SKYWEST INC — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
SkyWest reported Q3 2026 net income of $120 million ($3.08 diluted EPS), up from $116 million ($2.81 EPS) in Q3 2025. Revenue grew 6.4% to $1.12 billion; operating expenses rose 7.4% to $941 million, pressured by higher fuel costs partially offset by a beneficial E175 fleet useful-life extension from 25 to 30 years. The company took delivery of four E175 aircraft in Q3 and plans 69 total E175 deliveries through 2031 (13 in 2026, 18 in 2027, 10 in 2028, 28 thereafter), with over 300 E175s in fleet by end of 2027. Cash declined $138 million to $569 million; total debt flat at $2.4 billion; company repurchased 738,000 shares for $75 million.
Why this rating
Solid earnings growth and production increases, but offset by cash burn, fuel headwinds, and modest revenue growth relative to $4.2B market cap. Fleet capex heavy; routine quarterly update.
See more from October 29, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.