"We are providing EPS guidance that represents the lower end of our internal forecast."
"On Tuesday, we operated more than 3,200 flights as a different airline while continuing to deliver our usual high-quality operation."
"[...] you're like, 'What seat am I? Oh, I want to change my seat; I will pay more.' We see the fuller the flight, the higher the ancillary benefit."
Southwest Airlines surged 22.99% year-to-date through February 12, 2026, outperforming peers. Fourth-quarter revenue reached $7.44 billion, up 7.4% year-over-year, and operating income rose 40.65% to $391 million with EPS of $0.58. Management guided 2026 adjusted EPS of at least $4.00, up sharply from $0.93 in 2025, and characterized the target as conservative. A 2025 business-model overhaul introduced assigned seating, bag fees, basic-economy fares, and premium seat options after converting over 800 aircraft. Management expects first-quarter RASM to increase at least 9.5% year-over-year, and Wall Street projects $4.19 for 2026 and $4.75 for 2027.
Read at 24/7 Wall St.
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