REPUBLIC AIRWAYS HOLDINGS INC (RJET)
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-11-05
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-11-05
Research Workspace
Put RJET beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Recent financial performance slipped notably this past month, though still top-half.
View ThesisRevenue growth is accelerating — up about 215% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 38% in its worst 12-month stretch.
View RiskRJET's 34% revenue growth must keep compounding to justify the price. The company raised its 2026 adjusted EBITDAR guidance to $410 million. It also added five aircraft for American Airlines. The stock trades at 8x earnings versus a 23x peer median. This discount reflects modest expectations for future growth. Our model puts the next-quarter miss probability near 58%. Recent financial performance slipped notably this past month. Peer multiples imply a price about 68% above where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-05. RJET is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
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Compare RJET with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RJET Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-11-05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Passenger Airlines — fair value, gap to price, and forward P/E.
Compare the value case
Put RJET next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Achieve approximately $2.1 billion revenue in 2026
Reported Q3 revenue growth and raised guidance support the 2026 revenue objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Complete merger integration with Mesa Air Group
2026 EBITDAR forecast and reported Mesa integration progress support integration, though revenue and cost targets remain unconfirmed.

Advances: Achieve approximately $2.1 billion revenue in 2026
Reportedly raises 2026 outlook, supporting revenue growth despite the stock's premarket decline.

Advances: Achieve $2.0 billion revenue in 2026
Strong revenue growth supports $2 billion target for 2026.

Advances: Achieve $2.0 billion revenue in 2026
Earnings call details align with growth objectives.

Advances: Achieve $2.0 billion revenue in 2026
Raised outlook supports revenue growth objective.
