NYSE$VLRS

Controladora Vuela Cia de Aviacion SAB de CV · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Volaris earned Q3 net income of $6M on $784M revenue as EBITDAR margin held at 33.6% despite 8% lower TRASM and higher ASMs.

Volaris reported third-quarter 2025 total operating revenue of $784 million, down 3.6% year over year, as total revenue per available seat mile fell 7.7% to 8.65 cents while ASMs rose 4.6% to 9.1 billion. Net income was $6 million ($0.05 per ADS) versus $37 million a year ago; EBIT was $68 million (8.6% margin) and EBITDAR was $264 million with a 33.6% margin, down 5.1 points. Scheduled load factor was 84.4% on 7.9 million passengers, and liquidity totaled $794 million, equal to 27% of last-twelve-months revenue.

  • Operating revenue was $784M (-3.6% YoY); TRASM fell 7.7% to $0.0865 while ASMs grew 4.6% to 9.07B.
  • Net income was $6M ($0.05/ADS) versus $37M prior year; EBIT margin compressed to 8.6% from 15.5%.
  • EBITDAR was $264M with a 33.6% margin, aligned with quarterly guidance despite a 16% YoY decline.
  • Passengers rose 3.2% to 7.9M on 152 aircraft; CASM ex-fuel increased 2% to $0.0548.
  • Cash and short-term investments totaled $794M; net debt-to-LTM EBITDAR was 3.1x.

Headline financials

Total Revenue

$784M

Previous: $813M-3.6%
EPS (adj)

$0.05

Previous: $0.32-84.4%
EBITDAR

$264M

No prior period
EBITDAR margin

33.6%

No prior period
Scheduled load factor

84.4%

No prior period
Available seat miles (millions scale in filing: 9,067M)

9.1B

No prior period
Net Income

$6M

Previous: $37M-83.8%
Operating Income

$68M

Previous: $77M-11.7%
Cash & Equivalents

$794M

No prior period

Revenue & EPS history

Volaris · Revenue · Quarterly

$784M

Q3 2025-3.6%vs Q3 2024
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Volaris · $655M total across 2 segments · Q2 2025

  • Other passenger revenues
    $370M
  • Fare revenues
    $285M

Forward guidance

Full-year 2025 guidance calls for roughly 7% ASM growth, EBITDAR margin of 32–33%, and capex of about $250M.

Tailwinds

  • Q3 EBITDAR margin of 33.6% met company guidance
  • Liquidity at 27% of LTM revenue supports conservative cash management

Headwinds

  • TRASM down 7.7% on softer unit revenues
  • Net income down 84% year over year to $6M

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 2025

Historical avgQ3 2025

-1.2%

Avg return

Earnings day

-2.7%

Avg return

5 days after

-4.3%

Avg return

30 days after

43%

20 / 46 earnings

Positive

+12.4%

Q2 2018

Best reaction

-34.1%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-7.2%-17.1%-26.8%
Q3 2025-6.4%-4.5%+5.8%
Q2 2025-1.2%+8.4%+20.6%
Q4 2024-12.6%-16.6%-27.2%
Q3 2024+0.7%+1.0%+13.7%
Q2 2024+4.0%+3.9%-10.1%
Q1 2024+8.2%+7.5%-0.6%
Q4 2023-1.1%-1.8%-0.7%
Q2 2023-8.5%-10.7%-30.7%
Q1 2023-7.8%+0.3%+8.8%
Q4 2022+0.4%+2.3%-0.7%
Q2 2022-13.3%-9.8%-0.9%
Q1 2022+1.2%-4.9%-6.7%
Q4 2021+0.5%-14.6%-24.3%
Q2 2021+2.7%+1.7%-10.0%
Q1 2021+8.4%+12.5%+19.9%
Q4 2020+4.7%+10.0%+4.2%
Q3 2020+5.2%-5.4%+20.2%
Q2 2020-2.0%+2.0%+46.9%
Q1 2020-0.8%+12.3%+23.9%
Q4 2019-3.1%-19.7%-69.5%
Q3 2019-0.5%+2.4%+0.2%
Q2 2019-4.2%-7.1%-20.3%
Q1 2019+3.6%+7.8%+6.4%
Q4 2018+9.5%+4.2%+6.0%
Q3 2018-4.3%-8.9%-8.1%
Q2 2018+12.4%+17.9%+17.9%
Q1 2018-34.1%-33.2%-37.5%
Q4 2017-1.2%+0.9%-11.1%
Q3 2017-0.5%+1.9%-4.7%
Q2 2017-6.8%-10.8%-14.1%
Q1 2017-5.7%-6.2%-4.0%
Q4 2016-11.5%-16.1%-11.4%
Q3 2016-2.4%-3.1%-22.9%
Q2 2016-0.3%-1.6%-2.3%
Q1 2016+1.7%
Q4 2015-4.3%
Q3 2015+4.2%
Q2 2015+3.6%
Q1 2015+1.9%
Q4 2014+10.0%
Q3 2014-8.2%
Q2 2014+9.8%
Q1 2014-0.5%
Q4 2013-0.4%
Q3 2013+2.3%
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012

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