Southwest Airlines Co.

NYSE:LUV 株式レポート

時価総額：US$19.9b

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22.6%と4.9%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23% 26.1%なると予測されています。

主要情報

22.6%

収益成長率

26.14%

EPS成長率

Airlines 収益成長14.5%
収益成長率4.9%
将来の株主資本利益率22.99%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
Seeking Alpha • Apr 24

Southwest Airlines: Braced For Fuel Shocks, Not Priced For Them

Summary Southwest Airlines Co. faces headwinds from sustained high oil prices driven by geopolitical conflict, pressuring margins and necessitating fare hikes. LUV’s balance sheet remains robust, with over $3B in cash and manageable debt, offering resilience compared to weaker peers. Management aims to offset fuel costs with ticket price increases, but has not updated guidance, reflecting uncertainty about demand elasticity and war duration. I view LUV as fairly valued near $38 and would only consider buying below $29.09 per share, given cyclical risks and limited near-term upside. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
分析記事 • Aug 14

Southwest Airlines' (NYSE:LUV) Dividend Will Be $0.18

Southwest Airlines Co. ( NYSE:LUV ) will pay a dividend of $0.18 on the 24th of September. This payment means that the...
分析記事 • Jul 11

Southwest Airlines' (NYSE:LUV) Returns On Capital Not Reflecting Well On The Business

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
分析記事 • Jun 11

Southwest Airlines' (NYSE:LUV) Dividend Will Be $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...
Seeking Alpha • Mar 25

Southwest Airlines Is Delivering For Investors Again

Summary Southwest Airlines is undergoing significant changes, including product reconfiguration, charging for more checked bags, and adding red-eye flights to boost revenue and schedule competitiveness. Operational reliability is strong, and the company expects $1.5 billion in EBIT improvements by 2025, despite employee and customer adaptation challenges. Southwest's strong balance sheet and Boeing 737 MAX order book are key assets, with potential cost savings from ending fuel hedging and fleet modernization. Read the full article on Seeking Alpha
Seeking Alpha • Feb 28

The Southwest Turnaround: An Attractive Capacity Growth Plan Clouded By Capex Uncertainty

Summary Elliott Investment Management called for a significant overhaul at Southwest in 2024, including leadership changes and a comprehensive business review, prompting a transformation plan. Southwest's turnaround plan focuses on boosting revenues, improving fleet utilization, and optimizing capital allocation, targeting $4bn in additional EBIT and $1bn in FCF by FY27. The feasibility of Southwest's capacity growth plans is supported by tangible initiatives, but cost management, particularly capex, remains a critical and uncertain factor. While Southwest's potential for value creation is evident, the heavy reliance on uncertain capex reductions makes it challenging to adopt a bullish stance without further clarity. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

Southwest Airlines Could Fly High On Demand Growth, But Needs To Improve Margins

Summary Southwest Airlines gets its prior hold rating from 2023 reaffirmed. Key positive factors are expected air travel growth in 2025, new global airline partnerships, an investment-grade credit rating, and low debt. Its gross and net income margins could use improvement compared to peers, as well as its dividend growth trend. Although it is trading near its moving average and undervalued vs its sector, it remains overvalued on fwd P/E vs key airline peers. Over-reliance on a Boeing fleet lacks fleet diversification and can have business impact in the event of further Boeing aircraft issues. Read the full article on Seeking Alpha

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
12/31/202834,6672,3131,0294,56614
12/31/202733,6732,1071,3754,32621
12/31/202632,7031,303243,25621
3/31/202628,884817-3762,400N/A
12/31/202528,063441-8311,842N/A
9/30/202527,551379-2502,024N/A
6/30/202527,472392-2721,851N/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
3/31/202021,5131,8191,4142,505N/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
6/30/201518,9521,580N/A2,523N/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22.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: LUVの収益 ( 22.6% ) はUS市場 ( 16.8% ) 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 ( 4.9% ) US市場 ( 11.7% ) 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 ( 4.9% ) 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 ( 23 %)

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2026/05/22 04:40
終値2026/05/22 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や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

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。38

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