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 stock has outperformed the broader market, gaining 42% since May compared to a 10% gain for markets. Azul's Q3 2023 financial results showed growth in total revenues, driven by passenger and cargo revenues and a lower fuel bill. The airline has manageable debt and several growth drivers, but risks include macroeconomic factors, pricing strength and competition on routes.

Azul Stock: Still A Strong Buy But Watch Oil Prices And Macroeconomics

MINNEAPOLIS & SÃO PAULO--(BUSINESS WIRE)-- #digitalretailing--Navitaire and Azul extend their longstanding partnership, enabling the airline to continually expand its digital retailing capabilities.

Azul and Navitaire Renew Partnership

Copa Hlds

GOL Linhas Aereas Inteligentes SA

Ryanair Hlds

Copa Holdings (CPA), Gol Linhas (GOL), AZUL and Ryanair Holdings (RYAAY) report impressive traffic numbers for October 2023.

Airlines Post Impressive October Traffic Numbers: An Analysis

Azul S.A. (NYSE:AZUL ) Q3 2023 Earnings Conference Call November 14, 2023 10:00 AM ET Company Participants Thais Haberli - Head, Investor Relations David Neeleman - Founder & Chairman John Rodgerson - Chief Executive Officer Alex Malfitani - Chief Financial Officer Abhi Shah - President Conference Call Participants Gabriel Rezende - Itaú BPA Gabriel Raposo - Bradesco Michael Linenberg - Deutsche Bank Daniel McKenzie - Seaport Global Operator Hello, everyone, and welcome all to Azul's Preliminary Third Quarter Earnings Call. My name is Zach, and I will be your operator for today.

Azul S.A. (AZUL) Q3 2023 Earnings Call Transcript

AZUL's load factor increases to 81.1% from 77.2% in October 2022.

AZUL October Passenger Traffic Increases From 2022 Levels

Azul AZUL is scheduled to report third-quarter 2023 financial numbers on Nov 14. Azul has a dismal earnings record.

AZUL Gears Up to Report Q3 Earnings: Here's What to Expect

SUNNYVALE, Calif.--(BUSINESS WIRE)-- #azul--Azul, the only company 100% focused on Java, released its first annual Azul State of Java Survey & Report today, an authoritative guide to understanding the current pulse, trajectory and sentiments surrounding Java. The report includes responses from more than 2,000 Java users globally to unveil unparalleled insights into how Java holds its ground in today's dynamic technology environment and its impact on enterprises large and small. Areas explored in th.

Azul State of Java Survey & Report 2023: 82% of Businesses Using Java Today Are Concerned With Oracle's Fourth Major Change to Its Licensing/Pricing Policies, and 72% Are Exploring Java Alternatives

Copa Holdings (CPA), AZUL, Gol Linhas (GOL) and Ryanair Holdings (RYAAY) report impressive traffic numbers for September 2023.

Airlines Post Impressive September Traffic Numbers: An Analysis

AZUL's load factor increases to 81.7% from 79.1% in September 2022.

AZUL September Passenger Traffic Increases From 2022 Levels

CHICAGO--(BUSINESS WIRE)-- #3Dprinting--Azul 3D, a leading-edge 3D printing startup, has closed a Series A transaction of $15 million from existing and new investors.

Azul 3D Closes $15 Million in Series A Funding

SUNNYVALE, Calif.--(BUSINESS WIRE)-- #Azul--Azul, the only company 100% focused on Java, today announced Code Inventory, a new feature of Azul Vulnerability Detection that provides developers and DevOps teams a precise catalog of the source code actually used in production by Java applications, making it easy to accurately identify dead and unused code for removal. Code Inventory slashes the time and burden of maintaining and testing code that is not being used, significantly improving developer produc.

Azul Introduces Code Inventory, the Only Solution that Accurately Identifies Dead and Unused Source Code for Removal, Saving Substantial Developer Time and Money

Bausch Health Companies Inc

DISH Network

Plug Power

Peloton

While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy.

5 Sizzling Well-Known Buy-Rated Stocks Under $10 Could Explode Higher in October

The South American airline gets a few feathers in its cap from analysts. Several pundits have published bullish reports on the stock.

Why Azul Stock Soared Nearly 7% Higher This Week

Lululemon Athletica

Pinterest

Analyst stock upgrades are something many retail investors follow religiously to gain an edge in their investment selection. While I don't have any empirical data to demonstrate whether analysts are good or bad at picking stocks, I think they tend to offer up buy ratings much more than sell calls.

Analyst Upgrades: 3 Stocks Have Wall Street Feeling Warm & Fuzzy

AZUL (AZUL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

AZUL (AZUL) Moves 11.9% Higher: Will This Strength Last?

Goldman Sachs upgraded Azul, seeing a disconnect between improving performance and the valuation. Azul is a top operator in a difficult environment, but investors who are patient could be well rewarded.

Why Azul Stock Is Flying High Today

Copa Holdings (CPA), AZUL, Gol Linhas (GOL) and Ryanair Holdings (RYAAY) report impressive traffic numbers for August 2023.

Airlines Post Impressive August Traffic Numbers: An Analysis

AZUL's load factor increases to 81.6% from 81.3% in August 2022.

AZUL Passenger Traffic for August Increases From 2022 Levels

Azul's Q2 profit jumps on lower fuel costs, leading to a tripled operating result and an 88% increase in EBITDA. The airline is making significant strides in deleveraging, targeting a 3.5x leverage by 2023 and 3x by 2024. Azul expects V-shaped growth, with a projected 70% increase in EBITDA in 2023 and results exceeding pre-pandemic levels by almost 50%.

Azul Stock Offers Major Upside

SUNNYVALE, Calif.--(BUSINESS WIRE)-- #Azul--Azul, the only company 100% focused on Java, today announced ReadyNow Orchestrator (RNO), a new feature of Azul Platform Prime powered by ReadyNow technology that slashes warmup time for Java applications, enabling significant improvements to operational efficiencies and optimization of cloud costs. Available now, ReadyNow Orchestrator requires no changes to Java applications and is included at no additional charge for Azul Platform Prime customers. Any compa.

Azul Enhances ReadyNow to Solve Java's Warmup Problem, Simplify Operations and Optimize Cloud Costs

SÃO PAULO, Aug. 17, 2023 /PRNewswire/ -- Azul S.A. (B3: AZUL4, NYSE: AZUL) ("Azul") today announced the results of the offer to purchase for cash (the "Offer") up to US$55,900,850 in aggregate principal amount (the "Maximum Repurchase Amount") of the outstanding 11.500% Senior Secured Second Out Notes due 2029 issued by Azul Secured Finance LLP (the "Issuer") (the "Notes"), plus accrued and unpaid interest thereon.

Azul Announces the Results of its Mandatory Repurchase Offer to Purchase up to U.S.$55,900,850 in Aggregate Principal Amount of its Outstanding 11.500% Senior Secured Second Out Notes due 2029

Copa Holdings (CPA), AZUL, Gol Linhas (GOL) and Ryanair Holdings (RYAAY) report impressive traffic numbers for July 2023.

Airlines Post Impressive July Traffic Numbers: An Analysis

Driven by upbeat traffic, load factor at AZUL increases to 79.9% in Q2.

AZUL's Q2 Earnings & Revenues Miss Expectations, Rise Y/Y

AZUL's load factor for July 2023 came in at 83.2% owing to upbeat traffic.

AZUL Passenger Traffic Up Y/Y in July on International Strength

Rising fuel cost is likely to have hurt AZUL's second-quarter 2023 bottom-line results.

News for Azul Stock (AZUL)