ALK - Alaska Air Group, Inc.

Alaska Air Group, Inc. (ALK) Q3 2026 Earnings Call Transcript

Alaska Air Group, Inc. ( ALK ) Q3 2026 Earnings Call October 21, 2026 11:30 AM EDT Company Participants Ryan St. John - Vice President of Finance, Planning & Investor Relations Benito Minicucci - President, CEO & Director and CEO of Alaska Airlines Andrew Harrison - Executive VP & Chief Commercial Officer of Alaska Airlines Inc Shane Tackett - CFO & President of Alaska Airlines Jason Berry - Executive VP & COO Conference Call Participants Michael Linenberg - Deutsche Bank AG, Research Division Ravi Shanker - Morgan Stanley, Research Division Jamie Baker - JPMorgan Chase & Co, Research Division John Godyn - Citigroup Inc., Research Division Savanthi Syth - Raymond James Ltd., Research Division Atul Maheswari - UBS Investment Bank, Research Division Duane Pfennigwerth - Evercore ISI Institutional Equities, Research Division Conor Cunningham - Melius Research LLC Catherine O'Brien - Goldman Sachs Group, Inc., Research Division Thomas Fitzgerald - TD Cowen, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to the Alaska Air Group 2026 Third Quarter Earnings Call.

Oct 21, 2026 12:14 PM • seekingalpha.com

Alaska Air: 3 Key Takeaways for Long-Term Investors

Diversified revenues reached 54% of total mix in the third quarter. Premium traffic grew 24.5% year over year.

Oct 21, 2026 10:40 AM • fool.com

Alaska Air Group Q3 Earnings Call Highlights

Alaska Air Group NYSE: ALK reported a third-quarter GAAP net loss of $147 million, or $1.32 per share, as elevated fuel costs weighed on profitability despite higher revenue and improving unit-revenue trends.

Oct 21, 2026 10:05 AM • marketbeat.com

ALK Q3 Earnings Beat on Strong Yields Despite Fuel Pressure

Alaska Air beats Q3 earnings estimates on strong yields and revenue growth, but surging fuel costs squeeze profits and weigh on its Q4 outlook.

Oct 21, 2026 06:16 AM • zacks.com

Alaska Air (ALK) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

While the top- and bottom-line numbers for Alaska Air (ALK) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Oct 20, 2026 04:01 PM • zacks.com

Alaska Air Group (ALK) Q3 Earnings Top Estimates

Alaska Air Group (ALK) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $1.05 per share a year ago.

Oct 20, 2026 03:30 PM • zacks.com

Alaska Air Group reports third quarter 2026 results

Reported loss per share of ($1.32), and adjusted earnings per share, excluding certain tax impacts, of $0.36 Announced intent to join the Atlantic and Pacific Joint International Businesses with one world and global partners New service to Osaka and Papeete expands Seattle's nonstop international network to 9 of 15 planned routes by 2030 SEATTLE, Oct. 20, 2026 /PRNewswire/ -- Alaska Air Group (NYSE: ALK) today reported financial results for the third quarter ending September 30, 2026. "At Investor Day, we laid out a clear strategy for building a stronger, more diversified business, and we're executing it: growing premium, international, cargo and Atmos Rewards, and investing in the guest experience," said Alaska Air Group CEO Ben Minicucci.

Oct 20, 2026 02:39 PM • prnewswire.com

Alaska Air Group Swings to Third-Quarter Loss on Fuel Costs

The airline reported a third-quarter loss of $147 million, as higher-than-expected fuel headwinds more than offset double-digit revenue growth.

Oct 20, 2026 01:58 PM • wsj.com

Alaska Air forecasts bigger-than-expected fourth-quarter loss on soaring fuel costs

Alaska Air forecasts bigger-than-expected fourth-quarter loss on soaring fuel costs

Oct 20, 2026 01:27 PM • reuters.com

Alaska Airlines and Hawaiian Airlines expand global network with new nonstop service connecting Seattle with Osaka and Papeete

SEATTLE, Oct. 20, 2026 Osaka, Japan and Papeete, Tahiti, French Polynesia, become the eighth and ninth long-haul intercontinental routes added to Alaska Airlines and Hawaiian Airlines' growing global network from Seattle and advance Alaska Accelerate, the company's mission to connect the Pacific Northwest with more destinations around the world. The combined airline will offer the only nonstop service between Seattle and Osaka and Papeete, with Hawaiian Airlines serving the routes beginning next spring.

