Revenue segments as reported by the company.

Passenger revenue

Cargo revenue and others

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Aircraft fuel

Salaries, wages and benefits

Depreciation and amortization

Landing fees

Traffic and customer servicing

Sales and marketing

Maintenance and repairs

Other operating revenue / expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Azul

Azul SA is a holding company, which engages in the provision of airline passenger and cargo services. The firm's service features include passenger seat selection, leather seats, individual entertainment screens with free live television at every seat in all E-Jets, extensive legroom with a pitch of 30 inches or more, complimentary beverage and snack services and free bus service to key airports. The company was founded by David Neeleman on January 03, 2008 and is headquartered in Barueri, Brazil.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Azul reports strong Q2 earnings and strategic growth initiatives

Azul's Q2 earnings call highlighted solid performance amidst challenges like severe flooding and currency devaluation.
The company's focus on strategic growth through international network expansion and cost-saving initiatives is evident.
Investments in technology and strong revenue growth in Q2 position Azul for future success.
Analyst questions and discussions on debt conversion and liquidity management show a proactive approach to addressing challenges.

Azul achieves record revenues and EBITDA, sets sights on growth

Azul's Q3 2024 earnings call highlighted remarkable financial achievements, strategic initiatives for growth, and resilience in overcoming challenges. The company's focus on debt reduction, capacity growth, and operational efficiency sets a positive trajectory for future success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Azul S.A. (AZUL) CEO John Rodgerson on Q1 2021 Results - Earnings Call Transcript

Board appointment reinforces Azul's commitment to ESG SAO PAULO, April 22, 2021 /PRNewswire/ -- Azul S.A., "Azul", (B3: AZUL4, NYSE: AZUL), the best airline in the world according to Tripadvisor, is excited to nominate Peter Seligmann as its new Independent Board Member.

Azul Brazilian Airlines Nominates Peter Seligmann as Newest Board Member

Load factor at Azul (AZUL) dips 2.2 percentage points in March to 71.2%.

Azul's (AZUL) March Traffic Drops 13.4% From February Level

Ambev

Braskem

Banco Bradesco

Banco Santander

Companhia Energetica de Minas Gerais

Centrais Eletricas Brasileiras

iShares MSCI Emerging Markets ETF

Companhia Paranaense de Energia - COPEL

iShares MSCI Brazil ETF

iShares MSCI Brazil Small-Cap ETF

Gerdau

GOL Linhas Aereas Inteligentes SA

Itau Unibanco Holding S.A.

PagSeguro Digital

Petroleo Brasileiro

Companhia Siderurgica Nacional

Vale S.A.

Telefonica Brasil

Vasta Platform Limited

United States Steel

"Apocalyptic" headlines out of Brazil have pressured risk appetite and sentiment towards investing in the country. We have a more constructive view with an expectation that the economy can recover as the COVID pandemic ends.

Our Top Contrarian Idea: Buy Brazil Stocks

A Wall Street bank is worried about the airline's downside from here.

Why Shares of Azul Are Down Today

Brazil's premier airline Azul has underperformed its cohort, the JETS airline ETF, by a whopping 39% since February 8, 2021. A primary cause has been the interference on the part of President Jair Bolsonaro in Petrobas, the state-owned oil company, instigating a 17% crash in Brazil's stock market.

Azul: A Brazilian Diamond In The Rough

With traffic declining more than capacity contraction, Azul's (AZUL) consolidated load factor in February falls 2.7 percentage points.

Azul's (AZUL) February Traffic and Load Factor Fall Y/Y

AZUL's Q4 results are hurt by significant decline in passenger revenues due to depressed travel demand. However, substantial rise in cargo revenues partly offset adversities.

AZUL Incurs Wider-Than-Expected Loss in Q4, Beats on Revenues

American Airlines

Alaska Air Group

Delta Air Lines

Southwest Airlines

United Continental Hlds

Bettering air-travel demand scenario can be evaluated from the fact that the Q4 losses of Delta (DAL), United Airlines (UAL) and American Airlines (AAL) are narrower than the Q3 readings.

