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 Q2 performance is expected to have been affected by weak liquidity and elevated operating expenses.

AZUL Readies to Report Q2 Earnings: What's in the Offing?

The Codeshare agreement, announced at the end of May, offers more travel options and convenience to Customers  SÃO PAULO, July 11, 2024 /PRNewswire/ -- The airlines Azul and GOL reinforce this wednesday the commercial cooperation agreement that connects the networks of both companies through a codeshare agreement. Starting today, 40 non-overlapping routes will be available for sale on the companies' channels, with the addition of many more routes expected over the coming weeks.

Azul and GOL start selling 40 shared routes across Brazil

AZUL stock grapples with weak liquidity, driven by a surge in gross debts. However, the company benefits from declining operating costs.

AZUL at 52-Week Low: Does the Stock Still Hold Promise?

SUNNYVALE, Calif.--(BUSINESS WIRE)--Azul, the only company 100% focused on Java, today announced strong growth and continued momentum across the Asia Pacific region as organizations turn to its OpenJDK solutions to address cost and performance challenges in the wake of Oracle's Java SE pricing change and rising cloud expenses. Region Leverages Azul's Solutions to Address Business Challenges Asia Pacific businesses are grappling with new financial pressures as a result of the changes to Oracle's.

Azul Accelerates Growth in Asia Pacific as Region Responds to Oracle Java SE Pricing Change and Escalating Cloud Costs

AZUL's top line is bolstered by an uptick in air travel demand. However, low liquidity is a major headwind.

Here's Why Investors Should Retain AZUL Stock for Now

CHICAGO--(BUSINESS WIRE)-- #3Dprinting--Azul 3D has launched the OCEAN™ printing platform — the world's largest and most productive area-wide 3D printing solution.

Azul 3D Launches OCEAN 3D Printer

Azul presented good operational trends in its 1Q24 results. It is worth remembering that the airline sector was the most affected by the pandemic and has not yet fully recovered. Another highlight of 1Q24 was the codeshare agreement with competitor GOL, and in my view, this agreement will enhance the company's business model. The valuation shows a 15% discount for Azul compared to its peers when we use the comparative analysis method with the EV/EBITDA multiple.

Azul: Preparing For Takeoff

GOL Linhas Aereas Inteligentes SA

Brazilian airlines Azul and Gol have informed local antitrust regulator CADE of their new codeshare agreement and do not expect hurdles to be imposed, Azul's chief executive told Reuters.

Brazil airline Azul does not foresee antitrust hurdles to codeshare deal with Gol

Brazilian airline Gol said on Tuesday its parent company Abra Group has started talks with airline Azul to "explore opportunities," following media reports earlier this year that pointed to a potential merger.

Amid merger speculation, Brazilian airline Gol says parent talking with Azul

Azul and rival Gol have announced a codeshare alliance and the combination of their customer loyalty programs. The deal is reportedly the first step towards a merger that would help stabilize the Brazilian air travel market.

Why Azul Stock Is Flying Higher Today

Azul continues to anticipate 2024 EBITDA to be around R$6.5 billion.

AZUL Benefits From Surge in Travel Demand Amid Debt Woes

Shares in Brazilian airlines Azul and Gol soared on Friday after they announced a codeshare agreement, connecting their networks and frequent flyer programs in a move that reignited speculation about a potential merger.

Azul, Gol shares jump as Brazil airlines reveal codeshare deal

Customers will have access to extensive flight connectivity with over 150 destinations and can choose in which program to accumulate points from codeshare flights SÃO PAULO, May 24, 2024 /PRNewswire/ -- Azul and GOL airlines announce today a commercial cooperation agreement that will connect their flight networks in Brazil through a codeshare agreement. This partnership covers all domestic routes operated exclusively, meaning rotes operated by one of the two companies but not the other.

Azul and GOL Announce Codeshare Agreement

SUNNYVALE, Calif.--(BUSINESS WIRE)--Azul, the only company 100% focused on Java, today announced the launch of its PartnerConnect training and certification program to empower channel partners to provide advanced Java advisory and delivery services. This new initiative will enable partners to become an instrumental part of Azul's customer success by providing joint customers with fully optimized Java infrastructures, efficient and well-executed OpenJDK migrations, improved Java application perf.

