Frontier Group Holdings, Inc.

NasdaqGS:ULCC 株式レポート

時価総額:US$976.6m

Frontier Group Holdings マネジメント

マネジメント 基準チェック /34

Frontier Group Holdingsの CEO はJimmy Dempseyで、 Dec2025年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 4.24Mで、 15.5%給与と84.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.15%を直接所有しており、その価値は$ 1.48M 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と9.1年です。

主要情報

Jimmy Dempsey

最高経営責任者

US$4.2m

報酬総額

CEO給与比率15.46%
CEO在任期間less than a year
CEOの所有権0.2%
経営陣の平均在職期間2.3yrs
取締役会の平均在任期間9.1yrs

経営陣の近況

Recent updates

ナラティブの更新 May 19

ULCC: Fuel Costs And Capacity Shifts Will Shape Balanced Route Opportunity

Analyst price targets on Frontier Group Holdings have increased slightly to $5.00, up from $4.90, as analysts update their models following the Q1 report and incorporate revised assumptions for revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research updates on Frontier Group Holdings reflect a mixed tone, with some analysts fine-tuning models after the Q1 report while others focus on execution risks and industry pressures.
ナラティブの更新 May 04

ULCC: Off Peak Capacity And Fuel Cost Risks Will Pressure Earnings

Analysts have reduced their average price target on Frontier Group Holdings by about $2 to $4, citing concerns around off-peak capacity growth, financial leverage, and fuel cost uncertainty, while demand trends are still described as solid. Analyst Commentary Recent Street research on Frontier Group Holdings has tilted more cautious, with several bearish analysts cutting price targets and revisiting their ratings in light of capacity, leverage, and fuel cost concerns.
Seeking Alpha Apr 27

Wall Street Breakfast Podcast: White House Can Your Spare A Dime?

Summary Frontier Group (ULCC) and peers seek $2.5B in federal aid via warrants, citing high jet fuel costs and squeezed margins. Sen. Thom Tillis hints at Jay Powell staying on as Fed governor. Chinese AI startup DeepSeek intensifies price competition, offering a 75% discount on its V4-Pro model and adapting to domestic chip technology. Read the full article on Seeking Alpha
ナラティブの更新 Apr 20

ULCC: Fuel Volatility And Capacity Plans Will Shape Balanced Future Risk Profile

Analysts have trimmed the fair value estimate for Frontier Group Holdings to $4.43 from $4.71, reflecting lower price targets around $4 from several firms as they factor in fuel cost uncertainty, capacity growth, and the stock's financial leverage. Analyst Commentary Recent research has centered on lower price targets around US$4 and a shift in ratings, as analysts reassess Frontier Group Holdings in light of fuel cost uncertainty, capacity plans, and balance sheet risk.
ナラティブの更新 Apr 06

ULCC: Fuel Cost Uncertainty Will Shape Future Earnings Upside Potential

Analyst price targets for Frontier Group Holdings have shifted lower, with several firms trimming expectations toward the $4 range as they factor in fuel cost uncertainty, softer margin assumptions, higher projected revenue growth, and a higher future P/E multiple. Analyst Commentary Recent Street research on Frontier Group Holdings has turned more cautious, with multiple firms lowering price targets toward the US$4 range and shifting ratings toward Neutral or Underperform.
ナラティブの更新 Mar 23

ULCC: Higher Future Multiple And Capacity Concerns Will Shape Earnings Path

The analyst price target for Frontier Group Holdings has been cut by $0.50 to $3.50, as analysts factor in recent downgrades, lower targets around $4, concerns over off peak capacity and financial leverage, and mixed views on future earnings strength that are reflected in a higher assumed future P/E multiple. Analyst Commentary Recent research has leaned cautious on Frontier Group Holdings, with several bearish analysts cutting price targets into a tighter band around $4 and shifting ratings lower.
ナラティブの更新 Mar 08

ULCC: Constructive 2026 Backdrop And Capacity Discipline Will Drive Repricing

Analysts have trimmed their fair value estimate for Frontier Group Holdings slightly to $7.64 from $7.69, reflecting lower revenue growth assumptions, a modestly reduced discount rate, stronger projected profit margins, and a lower future P/E multiple in light of recent price target cuts to $4 and $5 from several firms citing off peak capacity, leverage, and relative valuation concerns. Analyst Commentary Recent Street research around Frontier Group has tilted cautious overall, with several firms cutting ratings and price targets on concerns about off peak capacity, financial leverage, and relative valuation.
ナラティブの更新 Feb 22

