Analysts Are Bullish on These Industrial Goods Stocks: Trane Technologies (TT), Frontier Group Holdings (ULCC)
Barclays analysts have issued bullish sentiments on several industrial goods stocks. Julian Mitchell maintained a Buy rating for Trane Technologies (TT) with a $507.00 price target. Brandon Oglenski maintained a Buy rating for Frontier Group Holdings (ULCC) with a $6.00 price target, and Adam Seiden maintained a Buy rating for Lincoln Electric Holdings (LECO) with a $310.00 price target.
Frontier bets on budget travelers as other airlines focus on premium market
Frontier Airlines is banking on a strategy targeting budget travelers, even as other airlines pursue the premium market. CEO James Dempsey believes that flying more on off-peak days and cutting fares can capture market share, refuting bankruptcy rumors and focusing on profitability despite Wall Street's skepticism. The airline also plans to introduce first-class seats and Wi-Fi by 2027 while aiming for $200 million in annual cost savings.
The 5 Most Interesting Analyst Questions From Frontier's Q4 Earnings Call
Frontier's Q4 results were met with a negative market reaction despite beating revenue and non-GAAP EPS estimates, as sales remained flat year-over-year. CEO James Dempsey described 2025 as a "transition year" focused on fleet adjustments, cost discipline, and operational reliability. Analysts raised questions about growth strategies, cost savings, guidance drivers, revenue streams, and long-term profit expectations.
Analysts Offer Insights on Industrial Goods Companies: CAE (CAE) and Frontier Group Holdings (ULCC)
Analysts have issued neutral ratings for CAE (CAE) and Frontier Group Holdings (ULCC), indicating neither a bullish nor bearish outlook. Jefferies maintained a Hold rating on CAE with a $31.00 price target, while Seaport Global maintained a Hold rating on Frontier Group Holdings. Both companies have a consensus analyst rating of Hold or Moderate Buy with potential upsides from current levels.
Analysts Offer Insights on Industrial Goods Companies: CAE (CAE) and Frontier Group Holdings (ULCC)
Analysts have issued neutral ratings for CAE (CAE) and Frontier Group Holdings (ULCC), indicating neither bullish nor bearish sentiment. Jefferies maintained a Hold rating for CAE with a $31.00 price target, while Seaport Global maintained a Hold rating for Frontier Group Holdings. Both companies have an analyst consensus of Hold or Moderate Buy, with modest upside potential from current levels.
Frontier Group Holdings (ULCC) Is Down 17.9% After Q4 Beat And Fleet Revamp Plan - Has The Bull Case Changed?
Frontier Group Holdings (ULCC) reported strong Q4 2025 results, exceeding profit expectations with $997 million in revenue and $53 million in net income, alongside a strategic fleet optimization plan by new CEO James Dempsey. This plan includes early termination of 24 aircraft leases and deferred Airbus deliveries, aiming to improve efficiency and operational reliability. Despite these positive developments, the stock dropped 17.9%, raising questions about the company's investment narrative, particularly concerning ongoing challenges with unit costs and pricing pressure.
Earnings call transcript: Frontier Group Holdings Q4 2025 beats EPS expectations
Frontier Group Holdings reported strong Q4 2025 financial results, with EPS of $0.23 significantly beating the forecast of $0.12, and revenue reaching $997 million, surpassing estimates. The company's stock rose 8.22% in pre-market trading following the announcement. Frontier is implementing strategic cost-saving measures, including aircraft lease terminations, and aims for sustained profitability and 10% annual growth, while also focusing on improving operational reliability and customer loyalty.
Frontier confirms James Dempsey as CEO and lifts fourth-quarter profit expectations
Frontier Airlines has officially appointed James Dempsey as its CEO, a position he had held on an interim basis since June. The airline also raised its profit guidance for the fourth quarter, signaling improved financial performance. This news indicates stability in leadership and a positive outlook for Frontier's recent business operations.
Frontier Group Holdings (ULCC) Receives a Hold from Morgan Stanley
Morgan Stanley analyst Ravi Shanker has maintained a Hold rating on Frontier Group Holdings (ULCC) with a price target of $8.00. This follows a similar Hold rating from Susquehanna, while Bank of America Securities reiterated a Sell rating. Frontier Group reported a quarterly revenue of $886 million and a GAAP net loss of $77 million for the quarter ending September 30.
