Southwest Airlines Co.

NYSE:LUV 株式レポート

時価総額：US$19.5b

Southwest Airlines 将来の成長

Future 基準チェック /46

Southwest Airlines利益と収益がそれぞれ年間21.7%と4.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21.1% 26.1%なると予測されています。

主要情報

21.7%

収益成長率

26.15%

EPS成長率

Airlines 収益成長22.1%
収益成長率4.8%
将来の株主資本利益率21.10%
アナリストカバレッジ

Good

最終更新日18 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Aug 11

LUV: Transformation Execution And Capacity Partnerships Will Shape Future Earnings Risk Balance

Southwest Airlines' analyst fair value estimate moves from $47.51 to $51.79 as analysts weigh mixed price target revisions, slightly firmer margin assumptions, and a modestly higher future P/E multiple. Analyst Commentary Recent research on Southwest Airlines shows a mix of optimism and caution as analysts reassess targets and assumptions following the latest Q2 results and updated guidance.
ナラティブ更新 • Jul 28

LUV: Rising Fuel Volatility Will Likely Cap Transformation Upside

Southwest Airlines' analyst fair value estimate shifts to $35.00 as analysts weigh stronger revenue growth assumptions against slightly softer profit margins and a modestly higher future P/E outlook following the recent run of price target revisions. Analyst Commentary Recent research on Southwest Airlines shows a wide range of opinions on the stock, with many firms adjusting price targets after the Q2 earnings season and ahead of upcoming quarters.
Seeking Alpha • Jul 14

Southwest Airlines: What 2Q26 (And Oil Crisis) Could Bring

Summary Southwest Airlines (LUV) is rated 'Hold' with a $44/share price target, reflecting transformation upside but significant fuel and execution risks. LUV's 1Q26 results validated cost management and fee adoption strategies, but fuel price volatility and lack of hedging threaten full-year EPS targets. Management's $4/share 2026 EPS guidance appears optimistic; my revised estimate is $2.9/share, accounting for higher jet fuel costs and execution risks. Current valuation does not offer a compelling entry; I require a pullback to $44/share for an attractive risk/reward profile. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 14

LUV: Fuel And Execution Risks Will Likely Cap Transformation Upside

Analysts have lifted the consolidated price target for Southwest Airlines by about $3 to $33.31, citing a mix of stronger demand trends, lower jet fuel assumptions, and improving margin expectations reflected across recent Street research. Analyst Commentary Recent research on Southwest Airlines points to a broadly constructive tone, with most firms raising price targets while highlighting demand strength, lower fuel assumptions, and potential margin improvement.
ナラティブ更新 • Jun 30

LUV: Cloud Transformation And Sector Optimism Will Shape Earnings Risk Balance

The analyst price target on Southwest Airlines is increasing from $45.64 to $47.51, with analysts citing sector-wide Q2 and Q3 optimism, improved margin expectations into 2027, and ongoing benefits from the company’s transformation plan as key supports. Analyst Commentary Recent research on Southwest Airlines points to a mixed but generally constructive tone, with several firms adjusting price targets higher and framing the upcoming Q2 and Q3 periods as important checkpoints for the stock.
分析記事 • Jun 19

Southwest Airlines (LUV) Stock Could Be 5.1% Overvalued After AWS Partnership News

Southwest Airlines (LUV) is back in focus after outlining a broad technology overhaul through a new partnership with Amazon Web Services, alongside a sector wide lift from easing fuel cost concerns tied to de-escalating geopolitical risks. See our latest analysis for Southwest Airlines. The AW S partnership and easing fuel cost concerns have arrived alongside a sharp rebound in Southwest Airlines, with a 30 day share price return of 28.43% and a 1 year total shareholder return of 56.84%. This...
ナラティブ更新 • Jun 16

LUV: Rising Fuel Costs Will Likely Outpace Transformation Margin Gains

Southwest Airlines enters this narrative update with the analyst fair value estimate raised from $24.00 to $30.00, reflecting recent price target increases from several firms as analysts point to the company’s transformation efforts, earnings potential, and revised expectations for future P/E and profit margins. Analyst Commentary Recent Street research on Southwest Airlines has been mixed, with some institutions lifting price targets and others trimming expectations.
ナラティブ更新 • Jun 02

