LUV

Southwest Airlines Q2 2026 earnings beat, Q3 forecast misses

Published: Jul 23, 2026   |  Read Original Article ↗

Article Summary

BUY
  • Southwest Airlines Co. (NYSE: LUV) reported strong Q2 2026 earnings that beat expectations driven by record operating revenue, though its outlook for the summer quarter came in below Wall Street forecasts.
  • Southwest Airlines Co. posted adjusted earnings of 94 cents per share for the three months ended June 30, up 9.4% year-over-year despite a near-$900 million increase in fuel costs, while operating revenue reached $8.7 billion, the highest in company history.
  • Ticket prices averaged $225.61 per passenger, up nearly 21%, while managed business revenue rose 30% and Rapid Rewards enrollments reached nearly 100 million members, also a record.
  • Southwest revised full-year adjusted earnings guidance to $3.25 to $4.25 per share, replacing its previous target of at least $4â€$4.00, with unit revenue expected to rise 17.5% to 19.5%, while available seat miles expected to hold to no worse than a 1% decline relative to last summer.
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Growth Stock Metric Rating
LUV Rating
54.8
WEAK HOLD

Growth Stock Scoring Breakdown

METRIC VALUE WEIGHT ANALYSIS
Sales Growth TTM ? 9.5% 25% 35.0 ptsBelow Screener (9.5%) - Weak growth
EPS Growth Next 5Y ? 78.6% 25% 100.0 ptsExceptional (78.6%) - Very high expectations
Target Price Upside ? 17.7% 20% 60.0 ptsModerate Upside (17.7%) - Target: $53.43 vs Current: $45.41
Gross Margin % ? 18.7% 15% 20.0 ptsThin (18.7%) - Low-margin business
Drawdown from 52-Wk High ? -17.6% 15% 40.0 ptsMild Pullback (-17.6%) - Light entry opportunity
Disclaimer: This rating is for informational purposes only and is not financial advice. All data sourced from Finviz. Always conduct your own research and consult with a financial advisor before making investment decisions. Past performance does not guarantee future results.

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About LUV

Industrials Airlines 77,397 employees Dallas, United States
  • Southwest Airlines Co. operates as a passenger airline company that provides scheduled air transportation services in the United States and internationally.
  • It also provides Rapid Rewards loyalty program; SWABIZ, an online booking tool; and inflight entertainment platform that includes movies-on-demand live and on-demand television, flight tracker, and additional curated content, as well as a variety of premium snacks and coffee.
  • In addition, the company offers ancillary services, such as in-flight purchases, baggage fees, EarlyBird Check-In, and upgraded boarding, as well as transportation of pets and unaccompanied minors.
  • As of December 31, 2025, the company operated a total fleet of 803 Boeing 737 aircraft; and served 117 destinations in 42 states, the District of Columbia, and the Commonwealth of Puerto Rico, as well as ten near-international countries, including Mexico, Jamaica, the Bahamas, Aruba, the Dominican Republic, Costa Rica, Belize, Cuba, the Cayman Islands, and Turks and Caicos.
  • Southwest Airlines Co. was incorporated in 1967 and is headquartered in Dallas, Texas.
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