Southwest Airlines Co.

NYSE:LUV Stok Raporu

Piyasa değeri: US$22.3b

Southwest Airlines Gelecekteki Büyüme

Future kriter kontrolleri 4/6

Southwest Airlines kazanç ve gelirin sırasıyla yıllık 21.4% ve 4.7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 26% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 21.1% olacağı tahmin edilmektedir.

Anahtar bilgiler

21.4%

Kazanç büyüme oranı

25.95%

EPS büyüme oranı

Airlines kazanç büyümesi22.0%
Gelir büyüme oranı4.7%
Gelecekteki özkaynak getirisi21.08%
Analist kapsamı

Good

Son güncelleme28 Jul 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...

Kazanç ve Gelir Büyüme Tahminleri

NYSE:LUV - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202835,2322,4411,0084,86716
12/31/202734,0812,4751,2174,70521
12/31/202632,9401,565893,55320
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: LUV 'nin tahmini kazanç büyümesi (yıllık 21.4% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: LUV şirketinin kazançlarının (yıllık 21.4% ) US pazarından (yıllık 16.7% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: LUV şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: LUV şirketinin gelirinin (yıllık 4.7% ) US pazarından (yıllık 12.4% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: LUV şirketinin gelirinin (yıllık 4.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: LUV 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 21.1 %)


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/31 23:55
Gün Sonu Hisse Fiyatı2026/07/31 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Southwest Airlines Co. 35 Bu analistlerden 21, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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