Oct 20, 2026 04:00 AM • prnewswire.com

Alkane Drilling Confirms and Extends Gold-Antimony Mineral System at Nagambie, Victoria

PERTH, Western Australia, Oct. 19, 2026 (GLOBE NEWSWIRE) -- Alkane Resources Limited (ASX: ALK; TSX: ALK; OTCQX: ALKRY) (‘Alkane') is pleased to announce the initial exploration results from an earn-in period in which Alkane has agreed to initially spend a total of $12.5M on exploration and evaluation activities to earn a 60% interest in the Nagambie property over three years, with the right to move to 80% with further expenditure.1 Program Summary Drilling commenced at Nagambie in June 2026 targeting the north-south trending “C” vein orientation, which is interpreted to contain gold-antimony mineralisation. 3 holes (1,868m) have been drilled, logged and sampled at the time of this announcement.

Oct 19, 2026 03:30 PM • globenewswire.com

This Week's Tech Earnings Could Be a ‘Validation Moment' for the AI Trade

Earnings season rolls on this week, with reports from businesses ranging from air travel to consumer goods scheduled to be released in the coming days. But tech will take the spotlight.

Oct 19, 2026 08:06 AM • investopedia.com

Alaska Airlines names Amaresh Siva Chief Information Technology Officer

SEATTLE, Oct. 19, 2026 /PRNewswire/ -- Alaska Airlines, Inc. today announced that Amaresh Siva has been named Chief Information Technology Officer. Siva will begin next month and will report directly to CEO Ben Minicucci. He will also serve on the company's Executive Committee.

Oct 19, 2026 08:00 AM • prnewswire.com

Phase 3 trial in China successfully confirms ACARIZAX® safety and efficacy in patients with house dust mite allergy

Inside Information Phase 3 trial with ACARIZAX® in Chinese participants met the primary objective and showed efficacy in line with previous trials, after only 24-28 weeks of treatment. ACARIZAX® was shown to be safe and well-tolerated, consistent with data obtained in previous trials over the past 10+ years.

Oct 19, 2026 05:29 AM • globenewswire.com

Alaska Air Group (ALK) Beats Stock Market Upswing: What Investors Need to Know

In the most recent trading session, Alaska Air Group (ALK) closed at $36.5, indicating a +2.16% shift from the previous trading day.

Oct 15, 2026 03:01 PM • zacks.com

Countdown to Alaska Air (ALK) Q3 Earnings: Wall Street Forecasts for Key Metrics

Get a deeper insight into the potential performance of Alaska Air (ALK) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Oct 15, 2026 06:21 AM • zacks.com

Alaska Airlines and Hawaiian Airlines to introduce new chef-curated menus and premium wine program for international Suites guests

New menus by Chefs Brady Ishiwata Williams and Dell Valdez showcase destination-inspired cuisine with regional influences Updated premium wine selections are thoughtfully paired to complement each menu Hawai'i Chef Keaka Lee to design select Hawaiian Airlines domestic First Class flights menus SEATTLE and HONOLULU, Oct. 15, 2026 /PRNewswire/ -- Alaska Airlines and Hawaiian Airlines this month unveiled refreshed international Suites menus on flights to Asia, Europe and Oceania, featuring regionally inspired dishes that immerse guests in the flavors of their destination before arrival. As part of the updated Suites dining experience, the airlines are building on their collaborations with award-winning chefs Brady Ishiwata Williams and Dell Valdez, whose restaurant-quality menus showcase premium, locally sourced ingredients.

Oct 15, 2026 04:00 AM • prnewswire.com

Deep Drilling Intersects Epithermal Mineralisation 1 km Below Proprietary Pit at Peak Hill

PERTH, Australia, Oct. 14, 2026 (GLOBE NEWSWIRE) -- Alkane Resources Limited (ASX: ALK, TSX: ALK, OTCQX: ALKRY) (‘Alkane') is pleased to announce the latest exploration results at its Peak Hill Gold Project (Peak Hill) in New South Wales. Summary Alkane was awarded an NSW Critical Minerals exploration grant of $165,000 to explore for a copper-gold porphyry at Peak Hill.

