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Southwest Airlines Co.

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Southwest Airlines: A $900 Million Fuel Bill Is Hiding A Different Company

Seeking Alpha · Tue, 22 Sep 2026 04:31:23 -0400

Southwest Airlines is rated a buy with 15–20% upside, driven by a commercial overhaul yielding record unit revenue and a resilient profit mix. LUV's transformation into a merchandised airline, with new fare ladders and ancillary products, has produced 20% adjusted unit revenue growth on flat capacity. Despite a $900M fuel headwind, LUV expanded operating income 27% and operating margin, leveraging its investment-grade balance sheet and disciplined capacity management.

Airline Stocks Unbothered by Ground Stop Delays: UAL Up 5%

Benzinga · Mon, 21 Sep 2026 16:42:43 -0400

A failed telecom circuit at a single Philadelphia air-traffic facility shut down every major airport in the New York City area for hours on Monday, snarling more than 1,000 flights as 130 world leaders flew in for the United Nations General Assembly, according to Reuters.

Southwest Airlines: Buy The Transformation Despite The Oil Shock

Seeking Alpha · Sun, 20 Sep 2026 05:09:05 -0400

Southwest Airlines maintains a buy rating, driven by successful commercial transformation and robust demand, despite higher fuel costs limiting near-term upside. LUV's assigned seating, extra legroom, and bag fees are projected to generate over $2 billion EBIT in 2026, with further gains expected in 2027. EBITDA is forecasted to rise from $2.1 billion in 2025 to $5.0 billion in 2028, but free cash flow is constrained by elevated CapEx and transformation costs.

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