LUV: Restructuring Efforts And Fuel Headwinds Will Shape Earnings Outlook

Narrative Update: Southwest Airlines Analysts lifted the implied fair value for Southwest Airlines stock by about $0.39 to $45.64, reflecting a series of recent price target changes that include raises to $60 and $53, alongside several cuts tied mainly to higher fuel cost assumptions and mixed earnings outlooks. Analyst Commentary Recent research on Southwest Airlines shows a mix of optimism and caution, with price targets ranging from the mid US$30s to US$60 and ratings spread across Buy, Hold or equivalent, Equal Weight or equivalent, and Sell.
ナラティブ更新 • May 03

LUV: 2026 Cabin Changes And Fuel Recovery Potential Will Support Earnings

Analysts have nudged the fair value estimate for Southwest Airlines slightly higher to about $45.25 from $44.82 as they balance fuel cost pressures, softer revenue growth and margin expectations, and a modestly higher assumed future P/E multiple of around 10x. Analyst Commentary Recent Street research on Southwest Airlines reflects a mix of optimism and caution, with multiple firms adjusting price targets and ratings as they reassess fuel assumptions, demand trends, and the earnings impact of new initiatives.
ナラティブ更新 • Apr 19

LUV: Rising Fuel Costs Will Likely Constrain Future Margin Recovery

Southwest Airlines' analyst price target is revised slightly lower to $24.00 as analysts factor in higher discount rates, more conservative revenue growth and profit margin assumptions, and a higher future P/E multiple following a series of recent target cuts that largely cite rising fuel costs and more cautious earnings estimates. Analyst Commentary Street research around Southwest has turned more cautious as analysts revisit their assumptions on fuel, revenue, and margins.
ナラティブ更新 • Apr 04

LUV: 2026 Cabin Upgrades And Seating Changes Will Support Earnings Power

Analysts have nudged the fair value estimate for Southwest Airlines down from about $47.47 to $44.82. This reflects a blend of higher assumed fuel costs, slightly stronger revenue and margin expectations, a higher discount rate, and a lower future P/E multiple in response to a recent wave of reduced price targets across the Street.
ナラティブ更新 • Mar 21

LUV: New Seating And Fees Will Support Future Margin Recovery

Southwest Airlines' analyst price targets have generally shifted lower by about $10 in recent revisions, as analysts factor in higher assumed fuel costs, even while acknowledging resilient demand and incremental revenue initiatives. Analyst Commentary Recent research paints a mixed but constructive picture for Southwest, with many firms recalibrating price targets around higher fuel assumptions while still pointing to healthy demand and revenue initiatives.
ナラティブ更新 • Mar 07

LUV: Fuel Cost And Capacity Pressures Will Likely Undermine Fee Initiatives

The updated analyst price target for Southwest Airlines implies a slightly lower fair value of about $24.03, as analysts weigh stronger long term earnings initiatives and demand expectations against higher fuel cost risks and a modestly higher discount rate. Analyst Commentary Recent Street research on Southwest Airlines reflects a mix of optimism around long term earnings initiatives and growing caution around fuel costs, capacity trends, and execution on planned product changes.
ナラティブ更新 • Feb 20

LUV: Future Fee Initiatives Will Likely Fail To Justify Current Pricing

Narrative Update The analyst price target for Southwest has moved higher to reflect a fair value estimate of $24.38, supported by updated assumptions for revenue growth, profit margins, and discount rate as analysts highlight potential earnings contributions from extra legroom, assigned seating, and checked bag initiatives. Analyst Commentary Recent Street research on Southwest has centered on how new revenue initiatives like extra legroom, assigned seating, and checked bag fees could affect earnings power and, in turn, perceived fair value for the stock.
分析記事 • Feb 08

Southwest Airlines (NYSE:LUV) Has Affirmed Its Dividend Of $0.18

The board of Southwest Airlines Co. ( NYSE:LUV ) has announced that it will pay a dividend of $0.18 per share on the...
ナラティブ更新 • Feb 05

LUV: 2026 Capacity Expansion And Partnerships Will Test Rich Share Pricing

Analysts have raised their implied fair value estimate for Southwest Airlines from about $39.63 to $47.47. This change reflects a series of higher price targets across the Street as they factor in updated views on revenue growth, profit margins, discount rates and future P/E assumptions.
ナラティブ更新 • Jan 22