Frontier Airlines to Participate in the Barclays 43rd Annual Industrial Select Conference
Frontier Airlines, a subsidiary of Frontier Group Holdings, Inc. (NASDAQ: ULCC), announced that its President and CEO, Jimmy Dempsey, will participate in the Barclays 43rd Annual Industrial Select Conference. The moderated discussion will take place on February 17, 2026, at 1:50 PM ET and will be webcast live on the company's investor relations website. The webcast will also be archived for 90 days for later access.
Frontier Group Holdings (ULCC) Margin Loss Challenges Bullish Load Factor Narrative In Q3 2025
Frontier Group Holdings (ULCC) reported Q3 FY 2025 results with a total revenue of US$886 million and a basic EPS loss of US$0.34, continuing a trend of net losses despite high load factors. While the company has shown consistent revenue per seat and a load factor over 80%, indicating efficient seat filling, these haven't yet translated into profitability. This challenges the bullish narrative that higher load factors alone will drive stronger margins, highlighting that ongoing cost pressures are a significant factor for investors.
Frontier Group Holdings, Inc. (NASDAQ:ULCC) Q4 2025 Earnings Call Transcript
Frontier Holdings (NASDAQ:ULCC) held its Q4 2025 earnings call, where new CEO Jimmy Dempsey outlined a four-pronged strategic plan to return the airline to sustainable profitability. Key initiatives include rightsizing the fleet by terminating 24 aircraft leases and revising Airbus delivery schedules, strengthening cost discipline to achieve $200 million in annual run rate savings by 2027, improving operational reliability, and driving customer loyalty through upgraded products and digital enhancements. The company expects a transition year with targeted 10% long-term growth and significant improvements in unit revenues and costs.
Frontier Group Holdings (ULCC) Margin Loss Challenges Bullish Load Factor Narrative In Q3 2025
Frontier Group Holdings (ULCC) reported its Q3 FY 2025 results with a basic EPS loss of US$0.34 despite increased load factors. While capacity has remained stable and load factors improved, the airline continues to face a net income loss, suggesting that filling more seats has not yet translated into consistent profitability. The company's low P/S multiple compared to peers highlights a potential investment opportunity for some, while ongoing losses raise concerns for others.
Earnings call transcript: Frontier Group Holdings Q4 2025 beats EPS expectations
Frontier Group Holdings
Frontier Group (NASDAQ:ULCC) Shares Gap Up After Earnings Beat
Frontier Group (NASDAQ:ULCC) shares gapped up following a better-than-expected Q4 earnings report, with EPS of $0.23 against a $0.10 consensus. However, the positive Q4 results were overshadowed by disappointing FY2026 and Q1 2026 guidance, which led to a Deutsche Bank downgrade to "Hold." The stock's near-term sentiment is also affected by a non-binding fleet optimization deal, recent insider sales, and a consensus "Reduce" analyst rating.
Frontier (NASDAQ:ULCC) Posts Better-Than-Expected Sales In Q4 CY2025
Frontier Group Holdings (NASDAQ:ULCC) reported better-than-expected sales in Q4 CY2025, with revenue of $997 million, flat year-on-year but exceeding analyst estimates. The ultra low-cost airline also posted a non-GAAP profit of $0.23 per share, significantly beating consensus estimates. While revenue growth has slowed in the short term, analysts predict a 16.6% increase over the next 12 months, suggesting new products and services will drive future top-line performance.
Frontier beats Q4 estimates as cost controls offset industry headwinds (ULCC:NASDAQ)
Frontier Group (ULCC) surpassed Q4 estimates by effectively managing costs and optimizing its fleet, despite industry challenges like an extended government shutdown and competition. The company's strategic priorities include rightsizing its fleet, improving operational performance, and enhancing customer loyalty to return to profitability. Early returns of Airbus A320neo aircraft are also expected to boost productivity and competitive standing.
Frontier Group Holdings Inc releases latest performance guidance, expecting its full-year non-GAAP financial results to show a significant fluctuation range—with earnings per share possibly ranging from a loss of $0.40 to a profit of $0.50.
Frontier Group Holdings Inc. has released its latest performance guidance, indicating a wide fluctuation range for its full-year non-GAAP financial results, with earnings per share potentially falling between a loss of $0.40 and a profit of $0.50. This broad forecast reflects the volatile operating environment and cost challenges within the aviation industry. The company plans to proactively address these market uncertainties through dynamic capacity adjustments and revenue optimization strategies to achieve the higher end of its performance range.
Frontier Group Holdings (ULCC) Beats Q4 Earnings and Revenue Estimates
Frontier Group Holdings (ULCC) reported Q4 earnings of $0.23 per share, significantly beating the Zacks Consensus Estimate of $0.1 per share. The company also surpassed revenue estimates, posting $997 million against an expectation of $990.49 million. Despite outperforming the market year-to-date, Frontier Group currently holds a Zacks Rank #3 (Hold), suggesting its stock is expected to perform in line with the market in the near future.
