Azul S.A.

OTCPK:AZUL.D Stock Report

Market Cap: US$6.7m

Azul Management

Management criteria checks 1/4

We currently do not have sufficient information about the CEO.

Key information

John Rodgerson

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenure13yrs
CEO ownershipn/a
Management average tenure9.9yrs
Board average tenure2.9yrs

Recent management updates

Recent updates

Azul: It Looked Like Rock Bottom, But There Was Another Level Down (Rating Downgrade)

May 23

Azul Confirmed 85% Dilution But Might Still Not Cover Interest, A Clear Pass

Feb 25

Azul's Restructuring Misses Key Details And May Come With Massive Dilution

Jan 23

Azul: I Was Wrong, From Strong Buy To Sell (Rating Downgrade)

Dec 03

Azul's Pressures Are Mounting Despite Government Support

Sep 20

Azul: FX Challenges And Debt Restructuring Concerns Make It A Stock To Avoid

Sep 04

Azul: Pricing Power Provides Inflexion Point

Aug 10

Azul: Preparing For Takeoff

Jun 14

Azul Is Still A Hold Despite The Lower Price And Gol's Bankruptcy

Apr 04

Fundamentals Do Not Justify Azul's Discount To Gol

Nov 29

Azul Stock: Still A Strong Buy But Watch Oil Prices And Macroeconomics

Nov 16

Azul Stock Offers Major Upside

Aug 31

How To Play Azul's 2024 Bonds At A 16% Yield To Maturity

Jun 20

Azul Is Below Prepandemic Prices, But Still Expensive

Jan 24

Azul: The Cash Burn Continues

Dec 14

Azul Q3 2022 Earnings Preview

Nov 09

Azul Airlines partners with Israel's Fetcherr for demand-pricing algorithm

Sep 29

Azul Airlines: Ready For Takeoff Following Impressive Q2 Results

Aug 25

Azul saw 34% growth in July consolidated passenger traffic levels

Aug 08

Azul hits price target cut at Goldman Sachs as stock crashes to new 12-month low

Jul 05

Azul: Bullish On The Future

May 09

Azul: Impressive Revenue Offset By Higher Fuel Prices

Mar 07

Azul Is Not A Buy Until Major Consolidation Occurs

Dec 22

Azul Looks Overvalued Based On Fundamentals

Sep 28

CEO

John Rodgerson (49 yo)

13yrs
Tenure

Mr. John Peter Rodgerson has been Chief Executive Officer of Azul S.A since July 24, 2017 and has been its Member of Board of Executive Officers since January 17, 2013. Mr. Rodgerson served as Investors Re...

Leadership Team

NamePositionTenureCompensationOwnership
John Rodgerson
CEO & Member of Board of Executive Officers13yrsno datano data
Alexandre Malfitani
CFO, Investor Relations Officer & Member of Board of Executive Officers8.5yrsno datano data
Abhi Shah
Chief Revenue Officer & Member of Board of Executive Officers11.3yrsno datano data
Daniel Tkacz
Chief Technical Officer & Member of Board of Executive Officers1yrno datano data
Jason Ward
Vice President of People & Customersno datano datano data
9.9yrs
Average Tenure
48yo
Average Age

Experienced Management: AZUL.D's management team is seasoned and experienced (9.9 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
David Neeleman
Chairman of the Board18yrsno data2.85%
$ 191.0k
Sérgio de Salles Pinto
Independent Vice Chairman of the Board of Directors17.8yrsno datano data
José Mario dos Santos
Independent Member of the Board of Directors13.4yrsno data0.28%
$ 19.0k
Renê Santiago Santos
Member of Fiscal Council2.8yrsno datano data
Gilberto De Almeida Peralta
Independent Member of the Board of Directors7.4yrsno datano data
Patrick Quayle
Independent Member of the Board of Directors4.8yrsno datano data
Renata Faber Ribeiro
Independent Member of the Board of Directors3.1yrsno datano data
Daniella Consentino
Independent Member of the Board of Directors2.3yrsno datano data
Jonathan Zinman
Independent Directorless than a yearno datano data
Linneu de Mello
Member of Fiscal Councilless than a yearno datano data
Marcio Berstecher
Member of Fiscal Councilless than a yearno datano data
James Grant
Independent Memberless than a yearno datano data
2.9yrs
Average Tenure
54yo
Average Age

Experienced Board: AZUL.D's board of directors are not considered experienced ( 2.9 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/14 09:08
End of Day Share Price 2026/01/02 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Azul S.A. is covered by 8 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Victor MizusakiBradesco S.A. Corretora de Títulos e Valores Mobiliários
Andre FerreiraBradesco S.A. Corretora de Títulos e Valores Mobiliários
Carlos Palhares SequeiraBTG Pactual