Sun Country Airlines Holdings, Inc. (SNCY)

In Q2 2025, Sun Country reported cargo revenue growth of 36.8% year-over-year, but scheduled passenger revenue decreased by 0.8%. Analyst ratings varied, with Susquehanna maintaining a neutral recommendation but lifting its price target, Wall Street Zen downgrading the stock to a hold rating, and JPMorgan Chase & Co. lifting its price target while maintaining an overweight rating. CEO Jude Bricker and Chief Accounting Officer John Gyurci sold shares in October 2025. Wendy Schoppert was appointed to the board of directors in October 2025. Sun Country Airlines entered a $108 million term loan facility to refinance aircraft in October 2025. The company announced it would hold its third-quarter 2025 earnings conference call on October 30, 2025.

Demand for Sun Country Airlines' products and services exhibits seasonality due to its focus on leisure and VFR travel. The airline strategically flies routes between colder northern U.S. states and warmer southern destinations, optimizing its fleet usage seasonally. Peak travel periods are influenced by holidays, school vacations, and weather conditions. The company's diversified business model, including its cargo segment, helps offset pricing pressures during certain periods. During the winter season, passenger demand shifts towards leisure destinations.

Sun Country Airlines Holdings, Inc. operates as an air carrier, providing scheduled passenger, air cargo, and charter air transportation services across the United States, Latin America, and internationally, utilizing a hybrid operating model targeting leisure and VFR passengers. The company offers scheduled passenger service with affordable, nonstop flights to leisure destinations. It provides air cargo services through a long-term contract with Amazon Air. Charter air transportation is offered for various entities, including military branches and sports teams. Ancillary services include crew, maintenance, and insurance (CMI) services, as well as loyalty program rewards. Sun Country Vacations provides integrated travel solutions including airfare and hotel deals.

Sun Country Airlines is headquartered in Minneapolis, Minnesota, with its main hub at Minneapolis-Saint Paul International Airport (MSP). The airline focuses on routes between colder northern U.S. states and warmer southern destinations. As of October 2025, it flies to 57 domestic and 18 international destinations across 14 countries, including destinations in Canada, Mexico, Central America, and the Caribbean.

Sun Country Airlines has maintained a reputation as an ultra-low-cost carrier focusing on leisure travel. Reviews describe the airline as having comfortable seats and good service, but noted flight delays and bumpy flights. The airline offers a budget-friendly, smooth, no-frills experience with decent legroom and complimentary soft drinks. Sun Country aims to provide safe, reliable, hassle-free flights at affordable prices with warm and friendly service. The airline was named the best low-cost carrier in North America at the Paris Airshow's World Airline Rankings in 2023.

Institutional investors hold approximately 86.77% of Sun Country Airlines Holdings, Inc. stock. Major institutional owners include Vanguard Group Inc., Ameriprise Financial Inc., U S Global Investors Inc., American Century Companies Inc., Voya Investment Management LLC, Cwm LLC, Barclays PLC, and State Street Corp. Individual ownership accounts for 2.39% of the company, with CEO Jude Bricker owning 123,347 shares after a sale in October 2025.