Azul Unveils PartnerConnect Certified Programs to Empower Channel Partners With Advanced Java Expertise

Azul's first-quarter 2024 revenues benefit from buoyant travel demand.

AZUL Posts Wider-Than-Expected Q1 Loss, Sees Y/Y Revenue Rise

SÃO PAULO, May 16, 2024 /PRNewswire/ -- Azul S.A., "Azul", (B3:AZUL4, NYSE: AZUL announces that it filed with the U.S. Securities and Exchange Commission (SEC) today its Form 20-F report for the fiscal year ended 2023.

Azul Files Form 20-F Report for the Fiscal Year Ended 2023

Azul S.A. (NYSE:AZUL ) Q1 2024 Earnings Conference Call May 13, 2024 11:00 AM ET Company Participants Thais Haberli - Head, Investor Relations David Neeleman - Founder and Chairman John Rodgerson - Chief Executive Officer Abhi Shah - President Alexandre Malfitani - Chief Financial Officer Conference Call Participants Gabriel Rezende - Itau Victor Mizusaki - Bradesco Alberto Valerio - UBS Rogerio Araujo - Bank of America Operator Hello, everyone and welcome all to Azul's First Quarter Earning Call. My name is Zack and I will be your operator for today.

Azul S.A. (AZUL) Q1 2024 Earnings Call Transcript

SUNNYVALE, Calif.--(BUSINESS WIRE)--Azul, the only company 100% focused on Java, announced today Azul Platform Prime has won top honors in the Cloud Application/Service category for the 22nd annual Stevie American Business Awards. Azul Platform Prime is a commercial distribution of OpenJDK that helps organizations reduce cloud infrastructure costs and improve application performance. Prime was recognized with a Gold Stevie award in the Cloud/Application Service category for its superior perform.

Azul Wins Gold Stevie Award for Innovations in Business Technology

SUNNYVALE, Calif.--(BUSINESS WIRE)--Powerful DevOps analytics solution now supports Oracle JDK and any OpenJDK-based distribution.

Azul Intelligence Cloud Boosts DevOps Efficiency with Insights from Production Runtime Data Across Entire Java Estates

Azul shares were downgraded this week due to growing macro concerns. Airline investors are also grappling with a potential megadeal involving the airline.

Why Azul Stock Lost Altitude This Week

The American Maintenance Competition took place in Chicago and has become known as one of the most rigorous competitions in the world in the aviation sector  Check out images of the event  SÃO PAULO, April 16, 2024 /PRNewswire/ -- For the second consecutive year, Azul, the largest airline in daily flights and destinations served in Brazil, won the title of two-time champion at the American Maintenance Competition (AMC), an annual aeronautical maintenance tournament. The company was represented by two teams formed by AzulTecs, as those responsible for the maintenance area are called.

Azul's technical team is two-time champion in maintenance tournament in the United States

AZUL's fourth-quarter 2023 revenues benefit from buoyant travel demand.

AZUL Incurs Q4 Loss, Misses on Revenues, Tweaks '24 View

Azul S.A. (AZUL) Q4 2023 Earnings Call Transcript

SUNNYVALE, Calif.--(BUSINESS WIRE)--Azul, the only company 100% focused on Java, today announced the recipients of its 2024 Channel Partner Awards honoring the outstanding performance and unwavering dedication of Azul's top-performing channel partners. These partners have been instrumental in enabling customers around the world to avoid costly Oracle Java price hikes, optimize their cloud and infrastructure Java compute spend, and boost Java security. Marking a significant milestone, the winner.

Azul Honors Partners Who Deliver Customer Excellence in Driving Java Solutions, Services and Expertise

SUNNYVALE, Calif.--(BUSINESS WIRE)--Azul, the only company 100% focused on Java, today announced that Azul Platform Prime has been recognized as the Cloud Infrastructure Solution of the Year by the 2024 Tech Ascension Awards. Azul Platform Prime is an enhanced build of OpenJDK that reduces cloud infrastructure costs while improving application performance. It provides superior performance, consistency and efficiency, allowing companies to slash expenses by 20%+ for servers and cloud compute ins.

News for Azul Stock (AZUL)