Frontier Group: Q4 Earnings Snapshot
Frontier Group Holdings Inc. (ULCC) reported a Q4 profit of $53 million, or 23 cents per share, surpassing Wall Street's expectations of 10 cents per share. The airline's revenue reached $997 million, also exceeding forecasts. Despite a $137 million loss for the full year, Frontier anticipates varying results for the upcoming quarters, projecting a loss of 44 cents to 26 cents per share for the first quarter and a full-year outlook ranging from a 40-cent loss to a 50-cent profit per share.
Frontier Airlines Reports Fourth Quarter 2025 Financial Results
Frontier Group Holdings, Inc. reported its financial results for the fourth quarter and full year 2025, showing $997 million in total revenue for Q4 and a net income of $53 million. The airline also announced strategic fleet adjustments, including the early return of 24 A320neo aircraft and deferrals of 69 A320neo family aircraft deliveries, aiming for annual run-rate cost savings of approximately $200 million by 2027 and a moderated annual growth rate of about 10 percent. Additionally, Frontier is expanding its route network with 23 new routes.
Deutsche Bank Downgrades ULCC Frontier Group to Hold Feb 2026
Deutsche Bank downgraded Frontier Group Holdings, Inc. (ULCC) from Buy to Hold on February 10, 2026, while maintaining its $6.00 price target. This decision reflects the stock's recent 35% rally and increasing aircraft rental costs, suggesting less near-term upside. Despite the downgrade, Meyka AI rates ULCC with a "B" grade, balancing the revised analyst sentiment with ongoing sector strength and growth metrics.
Frontier Group Holdings, Inc. Q4 Sales Decline
Frontier Group Holdings, Inc. (ULCC) reported a slight decline in its fourth-quarter revenue, falling 0.5% to $997 million from $1.002 billion in the previous year. The company's earnings for the quarter came in at $53 million, or $0.23 per share, which is comparable to $54 million, or $0.23 per share, from last year. Frontier also provided guidance for the next quarter, projecting an EPS between -$0.26 and -$0.44.
Frontier Group: Q4 Earnings Snapshot
Frontier Group Holdings Inc. reported a fourth-quarter profit of $53 million, or 23 cents per share, surpassing analyst expectations for earnings. The discount airline also exceeded revenue forecasts with $997 million for the period. Despite the strong quarterly performance, the company ended the year with a loss of $137 million and projects further losses for the upcoming quarter.
Frontier appoints former Toyota executive to board of directors
Frontier Group Holdings (NASDAQ: ULCC), parent company of Frontier Airlines, has appointed former Toyota Motors North America Chief Accounting Officer Anthony Salcido to its Board of Directors. Salcido brings extensive financial leadership experience, having served in senior financial roles at Toyota and as Audit Committee Chair for Toyota Motors Credit Corporation. This appointment comes as Frontier's stock has seen significant growth, despite ongoing profitability challenges and discussions regarding potential mergers for competitor Spirit Airlines.
Here’s why Frontier Airlines’ stock may have reached the end of its runway for now
Frontier Airlines' stock performance has recently defied expectations for low-cost carriers, making it one of the best-performing airline shares. However, this surge prompted analysts at Deutsche Bank to downgrade their outlook for the stock, suggesting its upward trajectory may be ending for now. The article highlights this downgrade as a key reason for a potential halt in Frontier's stock growth.
Frontier Group Holdings Inc stock hits 52-week high at $6.60
Frontier Group Holdings Inc (ULCC) stock recently reached a 52-week high of $6.60, with significant short-term gains despite a 30.19% decline over the past year. The airline's stock is highly volatile, trading above its Fair Value according to InvestingPro. These developments coincide with other news in the sector, including Spirit Airlines' potential takeover discussions and merger talks with Frontier, while Frontier also appointed a new CEO and faced a downgrade from BofA Securities due to anticipated rising costs.
Frontier Group Adds Independent Director to Board, Committees
Frontier Group Holdings (ULCC) has appointed Anthony D. Salcido, former Chief Accounting Officer of Toyota Motors North America, as an independent Class II director to its Board. This expansion from eleven to twelve members, effective February 5, 2026, also places Salcido on the Audit Committee and Safety & Security Committee. The move aims to strengthen financial oversight and board independence, supporting Frontier's ultra-low-cost growth strategy, despite an analyst 'Sell' rating and Spark AI's 'Neutral' assessment on the stock.
