Surf Air Mobility Inc (SRFM)
NYSEIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-11-05
$0.69-6.73%
Close 2026-11-05 · 1-day change
NYSEIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · SRFM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We are now in the Expansion Phase of our Transformation Plan, and we made progress on each of its priorities: commercializing SurfOS, scaling Surf On Demand, and expanding airline profitability.
Stated in 3 of 3 supplied quarters. Management reported: “We are now in the Expansion Phase of our Transformation Plan, and we made progress on each of its priorities: commercializing SurfOS, scaling Surf On Demand, and expanding airline profitability.” “Full Year 2026 ● Revenue in the range of $128 million to $138 million, representing a 20% to 30% increase compared to 2025.” Revenue was $36.456 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We are now in the Expansion Phase of our Transformation Plan, and we made progress on each of its priorities: commercializing SurfOS, scaling Surf On Demand, and expanding airline profitability.”
“Full Year 2026 ● Revenue in the range of $128 million to $138 million, representing a 20% to 30% increase compared to 2025.”
“Exhibit 99.1 Surf Air Mobility Reports First Quarter 2026 Financial Results, Outperforming Adjusted EBITDA Guidance First Quarter Revenue of $25.6 Million, At the High End of the Guidance Range of $2…”
Our priority is to maximize long-term shareholder value by investing in our most profitable and fastest-growing businesses, while continuing to narrow our Adjusted EBITDA loss, improving free cash fl…
Stated in 3 of 3 supplied quarters. Management reported: “Our priority is to maximize long-term shareholder value by investing in our most profitable and fastest-growing businesses, while continuing to narrow our Adjusted EBITDA loss, improving free cash flow conversion, and funding growth from a stronger balance sheet."” “● Adjusted EBITDA loss in the range of $30 million to $25 million, an approximate 40% improvement from prior guidance of a $50 million to $40 million loss.” Operating income was $-15.962 million in 2026-Q3.
“Our priority is to maximize long-term shareholder value by investing in our most profitable and fastest-growing businesses, while continuing to narrow our Adjusted EBITDA loss, improving free cash fl…”
“● Adjusted EBITDA loss in the range of $30 million to $25 million, an approximate 40% improvement from prior guidance of a $50 million to $40 million loss.”
“Exhibit 99.1 Surf Air Mobility Reports First Quarter 2026 Financial Results, Outperforming Adjusted EBITDA Guidance First Quarter Revenue of $25.6 Million, At the High End of the Guidance Range of $2…”
We are now in the Expansion Phase of our Transformation Plan, and we made progress on each of its priorities: commercializing SurfOS, scaling Surf On Demand, and expanding airline profitability.
Stated in 3 of 3 supplied quarters. Management reported: “We are now in the Expansion Phase of our Transformation Plan, and we made progress on each of its priorities: commercializing SurfOS, scaling Surf On Demand, and expanding airline profitability.” “● Finalized plans to commercially launch OperatorOS and OwnerOS in the fourth quarter of 2026.”
“We are now in the Expansion Phase of our Transformation Plan, and we made progress on each of its priorities: commercializing SurfOS, scaling Surf On Demand, and expanding airline profitability.”
“● Finalized plans to commercially launch OperatorOS and OwnerOS in the fourth quarter of 2026.”
“SurfOS Software ● BrokerOS generated revenue in Q1 2026 via a take rate across On Demand private charter bookings ● AI-assisted development and Palantir's Foundry and AIP are reducing SurfOS developm…”
Our priority is to maximize long-term shareholder value by investing in our most profitable and fastest-growing businesses, while continuing to narrow our Adjusted EBITDA loss, improving free cash fl…
Stated in 2 of 3 supplied quarters. Management reported: “Our priority is to maximize long-term shareholder value by investing in our most profitable and fastest-growing businesses, while continuing to narrow our Adjusted EBITDA loss, improving free cash flow conversion, and funding growth from a stronger balance sheet."” “Adjusted EBITDA loss guidance for the second quarter reflects the impact of significantly increased fuel costs, compounding weather-related cancellations in Hawaii, and the continued strategic investment in SurfOS development in advance of its broader commercial launch.”
“Our priority is to maximize long-term shareholder value by investing in our most profitable and fastest-growing businesses, while continuing to narrow our Adjusted EBITDA loss, improving free cash fl…”
“Adjusted EBITDA loss guidance for the second quarter reflects the impact of significantly increased fuel costs, compounding weather-related cancellations in Hawaii, and the continued strategic invest…”
● Surf Air Mobility intends to be the first Part 135 operator to commercialize electric passenger flights for scheduled service and plans to establish a factory-authorized service center for BETA air…
Stated in 2 of 3 supplied quarters. Management reported: “● Surf Air Mobility intends to be the first Part 135 operator to commercialize electric passenger flights for scheduled service and plans to establish a factory-authorized service center for BETA aircraft in Hawaii.” “Adjusted EBITDA loss guidance for the second quarter reflects the impact of significantly increased fuel costs, compounding weather-related cancellations in Hawaii, and the continued strategic investment in SurfOS development in advance of its broader commercial launch.”
“● Surf Air Mobility intends to be the first Part 135 operator to commercialize electric passenger flights for scheduled service and plans to establish a factory-authorized service center for BETA air…”
“Adjusted EBITDA loss guidance for the second quarter reflects the impact of significantly increased fuel costs, compounding weather-related cancellations in Hawaii, and the continued strategic invest…”
Over the trailing year it converted 0.32x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
20 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-05.