Oct 14, 2026 04:58 PM • globenewswire.com

Alaska Air Group to Report Q3 Earnings: What's in the Offing?

ALK gears up for Q3 earnings with revenue growth expected from strong passenger demand, but high fuel costs, inflation and geopolitical risks cloud its outlook.

Oct 13, 2026 07:51 AM • zacks.com

Analysts Estimate Alaska Air Group (ALK) to Report a Decline in Earnings: What to Look Out for

Alaska Air (ALK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Oct 13, 2026 07:06 AM • zacks.com

Alaska Air price target lowered to $42 from $50 at BMO Capital

$42.00 (was $34.80)

BMO Capital

Oct 22, 2026 09:28 AM • TheFly

Alaska Air price target lowered to $52 from $59 at Goldman Sachs

$52.00 (was $33.54)

Catherine O'Brien · Goldman Sachs

Oct 22, 2026 07:13 AM • TheFly

Alaska Air price target lowered to $51 from $54 at UBS

$51.00 (was $36.50)

Atul Maheswari · UBS

Oct 16, 2026 07:50 AM • TheFly

Alaska Air price target lowered to $50 from $55 at Susquehanna

$50.00 (was $39.89)

Susquehanna

Oct 07, 2026 07:01 AM • TheFly

Alaska Air price target lowered to $50 from $62.50 at BMO Capital

$50.00 (was $40.94)

BMO Capital

Sep 28, 2026 07:20 AM • TheFly

Alaska Air price target lowered to $52 from $65 at Barclays

$52.00 (was $40.11)

Barclays

Sep 11, 2026 05:26 AM • TheFly

Alaska Air price target lowered to $52 from $56 at UBS

$52.00 (was $40.36)

UBS

Sep 10, 2026 07:41 AM • TheFly

Alaska Air price target lowered to $52 from $60 at Raymond James

$52.00 (was $41.44)

Savanthi Syth · Raymond James

Aug 24, 2026 09:24 AM • TheFly

Alaska Air price target lowered to $46 from $59 at TD Cowen

$46.00 (was $40.41)

Tom Fitzgerald · Cantor Fitzgerald

Aug 24, 2026 07:53 AM • TheFly

Alaska Air price target lowered to $65 from $70 at Barclays

$65.00 (was $45.46)

Barclays

Jul 22, 2026 05:13 AM • TheFly

Alaska Air price target raised to $69 from $58 at Goldman Sachs

$69.00 (was $51.25)

Catherine O'Brien · Goldman Sachs

Jul 02, 2026 05:16 AM • TheFly

Alaska Air price target raised to $62 from $56 at UBS

$62.00 (was $48.80)

Atul Maheswari · UBS

Jun 23, 2026 07:33 AM • TheFly

Alaska Air price target raised to $56 from $54 at UBS

$56.00 (was $43.36)

UBS

May 26, 2026 08:57 AM • TheFly

Alaska Air price target lowered to $60 from $65 at Evercore ISI

$60.00 (was $46.62)

Evercore ISI

Apr 17, 2026 09:02 AM • TheFly

Alaska Air price target lowered to $54 from $63 at TD Cowen

$54.00 (was $43.26)

Tom Fitzgerald · Cantor Fitzgerald

Mar 09, 2026 08:56 AM • TheFly

Alaska Air price target lowered to $63 from $64 at TD Cowen

$63.00 (was $50.58)

Tom Fitzgerald · Cantor Fitzgerald

Jan 30, 2026 09:07 AM • TheFly

Alaska Air price target raised to $70 from $60 at Barclays

$70.00 (was $49.98)

Barclays

Jan 12, 2026 07:10 AM • TheFly

Alaska Air price target raised to $70 from $52 at Susquehanna

$70.00 (was $50.04)

Susquehanna

Jan 09, 2026 08:47 AM • TheFly

Alaska Air price target raised to $71 from $65 at Raymond James

$71.00 (was $51.87)

Raymond James

Dec 19, 2025 05:27 AM • TheFly

Alaska Air price target lowered to $77 from $83 at UBS

$77.00 (was $52.57)

UBS

Dec 12, 2025 05:42 AM • TheFly