7%+20.6%+15.6%

Discussion

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