“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 ↗
SkyWest, Inc.
SKYW
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- 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
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?
- 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.
- Credit and interest rates has repeated adverse evidence across 4 filings.
- 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.
Price as of Sep 11, 2026
96.03Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
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 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.