Southwest Airlines Co. (NYSE:LUV ) Q3 2025 Earnings Call October 23, 2025 10:00 AM EDT Company Participants Lauren Yett - Advisor of Investor Relations Robert Jordan - President, CEO & Vice Chairman of the Board Andrew Watterson - Chief Operating Officer Tom Doxey - Executive VP & CFO Lauren Woods - Senior VP of Technology & Chief Information Officer Julia Landrum - Vice President of Investor Relations Whitney Eichinger - Senior VP & Chief Communications Officer Conference Call Participants Conor Cunningham - Melius Research LLC Michael Linenberg - Deutsche Bank AG, Research Division Savanthi Syth - Raymond James & Associates, Inc., Research Division Sheila Kahyaoglu - Jefferies LLC, Research Division Jamie Baker - JPMorgan Chase & Co, Research Division Catherine O'Brien - Goldman Sachs Group, Inc., Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Duane Pfennigwerth - Evercore ISI Institutional Equities, Research Division Christopher Stathoulopoulos - Susquehanna Financial Group, LLLP, Research Division Scott Group - Wolfe Research, LLC David Vernon - Sanford C. Bernstein & Co., LLC.
LUV posts mixed Q3 results with earnings topping estimates but revenues missing the mark. LUV expects fourth-quarter 2025 unit revenues to be up 1-3% year over year.
Southwest Airlines Co (NYSE:LUV) shares slipped more than 7% on Thursday as the air carrier posted better than expected third quarter 2025 financial results but cautioned that the US government shutdown could weigh on sales in Q4. The company reported adjusted earnings per share for the period of $0.11, handily beating the analyst consensus estimate of a loss of $0.03, according to LSEG.
Although the revenue and EPS for Southwest (LUV) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
The carrier started charging for checked bags and introduced assigned seating earlier this year in a bid to boost revenue.
Southwest Airlines Co. (NYSE:LUV ) Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 12:15 PM EDT Company Participants Robert Jordan - President, CEO & Vice Chairman of the Board Conference Call Participants Unknown Attendee Presentation Unknown Analyst Great. So let's pick up the airlines track.
Southwest Airlines said it will begin on Friday flying its first jet with a secondary barrier to the flight deck designed to prevent intrusions.
Southwest (LUV) reported earnings 30 days ago. What's next for the stock?
It doesn't matter whether an investor manages a small personal portfolio or millions of dollars in a vehicle like an investment fund; when it comes to the discipline of value investing, one thing remains true. This characteristic is that these investors must be willing to place relatively contrarian bets, which is essentially where value is found.
Southwest put its first-ever assigned seats on sale this week, ending more than half a century of open seating. Prices vary depending on where you sit on the plane and demand.
Southwest Airlines Co. (NYSE:LUV ) Q2 2025 Earnings Conference Call July 24, 2025 12:30 PM ET Company Participants a - Corporate Participant Andrew M. Watterson - Chief Operating Officer Lauren Yett - Corporate Participant Robert E.
LUV misses Q2 estimates as earnings fell 25.9% and revenues slipped 1.5%, with traffic down and costs up despite lower fuel prices.