ULCC: Elevated Multiple And Cautious Carrier Swap Will Limit Earnings Upside

Analysts have lifted their price target on Frontier Group Holdings to $5 from $4, reflecting updated assumptions for higher revenue growth and slightly stronger profit margins, while still flagging valuation concerns and mixed views across recent research. Analyst Commentary Recent research on Frontier Group Holdings shows a mix of views, with some firms lifting price targets while others turn more cautious on the stock's risk and reward profile.
ナラティブの更新 Feb 08

ULCC: Elevated Multiple And Lower Margins Will Likely Cap Earnings Upside

Narrative Update on Frontier Group Holdings Frontier Group Holdings' consensus analyst price target has shifted to a range anchored around $4 to $5, as analysts weigh a more constructive sector backdrop, highlighted by some firms, against concerns from others about valuation and profit sustainability. Analyst Commentary Recent research on Frontier Group shows a split view, with some seeing a constructive setup for airlines over the coming years and others flagging valuation and earnings quality concerns.
ナラティブの更新 Jan 24

ULCC: Constructive 2026 Backdrop And Brand Loyalty Will Drive Repricing

Narrative Update: Frontier Group Holdings Analysts have modestly adjusted their price expectations for Frontier Group Holdings, with model fair value edging from about US$7.78 to roughly US$7.69. This reflects updated views on revenue growth, profit margin and a lower forward P/E, informed by mixed recent research that includes a Susquehanna price target increase to US$5 and a BofA cut to US$4 alongside a downgrade to Underperform.
ナラティブの更新 Jan 10

ULCC: Constructive 2026 Backdrop And Brand Loyalty Will Drive Repricing

Analysts have adjusted their view on Frontier Group Holdings, with price targets shifting in a tight US$4 to US$5 range. This reflects updated assumptions on fair value, revenue growth, margins and future P/E, as they weigh a more constructive backdrop for select low cost carriers against concerns about relative valuation and earnings quality.
ナラティブの更新 Dec 26

ULCC: Technology Merchandising Gains Will Likely Leave Earnings Upside Limited

Analysts raised their price target on Frontier Group Holdings to $4.00 from $3.00, citing improved expectations for revenue growth and profit margins, supported by evolving, technology driven merchandising trends across the U.S. airline industry. Analyst Commentary Bearish analysts acknowledge that Frontier's upgraded price target reflects some improvement in expected revenue growth and margin execution, but they continue to view the risk and reward profile as balanced rather than compelling.
ナラティブの更新 Dec 12

ULCC: Rising Fuel And Competitive Pressures Will Constrain Option-Like Upside

Analysts have raised their price target on Frontier Group Holdings to $4 from $3, citing improving demand and fare trends, a more constructive view of the airline industry's technology-driven merchandising shift, and meaningful, though option-like, upside potential under more favorable external conditions. Analyst Commentary Recent research updates reflect a more balanced, risk aware view of Frontier Group Holdings despite the higher price targets.
分析記事 Dec 03

There's Reason For Concern Over Frontier Group Holdings, Inc.'s (NASDAQ:ULCC) Massive 29% Price Jump

Those holding Frontier Group Holdings, Inc. ( NASDAQ:ULCC ) shares would be relieved that the share price has rebounded...
ナラティブの更新 Nov 01

ULCC: Upcoming Route Expansion Will Drive Gains From Spirit Overlap

Analysts have raised their price targets for Frontier Group Holdings, with new estimates ranging from $4 to $8. They cite improving demand, fare trends, and potential network gains as key factors supporting the outlook.
ナラティブの更新 Oct 18

Sun Belt Demand And Digital Efficiency Will Drive Air Trends

Analysts have increased their average price target for Frontier Group Holdings to reflect recent improvements in demand and fare trends. They have raised targets to as high as $8 from prior estimates around $3, supported by anticipated industry tailwinds and increased network overlap with competitors.
ナラティブの更新 Oct 04

Sun Belt Demand And Digital Efficiency Will Drive Air Trends

Analysts have increased their price target for Frontier Group Holdings, with consensus fair value rising from $5.39 to $5.67 per share. They cite improved industry demand, fare trends, and Frontier’s strategic positioning following recent industry shifts.
ナラティブの更新 Sep 03