Frontier Group (NASDAQ: ULCC) appoints Anthony Salcido to board, audit panel
Frontier Group Holdings, Inc. (NASDAQ: ULCC) has appointed Anthony D. Salcido as a new Class II independent director, expanding its board from eleven to twelve members, effective February 5, 2026. Salcido, former Chief Accounting Officer of Toyota Motors North America, will serve on the Audit and Safety & Security Committees. He will receive annual cash compensation and restricted stock unit awards, aligning with standard public company director compensation practices.
Frontier Group Holdings, Inc. Announces New Board Member
Frontier Group Holdings, Inc. (NASDAQ: ULCC) has announced the appointment of Anthony Salcido to its Board of Directors. Salcido brings extensive experience in corporate financial leadership, having served as Chief Accounting Officer of Toyota Motors North America and holding various senior financial positions within Toyota. His expertise is expected to be a significant asset to the airline.
Former Toyota accounting boss joins Frontier Airlines boardroom
Frontier Group Holdings (NASDAQ: ULCC) has appointed Anthony Salcido, former Chief Accounting Officer of Toyota Motors North America, to its Board of Directors, effective February 9, 2026. Salcido brings extensive corporate financial leadership and audit experience, which is expected to greatly benefit Frontier's financial oversight. He previously held senior financial roles at Toyota since 2005 and served on various nonprofit and corporate boards as Audit and Finance Committee chair.
Frontier Group Holdings Inc stock hits 52-week high at $6.60
Frontier Group Holdings Inc (ULCC) recently reached a 52-week high of $6.60, with its stock surging over 28% in the past week and 95% in the last six months, despite a 30% decline over the last year. The airline is currently navigating market volatility and broader industry challenges, including potential cost increases, and is trading above its Fair Value according to InvestingPro. Meanwhile, Spirit Airlines, also facing financial challenges, is exploring a potential takeover and a merger with Frontier Group Holdings.
Frontier Group Holdings, Inc. (NASDAQ:ULCC) Given Consensus Recommendation of "Hold" by Analysts
Analysts have issued a "Hold" consensus rating for Frontier Group Holdings, Inc. (ULCC), with an average 12-month price target of $6.38, based on two sell, five hold, and two buy recommendations. The company has seen significant insider selling, with CEO Barry Biffle and SVP Steve Schuller selling a combined 105,000 shares, although insiders still own 48% of the company. Frontier Group's shares opened at $6.52, up 15.4%, and the company has a market capitalization of approximately $1.49 billion with a negative P/E ratio of -10.69.
Frontier Group Holdings Announces Webcast of Fourth Quarter 2025 Financial Results
Frontier Group Holdings, Inc. (NASDAQ: ULCC) will release its fourth quarter 2025 financial results before market open on Wednesday, February 11, 2026. Management will host a live webcast with analysts on the same day at 11:00 AM ET to discuss these results, which will be accessible on a listen-only basis at their investor relations website. A replay of the call will be archived for 30 days.
Frontier Airlines to Release Q4 2025 Financial Results
Frontier Group Holdings will release its Q4 2025 financial results on February 11, 2026, before the market opens, offering insights into its financial and operational performance. Management will host a live webcast with analysts at 11:00 AM ET on the same day to discuss the results and foster investor communication. A replay of the earnings call will be available on the company's Investor Relations website for 30 days.
There's Reason For Concern Over Frontier Group Holdings, Inc.'s (NASDAQ:ULCC) Massive 38% Price Jump
Frontier Group Holdings (NASDAQ: ULCC) has seen a significant 38% price jump recently, but the stock is still down 30% over the last year. Despite the recent surge, its price-to-sales (P/S) ratio of 0.4x is similar to the industry median of 0.6x. Concerns arise as its revenue growth has been slower than most competitors, and future revenue growth of 12% is projected to be materially lower than the industry's 28% forecast, suggesting potential overvaluation despite the comparable P/S ratio.
Is Frontier (ULCC) Becoming an Aircraft Trader Rather Than an Airline – and What That Means?
Recent commentary suggests that Frontier Group Holdings (ULCC) has become increasingly reliant on aircraft order book monetization and sale-leaseback deals, raising questions about its long-term business model and profitability. Analysts believe the company's true economic engine has shifted from airline operations to aircraft trading, leading to concerns about liquidity, rising maintenance costs, and potential restructuring. This situation redefines Frontier's investment narrative and risk profile, with some valuation reports indicating the stock may still be undervalued.
