Frontier Group Holdings, Inc. (ULCC)
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-11-05
$7.12+0.42%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · ULCC
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.
Met or beat guidance 100% of the last 3 guided quarters · 37.6% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The strength of our second quarter revenue performance is a testament to the momentum we are building through our commercial initiatives, product investments and loyalty enhancements, as well as the…
Stated in 2 of 3 supplied quarters. Management reported: “RASM increased 28 percent over the corresponding 2025 quarter to 11.52 cents, significantly above the guidance range.” “Revenue and Cost Performance Revenue was approximately $1.3 billion, an all-time Company record, driven by strong travel demand, favorable competitive capacity and the continued progression of the Company's revenue management initiatives.” Revenue was $1.279 billion in 2026-Q2.
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.
“The strength of our second quarter revenue performance is a testament to the momentum we are building through our commercial initiatives, product investments and loyalty enhancements, as well as the…”
“"We remain focused on our four key strategic priorities centered around rightsizing the fleet, strengthening our cost discipline, improving operational reliability and driving customer loyalty, with…”
[TABLE] (unaudited, in millions, except for percentages and per share data) || Three Months Ended June 30, || 2026 | 2025 || As Reported (GAAP) | Adjusted (Non-GAAP) | As Reported (GAAP) | Adjusted (…
Stated in 2 of 3 supplied quarters. Management reported: “Total adjusted (non-GAAP) operating expenses - excluding fuel and the Early Return Agreement - were $870 million, or 7.42 cents per ASM, stage-adjusted to 1,000 miles.” “Total adjusted operating expenses (excluding fuel) were $868 million, or 8.85 cents per ASM, with the increase over the 2 corresponding 2025 quarter driven largely by 12 percent lower average daily aircraft utilization and higher fleet-related costs against reduced capacity.”
“[TABLE] (unaudited, in millions, except for percentages and per share data) || Three Months Ended June 30, || 2026 | 2025 || As Reported (GAAP) | Adjusted (Non-GAAP) | As Reported (GAAP) | Adjusted (…”
“"We remain focused on our four key strategic priorities centered around rightsizing the fleet, strengthening our cost discipline, improving operational reliability and driving customer loyalty, with…”
[TABLE] Equipment | Quantity | Seats || A320neo | 72 | 186 || A320ceo | 6 | 180 - 186 || A321ceo | 21 | 230 || A321neo | 66 | 240 || Total fleet | 165 [/TABLE] Frontier took delivery of two A320neo a…
Stated in 2 of 3 supplied quarters. Management reported: “The delivery of one A321neo aircraft, originally scheduled for the second quarter of 2026, was postponed by Airbus to the third quarter.” “The Company expects to take delivery of seven A320 family aircraft in the second quarter 2026, including five A321neo aircraft and two A320neo aircraft, and return 24 A320neo leased aircraft tied to the Early Return Agreement.”
“[TABLE] Equipment | Quantity | Seats || A320neo | 72 | 186 || A320ceo | 6 | 180 - 186 || A321ceo | 21 | 230 || A321neo | 66 | 240 || Total fleet | 165 [/TABLE] Frontier took delivery of two A320neo a…”
“Equipment Quantity Seats A320neo 94 186 A320ceo 6 180 - 186 A321ceo 21 230 A321neo 62 240 Total fleet 183 Frontier took delivery of five A320neo aircraft and two A321neo aircraft during the first qua…”
Starlink On July 14, 2026, Frontier announced plans to transform its onboard experience by introducing Starlink, the fastest Wi-Fi in the sky.
Stated in 2 of 3 supplied quarters. Management reported: “Starlink On July 14, 2026, Frontier announced plans to transform its onboard experience by introducing Starlink, the fastest Wi-Fi in the sky.” “"We remain focused on our four key strategic priorities centered around rightsizing the fleet, strengthening our cost discipline, improving operational reliability and driving customer loyalty, with significant progress achieved on these priorities during the quarter.”
“Starlink On July 14, 2026, Frontier announced plans to transform its onboard experience by introducing Starlink, the fastest Wi-Fi in the sky.”
“"We remain focused on our four key strategic priorities centered around rightsizing the fleet, strengthening our cost discipline, improving operational reliability and driving customer loyalty, with…”
Improve operational reliability as part of the company's stated strategic priorities.
Over the trailing year it converted 0.32x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
24 material management or governance events in the past 24 months, led by executive changes. 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.