Sun Belt Demand And Digital Efficiency Will Drive Air Trends

Analysts have raised Frontier Group Holdings’ price target from $4.72 to $5.39, driven by expectations that the company will benefit most from Spirit’s bankruptcy due to significant network overlap and proactive route expansion. Analyst Commentary Expectations that Frontier will be the primary beneficiary of Spirit's bankruptcy, due to extensive network overlap.
分析記事 Jul 23

There's Reason For Concern Over Frontier Group Holdings, Inc.'s (NASDAQ:ULCC) Massive 26% Price Jump

Despite an already strong run, Frontier Group Holdings, Inc. ( NASDAQ:ULCC ) shares have been powering on, with a gain...
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新しいナラティブ May 08

Network Optimization And Digital Upgrades Will Reshape Airline Travel

Network and capacity optimization is set to stabilize revenue, reduce costs, and positively impact net margins.
分析記事 May 06

Frontier Group Holdings, Inc. (NASDAQ:ULCC) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

It's been a pretty great week for Frontier Group Holdings, Inc. ( NASDAQ:ULCC ) shareholders, with its shares surging...
分析記事 Apr 23

Risks Still Elevated At These Prices As Frontier Group Holdings, Inc. (NASDAQ:ULCC) Shares Dive 42%

Unfortunately for some shareholders, the Frontier Group Holdings, Inc. ( NASDAQ:ULCC ) share price has dived 42% in the...
Seeking Alpha Apr 14

Frontier Airlines Stock Falls On Reduced Consumer Confidence Impact

Summary Frontier Airlines revised its Q1 2025 guidance, indicating a loss of $0.20 to $0.24 per share, and pulled its full-year guidance due to reduced consumer confidence. Ultra-low-cost carriers like Frontier face increased costs from pilot shortages, inflation, and higher maintenance costs, eroding their competitive edge against mainline carriers. Despite some upside potential, the high-cost basis and lower demand led me to assign a hold rating for ULCC stock with a $6.50 price target. The uncertain trade environment and weaker market demand make Frontier Airlines a speculative buy at best, with significant risks outweighing potential gains. Read the full article on Seeking Alpha
分析記事 Mar 09

Some Frontier Group Holdings, Inc. (NASDAQ:ULCC) Shareholders Look For Exit As Shares Take 29% Pounding

The Frontier Group Holdings, Inc. ( NASDAQ:ULCC ) share price has softened a substantial 29% over the previous 30 days...
Seeking Alpha Jan 05

Frontier Group: Taking Off Into Future Airline Travel Demand Growth

Summary Frontier Group Holdings, the parent of Frontier Airlines, gets a buy rating, agreeing with the Seeking Alpha quant system today. The greatest weight was given to future macro-level airline travel demand growth in the US. Though not a dividend payer yet, this airline presents a modest debt risk and is growing new routes and adding newer, fuel-efficient aircraft. Though Q3 returned to profitability, its negative profit margin lags behind peers and could be a future growth opportunity. Several Wall St firms this fall were neutral or positive on this stock, including Citi, UBS, and Raymond James. Read the full article on Seeking Alpha
分析記事 Dec 24

Subdued Growth No Barrier To Frontier Group Holdings, Inc. (NASDAQ:ULCC) With Shares Advancing 27%

Frontier Group Holdings, Inc. ( NASDAQ:ULCC ) shares have continued their recent momentum with a 27% gain in the last...
Seeking Alpha Oct 07

Frontier Airlines: Turbulence Ahead With Overcapacity, Climbing Costs

Summary Frontier stock is down 65% since its IPO due to overcapacity and rising costs. Operating expenses surged, including fuel costs (+18%), labor (+16%), and station operations costs (31%). The company deferred 54 aircraft deliveries to 2029-2031, indicating that its current capacity is above demand and slowing fuel efficiency improvements. Ancillary revenue dropped 13%, signaling a potential consumer behavior shift. Despite weak insider/institutional confidence, I maintain a Hold rating for this stock due to solid cash position compared to interest-bearing debt. Read the full article on Seeking Alpha
分析記事 Sep 22

Frontier Group Holdings, Inc.'s (NASDAQ:ULCC) 26% Price Boost Is Out Of Tune With Revenues

Frontier Group Holdings, Inc. ( NASDAQ:ULCC ) shareholders are no doubt pleased to see that the share price has bounced...