LUV: Easing Fuel Costs And Resilient Demand Will Support Margin Recovery

The analyst price target for Southwest Airlines has been raised from US$54.95 to US$60.00, as analysts point to a more supportive industry setup into 2026, including resilient demand signals, easing fuel headwinds, and a wide range of higher Street targets across major firms. Analyst Commentary Recent research shows a cluster of higher price targets and a key upgrade that together frame a more constructive setup for Southwest Airlines into 2026.
ナラティブ更新 • Jan 08

LUV: Demand Recovery And 2026 Outlook Will Shape Fairly Valued Shares

Narrative Update: Southwest Airlines (LUV) Our analyst price target for Southwest Airlines has moved higher from US$35.00 to about US$40.00. This reflects updated assumptions for slightly stronger revenue growth, higher profit margins, and a modestly higher future P/E multiple in line with recent analyst price target increases across the sector and expectations for healthier demand and earnings outlooks into 2026.
ナラティブ更新 • Dec 24

LUV: Technology-Driven Merchandising Will Support Higher Margins And Reduced Risk Profile

Analysts have lifted their price target for Southwest Airlines to approximately $55 per share from about $46, citing expectations for faster revenue growth, improved profit margins, and a lower perceived risk profile, in line with recent Street research that highlights the airline sector’s evolving merchandising and pricing power. Analyst Commentary Bullish analysts are pointing to Southwest’s improving fundamentals and revenue trajectory as justification for higher valuation expectations.
分析記事 • Dec 12

Revenues Not Telling The Story For Southwest Airlines Co. (NYSE:LUV) After Shares Rise 27%

The Southwest Airlines Co. ( NYSE:LUV ) share price has done very well over the last month, posting an excellent gain...
ナラティブ更新 • Dec 10

LUV: Industry Tailwinds And Partnerships Will Shape Future Earnings Profile

Southwest Airlines' analyst price target has ticked higher by about $1 to the mid $30s, as analysts cite a lower perceived risk profile, slightly refined long term growth and profitability assumptions, and supportive industry dynamics highlighted in recent airline sector previews. Analyst Commentary Analysts are broadly constructive on Southwest's risk reward profile, but remain divided on how quickly the carrier can translate industry tailwinds into outsized earnings growth relative to peers.
ナラティブ更新 • Nov 26

LUV: Revenue Momentum And Industry Shifts Will Influence Market Standing

Southwest Airlines’ analyst price target has increased from approximately $34.07 to $34.23. Analysts cite incremental improvements in revenue growth and profit margin expectations as key drivers behind this modest upward revision.
ナラティブ更新 • Nov 08

LUV: Evolving Industry Dynamics Will Shape Margins And Global Partnership Outcomes

Southwest Airlines' analyst price target has been raised from $33.76 to $34.07 as analysts cite evolving industry dynamics and projected improvements in technology-driven merchandising platforms, which support a cautiously optimistic outlook for the stock. Analyst Commentary Recent commentary from analysts reflects both optimism and caution regarding Southwest Airlines' near-term prospects and long-term positioning in a changing U.S. airline landscape.
分析記事 • Oct 31

We Like The Quality Of Southwest Airlines' (NYSE:LUV) Earnings

The stock was sluggish on the back of Southwest Airlines Co.'s ( NYSE:LUV ) recent earnings report. We have done some...
ナラティブ更新 • Oct 25

Industry Shifts And Margin Recovery Will Support Performance Through 2026 And Beyond

Southwest Airlines’ analyst price target has been raised from approximately $33.06 to $33.76. Analysts cite improved profit margin expectations and accelerating industry revenue growth as driving factors behind the update.
ナラティブ更新 • Oct 11

Expedia Channel And Premium Seating Will Boost Operational Efficiency

Southwest Airlines' analyst consensus price target has been revised upward by $0.55. Analysts highlight improvements in expected revenue growth and profit margins, supporting a cautiously optimistic outlook.
ナラティブ更新 • Sep 27