Airlines Q4 Earnings Signal Recovery: Will This Optimism Stay?

Consolidated load factor at Azul (AZUL) declines 1.3 percentage points in January month over month to 78.7%.

Azul's (AZUL) January Traffic Improves From December Reading

Per Azul's (AZUL) management, cargo revenues in Q4 jumps 64% year over year.

Azul (AZUL) Posts Upbeat Preliminary Q4 Cargo Unit Results

SÃO PAULO, Feb. 3, 2021 /PRNewswire/ -- Azul S.A., "Azul", (B3: AZUL4, NYSE: AZUL) announces today that its logistics business unit Azul Cargo Express increased revenues in the fourth quarter of 2020 by 64% year over year. The business set new revenue records in each of the months during...

Azul Cargo Revenue Grows 64% in 4Q20

Azul is leading the return to pre-COVID levels, benefiting from a demand recovery in the region. Azul Cargo and the long-term passenger growth opportunity also add to the bull case.

Azul: Leading The Recovery

With traffic plunge outpacing capacity contraction, Azul's (AZUL) load factor tanks in December.

Azul's (AZUL) Traffic and Load Factor Plunge in December

Raymond James downgrades Azul and GOL. Seaport Global says “Brazil remains a growth market for the airlines.

Brazilian Airline Stocks Have Soared. One Analyst Is Still Bullish, Another Is Not.

Upbeat traffic on the domestic front boosts Azul's (AZUL) overall traffic statistics for November. Moreover, load factor increases.

Azul's (AZUL) November Traffic Rises 17.5% From October Levels

SÃO PAULO, Dec. 8, 2020 /PRNewswire/ -- Azul S.A., "Azul", (B3: AZUL4, NYSE: AZUL), the best airline in the world according to Tripadvisor, announces today its preliminary traffic results for November 2020. Consolidated passenger traffic (RPKs) increased 17.5% compared to October 2020 on...

Azul Reports November 2020 Traffic

Carnival

Norwegian Cruise Line

The coronavirus will eventually go away, and some investors are willing to buy now and wait.

Why Norwegian Cruise, Carnival, and Azul Stocks Continued Rising Tuesday

Significant decline in passenger revenues due to coronavirus-led weak air-travel demand hurt Azul's (AZUL) Q3 results. However, the airline is seeing steady recovery in domestic travel demand.

Azul's (AZUL) Q3 Loss Wider Than Expected, Revenues Lag

Azul S.A. (AZUL) CEO John Rodgerson on Q3 2020 Results - Earnings Call Transcript

Shares of Azul (NYSE:AZUL) rose 6.1% in pre-market trading after the company reported Q3 results. Quarterly Results Earnings per share fell 215.62% over the past year to ($0.37), which beat the estimate of ($1.18).

Recap: Azul Q3 Earnings

SAO PAULO, Nov. 15, 2020 /PRNewswire/ -- Azul S.A. (B3: AZUL4, NYSE: AZUL) and its partners celebrate the successful settlement of its public offering of convertible debentures in Brazil. The settlement took place on Nov 12 and the official settlement announcement can be found on the Azul...

Azul S.A. Statement on the Successful Settlement of Public Convertible Debentures

Azul (NYSE: AZUL) releases its next round of earnings this Monday, November 16. Here is Benzinga's essential guide to Azul's Q3 earnings report.

Azul Earnings Preview

Improving air travel demand boosts Azul's (AZUL) overall traffic statistics for October. However, load factor falls marginally due to International weakness.

Azul's (AZUL) October Traffic Increases 41% Month on Month

A leading Brazilian politician is optimistic concerning vaccine trials.

Why Shares of Azul Are Up Today

News for Azul Stock (AZUL)