Surf Air Mobility NYSE: SRFM reported first-quarter 2026 results that came in at the high end of its revenue outlook and ahead of its Adjusted EBITDA guidance, while management raised its full-year profitability forecast and emphasized cost savings from its SurfOS technology platform.
Surf Air Mobility Inc. (SRFM) Q1 2026 Earnings Call Transcript
Surf Air Mobility Inc. (SRFM) came out with a quarterly loss of $0.28 per share versus the Zacks Consensus Estimate of a loss of $0.39. This compares to a loss of $1.31 per share a year ago.
Surf Air Mobility Inc. (SRFM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Surf Air Mobility Inc. is rated a cautious Buy, reflecting operational improvements, insider buying, and potential for significant capital gains if funding and execution persist. SRFM's 2025 saw revenue decline 15% to $106.6M, heavy dilution, and ongoing losses, but route rationalization and cost cuts are expected to improve efficiency. Management guides for 2026 revenue of $128–138M (20–30% growth) and an adjusted EBITDA loss of $40–50M, with SurfOS and On Demand charter as key growth drivers.
Surf Air Mobility Inc. (SRFM) Q4 2025 Earnings Call Transcript
Surf Air Mobility delivered Q4 results above estimates, but the stock is now downgraded to sell due to limited upside. SRFM's only profitable segment is scheduled and charter services; growth hinges on future commercialization of SurfOS software and aircraft electrification. 2026 is projected as a revenue inflection point, yet EBITDA losses are expected to persist due to ongoing investment in SurfOS.
Surf Air Mobility Inc. (SRFM) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.3. This compares to earnings of $0.59 per share a year ago.
Surf Air Mobility Inc. (SRFM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Surf Air Mobility stock (NYSE: SRFM) has certainly experienced a decline lately, dropping from approximately $8.80 in mid-July to $2.63 currently, effectively erasing most of the gains it had made earlier this summer. The primary cause of this decline appears to be a mix of factors.
Surf Air Mobility Inc. remains a highly speculative stock, focused on AI and electrification in aviation, with near-term value limited to charter operations. SRFM's technology platform SurfOS and the electrification of Cessna Grand Caravan EX present long-term opportunities, but both face delayed revenue and significant cash burn risks. Valuation scenarios suggest modest downside or upside for SRFM stock in the near term, with substantial potential gains only post-2027 if electrification succeeds and funding needs are met.
Surf Air Mobility Inc. ( SRFM ) Q3 2025 Earnings Call November 12, 2025 5:00 PM EST Company Participants Deanna White - CEO & COO Oliver Reeves - Chief Financial Officer Sudhin Shahani - Co-Founder & Director Conference Call Participants Sam Levenson Amit Dayal - H.C. Wainwright & Co, LLC, Research Division Austin Moeller - Canaccord Genuity Corp., Research Division David Storms - Stonegate Capital Partners, Inc., Research Division Presentation Operator Good evening.