Sun Country Airlines Holdings, Inc. (SNCY)

Over the past six months, Sun Country reported its twelfth and fourteenth consecutive profitable quarters in Q2 and Q4 2025, respectively, driven by growth in its cargo and charter segments. The company has been incorporating additional cargo aircraft, with 17 in-service as of July 2025, and expects all 20 freighters to be in service by the end of Q3 2025. To accommodate cargo growth, Sun Country reduced its passenger service business, with a 6.2% decline in scheduled service ASMs in Q2 2025, and an expected 10% decline in Q3 2025. On January 11, 2026, Allegiant and Sun Country Airlines announced a plan to combine. Sun Country Airlines stock has received a consensus "Buy" rating from analysts. Sun Country Airlines Holdings Inc. has experienced significant insider selling, with a net value of -$471,648.50 and a net count of -5 executives. In the last 52 weeks, the stock has traded between a low of $8.10 and a high of $19.37, closing at $18.19 as of February 3, 2026.

Demand for Sun Country Airlines' products and services exhibits seasonality due to its focus on leisure travel and warm-weather destinations. The airline strategically shifts flying to markets during periods of peak demand and away from markets during periods of low demand to mitigate this seasonality. The fourth quarter typically benefits from the Thanksgiving and Christmas peak travel periods. The company's diversified business model, which includes charter and cargo services, also helps to generate steady revenue streams during periods of lower demand for scheduled passenger services.

Sun Country Airlines Holdings, Inc. (SNCY) is an American hybrid low-cost air carrier based in Minneapolis, Minnesota, operating in the Consumer Discretionary sector. Established in 1982, it has evolved from charter services to a diversified model including scheduled passenger service, charter air transportation, and cargo businesses. The company offers affordable flights to vacation destinations, customized flight solutions for various clients, and operates cargo jets for Amazon Air with an extended contract until 2030, planning to increase its cargo fleet to 20 airframes.

Sun Country Airlines operates primarily out of Minneapolis-Saint Paul International Airport (MSP). Its geographical segments include Domestic (United States) and Latin America, serving a diverse range of domestic and international destinations across the United States, Mexico, Central America, and the Caribbean. As of January 2024, Sun Country Airlines flies to 81 destinations and operates over 100 routes.

In the past year, Sun Country Airlines has maintained a positive brand reputation, driven by its consistent profitability and strategic growth. The company's financial stability and strong performance in its charter and cargo segments underscore the effectiveness of its diversified business model. The extension of its cargo contract with Amazon Air until 2030 further solidifies its position in the air cargo market. The announced merger with Allegiant could further shape its brand reputation as it aims to create a leading leisure-focused U.S. airline.

Major institutional owners of Sun Country Airlines Holdings, Inc. include Blackrock, Inc., Vanguard Group Inc., Frontier Capital Management Co. LLC, Citadel Advisors LLC, Ameriprise Financial Inc., Dimensional Fund Advisors LP, Zimmer Partners, Lp., Par Capital Management Inc., American Century Companies Inc., and State Street Corp. Institutions own approximately 121.48% of the shares, while insiders own about 2.38%.