Sun Country Airlines Holdings, Inc. (SNCY)

Several events have impacted SNCY's stock price in the past six months. Allegiant Travel Co. announced a deal to acquire Sun Country Airlines, causing SNCY shares to surge. Sun Country Airlines announced executive appointments. Sun Country Airlines announced its plan to establish a new base in Cincinnati/Northern Kentucky (CVG). Sun Country Airlines reported its third-quarter 2025 results, marking its 13th consecutive profitable quarter, with strong performance in charter and cargo segments. The company reported its second-quarter 2025 earnings, achieving its highest second-quarter revenue in history, driven by cargo and charter growth. Sun Country expected all 8 incremental cargo aircraft for 2025 to be in service by the end of August 2025. Citigroup boosted its price objective for Sun Country Airlines, Susquehanna upgraded the stock, and JPMorgan Chase & Co. reaffirmed a neutral rating but cut its price target.

Sun Country Airlines operates a seasonal scheduled network, shifting capacity towards leisure destinations during peak travel times. The company's hybrid business model mitigates the impact of seasonality. Scheduled service demand is strong during colder weather, driving winter travel to warm-weather locations. Charter and cargo services provide stable revenue streams, allowing the scheduled service to peak up and contract seasonally. The cargo business is less susceptible to consumer demand volatility.

Sun Country Airlines Holdings, Inc. operates as a hybrid low-cost air carrier, focusing on scheduled passenger services, charter flights, and cargo operations. The company is based in Minneapolis, Minnesota, and is a key player in the leisure travel market. It operates in the Transportation sector, specifically the Airline industry, with three segments: Passenger Scheduled Service caters to leisure travelers, Charter Services provides customized flights for sports teams and government agencies, and Cargo Operations operates flights for Amazon Air using Boeing 737-NG aircraft. The company operates a homogeneous fleet of Boeing 737-NG aircraft.

Sun Country Airlines primarily serves destinations across the United States, Canada, Mexico, Central America, and the Caribbean. Its main operating base and headquarters are located at Minneapolis–Saint Paul International Airport (MSP). The airline will establish a new base in Cincinnati/Northern Kentucky (CVG) beginning in January 2026.

Sun Country Airlines has maintained a positive brand reputation, being named the best low-cost carrier in North America in 2023. The company has consistently reported profitability, achieving its 13th consecutive profitable quarter in Q3 2025. The extension of its Amazon cargo contract and the expansion of its cargo fleet reflect strong business partnerships and operational reliability.

Sun Country Airlines Holdings, Inc. is primarily owned by institutional shareholders, including BlackRock, Inc. and Vanguard Group Inc. Barclays PLC is the largest individual shareholder. Insider selling has been observed over the past three months.