Feed / SKYW

SkyWest, Inc.

SKYW

Industrials · 96.03 +0.4% today

Participation confirmed · construction unavailableMarket checked 11 Sept, 15:55 GMT-4

Market read

SkyWest, Inc.'s move is being confirmed by its market group.

No new filing conclusion is available. 5 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Company+0.4% todayVolume comparison unavailable
Market group5 of 37 activeAirline Operators · inactive
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 25 of 37 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ULCC begins moving with the group.

Invalidation: The live read weakens if participation falls to 12 of 37 members or fewer.

Watch this read

Research brief

The story so far

Industrials · Airlines

No new filing conclusion is available. 5 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 25 of 37 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ULCC begins moving with the group.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements151
Verified relationships6
Evidence supporting the case
  • Latest annual revenue changed +15.0% year over year.
  • Operating margin changed +1.2 percentage points in the latest annual period.
  • Net margin changed +1.4 percentage points in the latest annual period.
  • Operating cash flow covered net income at 2.20x in the latest annual period.
  • Energy and commodity prices has repeated favorable evidence across 4 filings.
  • Input and raw-material costs has repeated favorable evidence across 4 filings.
  • Labor availability and costs has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 4 filings.
Questions before a position
  • P/E is 81% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 75% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

96.03
6m+7.3%12m-11.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.7B+27.6%$2.20+1.1%
2022-12-31$3.0B+10.7%$1.44-0.2%
2023-12-31$2.9B-2.3%$0.77-11.9%
2024-12-31$3.5B+20.2%$7.77-6.8%
2025-12-31$4.1B+15.0%$10.35-0.3%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 4 filings
SkyWest Airlines and SWC’s interest expense increased $0.3 million, or 5.3%, for the six months ended June 30, 2026, compared to the six months ended June 30, 2025, primarily due to higher interest rates on new debt for engine financings since June 30, 2025.
10-Q · Jul 24, 2026
Energy and commodity pricespositive · 4 filings
36 Table of Contents SkyWest Airlines and SWC’s other segment items increased $83.4 million, or 32.2%, for the six months ended June 30, 2026, compared to the six months ended June 30, 2025, primarily related to an increase in fuel costs of $47.5 million, inc…
10-Q · Jul 24, 2026
Input and raw-material costspositive · 4 filings
SkyWest Airlines and SWC’s salaries, wages and benefits expense increased $36.6 million, or 9.4%, for the three months ended June 30, 2026, compared to the three months ended June 30, 2025, primarily due to an increase in direct labor costs that resulted from…
10-Q · Jul 24, 2026
Labor availability and costspositive · 4 filings
SkyWest Airlines and SWC’s salaries, wages and benefits expense increased $36.6 million, or 9.4%, for the three months ended June 30, 2026, compared to the three months ended June 30, 2025, primarily due to an increase in direct labor costs that resulted from…
10-Q · Jul 24, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.0× · EV/sales 1.4×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

96.03+0.4% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 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 SKYW. 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 SKYW. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SKYW

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

EMBJEmbraer S.A.supplierApr 24, 2026

Purchase Commitments and Options As of March 31, 2026, we had a firm purchase commitment for 68 new E175 aircraft from Embraer with delivery dates anticipated into 2032.

ALGTAllegiant Travel CompanycompetitorFeb 17, 2026

Low-cost carriers, such as Southwest Airlines Co.

Depended on by

ALKAlaska Air Group, Inc.partnerFeb 12, 2026

Third-party regional carrier expense On a pro forma basis, third-party regional carrier expense, which represents payments made to SkyWest under the CPA with Alaska, increased $29 million, or 12%, driven by incremental departures and block hours operated by S…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SKYW is currently a Early Follower in the organic co-movement group Airline Operators. 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.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.