Expedia Channel And Premium Seating Will Boost Operational Efficiency

The consensus analyst price target for Southwest Airlines saw a slight upward revision to $32.51 as bullish analysts highlight stronger long-term profit expectations and industry consolidation benefits, while persistent near-term skepticism among others tempers enthusiasm. Analyst Commentary JPMorgan is bullish, citing above-consensus earnings estimates through 2026-2027 and expectations of outsized industry profit consolidation among stronger carriers like Southwest.
ナラティブ更新 • Sep 12

Expedia Channel And Premium Seating Will Boost Operational Efficiency

Both the consensus analyst price target and key financial metrics for Southwest Airlines have seen negligible changes, indicating continued stability in fundamentals, with the fair value price target edged slightly higher to $32.16. What's in the News Southwest is expanding routes aggressively for 2026, launching new destinations including Santa Rosa, CA; Knoxville, TN; St. Thomas (USVI); and St. Maarten, with additional routes and increased connections through Denver, Burbank, San Diego, and Baltimore.
分析記事 • Aug 28

Southwest Airlines (NYSE:LUV) Will Pay A Dividend Of $0.18

The board of Southwest Airlines Co. ( NYSE:LUV ) has announced that it will pay a dividend on the 24th of September...

業績と収益の成長予測

NYSE:LUV - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202835,3472,4588624,91016
12/31/202734,1772,4511,3574,76721
12/31/202632,9671,538413,64720
6/30/202630,073837-4062,528N/A
3/31/202628,884817-3762,400N/A
12/31/202528,063441-8311,842N/A
9/30/202527,551379-2752,024N/A
6/30/202527,472392-2971,851N/A
3/31/202527,582547-5631,426N/A
12/31/202427,483465-1,592462N/A
9/30/202427,376-48-1,927411N/A
6/30/202427,03178-1,748913N/A
3/31/202426,714393-7392,354N/A
12/31/202326,091465-3563,164N/A
9/30/202325,440497-8813,318N/A
6/30/202325,135581-1,4922,936N/A
3/31/202324,826658-1,0593,425N/A
12/31/202223,814539-1563,790N/A
9/30/202222,6938276933,458N/A
6/30/202221,1529968252,649N/A
3/31/202218,4325831,8182,748N/A
12/31/202115,7909771,8112,322N/A
9/30/202112,75211,0611,479N/A
6/30/20219,866-1,6026341,003N/A
3/31/20216,866-2,864-491-105N/A
12/31/20209,048-3,074-1,642-1,127N/A
9/30/202012,765-1,653-393293N/A
6/30/202016,6111631,4632,436N/A
3/31/202021,5131,819N/A2,505N/A
12/31/201922,4282,300N/A3,987N/A
9/30/201922,4022,441N/A4,152N/A
6/30/201922,3382,398N/A4,332N/A
3/31/201922,1702,389N/A4,996N/A
12/31/201821,9652,465N/A4,893N/A
9/30/201821,5193,558N/A4,467N/A
6/30/201821,2473,470N/A4,191N/A
3/31/201821,2363,481N/A3,306N/A
12/31/201721,1463,357N/A3,929N/A
9/30/201720,9632,132N/A4,075N/A
6/30/201720,8001,993N/A3,935N/A
3/31/201720,4532,070N/A4,302N/A
12/31/201620,2892,183N/A4,293N/A
9/30/201620,3272,258N/A3,908N/A
6/30/201620,3332,453N/A3,887N/A
3/31/201620,0602,241N/A3,402N/A
12/31/201519,6482,181N/A3,238N/A
9/30/201519,2991,835N/A3,118N/A

アナリストによる今後の成長予測

収入対貯蓄率: LUVの予測収益成長率 (年間21.7% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: LUVの収益 ( 21.7% ) はUS市場 ( 16.9% ) よりも速いペースで成長すると予測されています。

高成長収益: LUVの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: LUVの収益 ( 4.8% ) US市場 ( 12.9% ) よりも低い成長が予測されています。

高い収益成長: LUVの収益 ( 4.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: LUVの 自己資本利益率 は、3年後には高くなると予測されています ( 21.1 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/21 13:56
終値2026/08/21 00:00
収益2026/06/30
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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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

Southwest Airlines Co. 21 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。35

アナリスト機関
John StaszakArgus Research Company
Brandon OglenskiBarclays
Garrett ChaseBarclays