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Dec 31, 2025
Volaris Q4 2025 Earnings Report
Volaris reported higher fourth quarter 2025 revenues with significantly lower profitability year-over-year.
Key Takeaways
Volaris generated total operating revenues of 882000000 in Q4 2025, up 5.6%, while net income declined to 4000000 from 46000000 in the prior year, reflecting higher operating expenses and margin compression.
Total operating revenues increased 5.6% to 882000000.
Operating income declined to 100000000 from 117000000 year-over-year.
Net income fell to 4000000 compared to 46000000 in Q4 2024.
EBITDAR remained relatively stable at 328000000 with a 37.2% margin.
Forward Guidance
For full year 2026, Volaris expects approximately 7% ASM growth, an EBITDAR margin of around 33%, CAPEX of approximately 350000000, an average USD/MXN rate of about 17.70, and average U.S. Gulf Coast jet fuel prices between 2.10 and 2.20 per gallon.
Positive Outlook
- Expected ASM growth of approximately 7% in 2026.
- Projected EBITDAR margin of approximately 33%.
- Reduction in grounded aircraft expected by year-end 2026.
- Strategic focus on cross-border market capacity deployment.
- Compensation expected from GTF engine inspections.
Challenges Ahead
- Temporary unit cost pressure from maintenance and redelivery accruals.
- Exposure to fuel price volatility.
- Macroeconomic and geopolitical uncertainty.
- Margin compression compared to prior year.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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