“The increase was primarily driven by strong leisure demand, which resulted in a 19.8 percent increase in average scheduled service base fare and a 3.9 percentage point improvement in scheduled service load factor, on a 5.9 percent decrease in scheduled servic…”10-Q · May 6, 2026 ↗
Allegiant Travel Company
ALGT
Market read
No connected market move is active around Allegiant Travel Company.
No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
- ALGT's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if ALGT's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- ALGT's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating margin changed +12.4 percentage points in the latest annual period.
- Net margin changed +8.9 percentage points in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 3 filings.
- EV/sales is 74% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 30, 2026
75.88Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Our 2025 organizational restructuring initiatives resulted in a decrease of 6.5 percent in the number of full-time equivalent employees, the savings from which were offset by increases in flight crew wages resulting from increases in average tenure.”10-Q · May 6, 2026 ↗
“The decrease was primarily driven by an $8.1 million reduction in interest expense, reflecting lower average outstanding debt balances and lower variable interest rates year over year.”10-Q · May 6, 2026 ↗
“In second quarter 2025, the Company recorded $ 12.1 million of special charges related to corporate restructuring efforts taken in response to softness in air travel demand due to heightened macroeconomic uncertainty.”10-K · Feb 26, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.6× · EV/sales 1.2×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:25 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for ALGT. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for ALGT. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind ALGT
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
BAThe Boeing CompanysupplierMay 6, 2026 ▾
“Due to the heavy maintenance needs on certain aging Airbus airframes and capacity constraints at the maintenance, repair, and overhaul contractors, we identified aging airframes for early retirement to coincide with the delivery schedule for our 737 MAX aircr…”
PYPLPayPal Holdings, Inc.customerNov 6, 2025 ▾
“We have made strategic efforts throughout the year to manage card processing fees, including adding PayPal as a payment option for our customers, and discontinuing the use of certain high-fee credit card processors for our buy-on-board transactions.”
Depended on by
SKYWSkyWest, Inc.competitorFeb 17, 2026 ▾
“Low-cost carriers, such as Southwest Airlines Co.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ALGT is currently a Follower in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for ALGT; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.