CEO報酬分析

Frontier Group Holdings の収益と比較して、Jimmy Dempsey の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$366m

Dec 31 2025US$4mUS$655k

-US$137m

Sep 30 2025n/an/a

-US$137m

Jun 30 2025n/an/a

-US$34m

Mar 31 2025n/an/a

US$67m

Dec 31 2024US$1mUS$637k

US$84m

Sep 30 2024n/an/a

-US$6m

Jun 30 2024n/an/a

-US$64m

Mar 31 2024n/an/a

-US$24m

Dec 31 2023US$5mUS$586k

-US$11m

Sep 30 2023n/an/a

US$66m

Jun 30 2023n/an/a

US$129m

Mar 31 2023n/an/a

US$71m

Dec 31 2022US$3mUS$548k

-US$37m

Sep 30 2022n/an/a

-US$130m

Jun 30 2022n/an/a

-US$138m

Mar 31 2022n/an/a

-US$132m

Dec 31 2021US$2mUS$525k

-US$102m

Sep 30 2021n/an/a

-US$176m

Jun 30 2021n/an/a

-US$250m

Mar 31 2021n/an/a

-US$252m

Dec 31 2020US$2mUS$523k

-US$225m

Sep 30 2020n/an/a

-US$47m

Dec 31 2019US$3mUS$431k

US$237m

報酬と市場: Jimmyの 総報酬 ($USD 4.24M ) は、 US市場 ($USD 3.79M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Jimmyの報酬は増加しましたが、会社は利益を上げていません。


CEO

Jimmy Dempsey (50 yo)

less than a year
在職期間
US$4,237,766
報酬

Mr. James G. Dempsey, also known as Jimmy, is CEO, President & Director of Frontier Group Holdings, Inc. from January 7, 2026. He was Interim CEO & President of Frontier Group Holdings, Inc. from December...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
James Dempsey
CEO, President & Directorless than a yearUS$4.24m0.15%
$ 1.5m
Mark Mitchell
Senior VP & CFO2.6yrsUS$2.00m0.078%
$ 759.8k
Howard Diamond
Executive Vice President of Legal & Corporate Affairs and Corporate Secretary11.8yrsUS$2.35m0.068%
$ 668.6k
Alexandre Clerc
Senior Vice President of Customers2.3yrsUS$1.83m0.023%
$ 224.2k
Robert Schroeter
Senior Vice President & Chief Commercial Officer2.2yrsUS$1.86m0.047%
$ 458.9k
Trevor Stedke
Senior Vice President of Operations7.1yrsUS$2.04m0.073%
$ 711.0k
Josh Wetzel
Chief Accounting Officer4.3yrsデータなし0.011%
$ 108.6k
Jeffrey Mathew
Senior VP & Chief Information Officerless than a yearデータなしデータなし
Tyri Squyres
Vice President of Marketingno dataデータなしデータなし
Steve Schuller
Senior Vice President of Human Resources2.3yrsデータなし0.047%
$ 455.5k
David Erdman
Senior Director of Investor Relationsno dataデータなしデータなし
Susan Donofrio
Investor Relations Officerno dataデータなしデータなし
2.3yrs
平均在職期間
50.5yo
平均年齢

経験豊富な経営陣: ULCCの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
James Dempsey
CEO, President & Directorless than a yearUS$4.24m0.15%
$ 1.5m
William Franke
Chairman of the Board12.4yrsUS$242.00k29.34%
$ 286.5m
Bernard Han
Independent Director12.2yrsUS$265.00k0.20%
$ 1.9m
Patricia Pineda
Independent Director9.9yrsUS$240.00k0.065%
$ 636.5k
R. Anthony Salcido
Independent Directorless than a yearデータなし0%
$ 0
Robert Genise
Independent Director12.2yrsUS$260.00k0.16%
$ 1.6m
John Connor
Independent Director10.8yrsUS$240.00k0.076%
$ 746.9k
Brian Franke
Director12.4yrsUS$262.00k2.51%
$ 24.5m
Nancy Lipson
Independent Director1.8yrsUS$240.00k0.026%
$ 257.2k
Alejandro Wolff
Independent Director6.8yrsUS$258.00k0.054%
$ 528.7k
Andrew Broderick
Director8.3yrsUS$240.00k0.38%
$ 3.8m
Ofelia Kumpf
Independent Director4.8yrsUS$258.00k0.043%
$ 418.3k
9.1yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: ULCCの 取締役会経験豊富 であると考えられます ( 9.1年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 13:08
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Frontier Group Holdings, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Brandon OglenskiBarclays
Brandon OglenskiBarclays
Andrew DidoraBofA Global Research