SkyWest Inc. (SKYW) stock falls on Q4 2025 Earnings

SkyWest Inc. (SKYW) reported fourth-quarter 2025 revenue of $1.02 billion, an increase of 8.48% year‑over‑year and above consensus of $1.01 billion.

Gross profit: $307.5 million (-2.26% YoY)

Operating profit: $134.2 million (-6.86% YoY)

Net income attributable to common shareholders: $91.2 million (-6.39% YoY)

Diluted earnings per share: $2.21 (-5.15% YoY), versus estimate $2.18

Cash from operating activities strengthened to $280.8 million, up 51.04% year‑over‑year. Purchases of property, plant and equipment were $122.3 million (down 24.99% YoY). Cash and cash equivalents declined 80.42% to $44.5 million, while total liabilities were $4.64 billion (-1.93% YoY).

Revenue topped estimates, but margins were pressured by higher cost of sales, which rose 13.85% to $717 million.

Operating and net income fell despite top‑line growth.

Operating cash flow improved significantly, supporting capital spending and balance‑sheet needs.

Shares moved lower after the release, down 5.98% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

SkyWest Inc. Insider Trading Activity

SkyWest Inc. insiders have traded $SKYW stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $SKYW stock by insiders over the last 6 months:

RUSSELL A CHILDS (PRESIDENT & CEO) sold 26,000 shares for an estimated $3,017,651
JAMES L WELCH sold 10,000 shares for an estimated $1,160,888
MEREDITH SIEGFRIED MADDEN sold 4,725 shares for an estimated $503,413
GREG WOOLEY (EXEC VP OPERATIONS) sold 2,000 shares for an estimated $233,660

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

SkyWest Inc. Hedge Fund Activity

We have seen 196 institutional investors add shares of SkyWest Inc. stock to their portfolio, and 189 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC added 794,555 shares (+82.5%) to their portfolio in Q3 2025, for an estimated $79,948,124
CITADEL ADVISORS LLC removed 656,782 shares (-93.3%) from their portfolio in Q3 2025, for an estimated $66,085,404
FULLER & THALER ASSET MANAGEMENT, INC. added 481,542 shares (+107.5%) to their portfolio in Q3 2025, for an estimated $48,452,756
GOLDMAN SACHS GROUP INC added 331,545 shares (+65.0%) to their portfolio in Q3 2025, for an estimated $33,360,057
BALYASNY ASSET MANAGEMENT L.P. removed 260,251 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $26,186,455
INVESCO LTD. removed 173,871 shares (-30.3%) from their portfolio in Q3 2025, for an estimated $17,494,900
ALLIANZ ASSET MANAGEMENT GMBH added 171,704 shares (+214.5%) to their portfolio in Q3 2025, for an estimated $17,276,856

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

SkyWest Inc. Analyst Ratings

Wall Street analysts have issued reports on $SKYW in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Raymond James issued a "Strong Buy" rating on 10/01/2025

To track analyst ratings and price targets for SkyWest Inc., check out Quiver Quantitative's $SKYW forecast page.

SkyWest Inc. Price Targets

Multiple analysts have issued price targets for $SKYW recently. We have seen 2 analysts offer price targets for $SKYW in the last 6 months, with a median target of $126.0.

Here are some recent targets:

John Godyn from Citigroup set a target price of $112.0 on 12/04/2025
Savanthi Syth from Raymond James set a target price of $140.0 on 10/01/2025