SkyWest, Inc (SKYW)

Over the past six months, SkyWest, Inc.'s stock price has been impacted by several events. The company's stock reached an all-time high closing price of $123.72 on August 26, 2025. SkyWest reported its Q4 2025 earnings on January 29, 2026, with revenue exceeding estimates but EPS missing the consensus. The Q4 2025 results were negatively impacted by a U.S. government shutdown. Analyst sentiment has seen some shifts, with Citigroup initiating coverage with a "neutral" rating and Raymond James upgrading SkyWest to "Strong Buy". Insider selling by several key executives was reported between May and July 2025. As of February 6, 2026, the stock's 52-week high was $123.94 and its 52-week low was $74.70.

Demand seasonality for SkyWest, Inc.'s products and services has returned to patterns similar to those seen pre-COVID. The company anticipates that the second and third quarters of the year will be the strongest in terms of earnings, while the first quarter is expected to be flat to down compared to the fourth quarter of the previous year.

SkyWest, Inc. is a holding company operating SkyWest Airlines, SkyWest Charter (SWC), and SkyWest Leasing. The company provides scheduled passenger services under capacity purchase agreements with major airlines, on-demand charter services using CRJ200 aircraft through SWC, and leases regional jet aircraft and spare engines to third parties via SkyWest Leasing. The company operates within the Air Transportation, Scheduled sector and the Airlines industry.

SkyWest, Inc. has an extensive geographic footprint across North America. As of December 31, 2024, its fleet of 624 aircraft provided approximately 2,190 total daily departures, serving 258 cities and 253 destinations throughout the United States, Canada, and Mexico. SkyWest's network connects passengers between smaller airports and the major hubs of its partner airlines.

SkyWest, Inc. has maintained a strong brand reputation in the past year. The company was named one of Fortune's World's Most Admired Companies for 2026, ranking in the top 10 and being the only regional airline on the list. Throughout 2025, SkyWest Airlines achieved over 250 days of 100% controllable completion. However, the company's reputation and operations were challenged in Q4 2025 due to a government shutdown and mandatory flight reductions.

SkyWest, Inc. has significant institutional ownership, with 707 institutional owners and shareholders holding a total of 46,584,015 shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, Fmr Llc, American Century Companies Inc, State Street Corp, Geode Capital Management, Llc, and iShares Core S&P Small-Cap ETF (IJR). Institutions collectively own approximately 92.58% to 93.6% of the company's shares, while individual insiders hold about 0.88% to 1.08% of the shares.