“Interest expense, net Three Months Ended March 31, 2026 2025 Change (Amounts in thousands) Interest expense, net $ 122,963 $ 109,790 $ 13,173 12 % Interest expense increased $13 million, or 12%, during the three months ended March 31, 2026 compared to the sam…”10-Q · May 7, 2026 ↗
Sabre Corporation
SABR
Market read
Sabre Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
- SABR's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if SABR's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- SABR'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 +1.9 percentage points in the latest annual period.
- Net margin changed +29.1 percentage points in the latest annual period.
- Diluted shares increased 2.1% in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 4 filings.
- Restructuring and cost reductions has repeated adverse evidence across 4 filings.
- Demand and volume has repeated adverse evidence across 3 filings.
- P/E is 95% below the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 31% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
2.14Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The $70 million decrease in operating cash flow from the same period in the prior year was primarily due to a $67 million increase in interest payments in connection with our debt, $19 million of severance payments made in connection with the inflation offset…”10-Q · May 7, 2026 ↗
“We recognize air-related revenue at the date of booking, and because customers generally book their November and December holiday leisure-related travel earlier in the year and business-related travel declines during the holiday season, revenue resulting from…”10-K · Feb 18, 2026 ↗
“Other, net Year Ended December 31, 2024 2023 Change (Amounts in thousands) Other, net $ 20,628 $ (13,017) $ 33,645 (258) % 34 Other, net increased $34 million for the year ended December 31, 2024 compared to the same period in the prior year primarily due to…”10-K · Feb 18, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.3× · EV/sales 1.5×. 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 10 Sept, 15:55 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 SABR. 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 SABR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind SABR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
GBTGGlobal Business Travel Group, Inc.investeeNov 5, 2025 ▾
“18 Investment in securities— In May 2022, we acquired 8 million shares of Class A Common Stock, par value of $ 0.0001 per share, of Global Business Travel Group, Inc.”
Depended on by
AALAmerican Airlines Group Inc.distributorFeb 18, 2026 ▾
“While our priority is to migrate an increasing portion of our customers to our modern, direct distribution channels in lieu of third party channels, we continue to rely on third-party distribution channels, including those provided by or through global distri…”
Filing peers
Companies whose filings use similar operating language.
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
SABR is currently a Leader in the organic co-movement group Transportation Marketplaces. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 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 SABR; 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.