Frontier Group to Release Q4 2025 Financial Results on February 11
Frontier Group Holdings will release its Q4 2025 financial results on February 11, 2026, before market open, followed by a live webcast at 11:00 AM ET. The company, through its subsidiary Frontier Airlines, emphasizes its commitment to "Low Fares Done Right" and operates a modern A320neo fleet. Wall Street analysts currently forecast ULCC stock to fall over the next 12 months, with an average one-year price target of $5.25.
Frontier Airlines parent sets Feb. 11 webcast for Q4 2025 results
Frontier Group Holdings (NASDAQ: ULCC) is scheduled to release its fourth-quarter 2025 financial results before the market open on Wednesday, February 11, 2026. The company will also host a live, listen-only webcast for analysts and investors at 11:00 AM ET on the same day to discuss these results. A replay of the webcast will be archived on the company's Investor Relations website for 30 days.
Frontier Group Holdings Announces Webcast of Fourth Quarter 2025 Financial Results
Frontier Group Holdings, Inc. (NASDAQ: ULCC) will release its fourth quarter 2025 financial results before market open on Wednesday, February 11, 2026. Management will host a live webcast with analysts on the same day at 11:00 am ET to discuss the results. The webcast will be publicly available on a listen-only basis and will be archived on the company's investor relations website for 30 days.
A Big Game Moment Comes Full Circle as John Leonard Finally Gets Redemption - 30 Years After He Collected Enough Rewards Points for a Jet
Frontier Airlines is celebrating a unique marketing stunt from 30 years ago by giving John Leonard, who famously tried to claim a jet with reward points, 7 million miles. The airline is also offering consumers the chance to convert other brands' reward points for up to 5,000 free Frontier Miles between February 5-22, 2026. This initiative highlights Frontier's loyalty program, which aims to provide significant value and attainable elite benefits to everyday travelers.
Frontier Group Holdings, Inc. (ULCC): A Bear Case Theory
This article summarizes a bearish thesis on Frontier Group Holdings, Inc. (ULCC), arguing that its profitability is primarily driven by monetizing its aircraft order book through sale-leaseback transactions, rather than sustainable airline operations. The authors suggest that Frontier's core business is structurally unprofitable due to intense competition and rising costs, leading to persistent cash burn and a fragile liquidity position. The thesis predicts a balance-sheet-driven restructuring within 12-18 months unless there's a significant external intervention.
Earnings Preview: Frontier Group Holdings (ULCC) Q4 Earnings Expected to Decline
Frontier Group Holdings (ULCC) is expected to report a year-over-year decline in Q4 earnings and revenues for the quarter ended December 2025. The Zacks Consensus Estimate is a quarterly earnings of $0.09 per share, a 60.9% decrease, with revenues projected to be $972.68 million, down 2.9%. The company's Earnings ESP of -14.26% and a Zacks Rank of #4 suggest it may be difficult to predict an earnings beat.
3 Reasons ULCC is Risky and 1 Stock to Buy Instead
This article analyzes Frontier Group Holdings Inc (ULCC), highlighting three reasons why it's considered a risky investment: weak revenue passenger miles growth, significant cash burn resulting in negative free cash flow, and a short cash runway exacerbated by high debt, which could lead to shareholder dilution. The author advises caution and suggests investors consider alternative growth stocks instead of ULCC due to its shaky fundamentals despite a seemingly cheap valuation.
Is Frontier Group Holdings (NASDAQ:ULCC) Using Debt In A Risky Way?
Frontier Group Holdings (NASDAQ:ULCC) increased its debt to US$668.0m in September 2025, up from US$469.0m a year prior, leading to net debt of US$102.0m. Despite having US$566.0m in cash, the company faces significant liabilities totaling US$5.54b more than its cash and short-term receivables. With an EBIT loss of US$386m and burning through US$519m last year, the company is identified as a high-risk stock, potentially requiring recapitalization.
Does Elevating James G. Dempsey to Permanent CEO Reshape Frontier Group’s Strategic Arc (ULCC)?
Frontier Group Holdings (ULCC) has appointed James G. Dempsey as its permanent CEO, effective January 7, 2026, formalizing his interim leadership. This move is seen as a stabilizing step rather than a transformational one, as markets had already adjusted to his interim role. The key focus for investors remains whether this leadership continuity can help address execution risks and persistent losses for the unprofitable ultra low-cost carrier, ultimately leading to improved earnings and revenue.
Frontier Group Holdings, Inc. (NASDAQ:ULCC) Given Average Rating of "Hold" by Brokerages
Frontier Group Holdings, Inc. (NASDAQ:ULCC) has received an average "Hold" rating from brokerages, with an average 12-month price target of $6.38. The company recently reported quarterly EPS of ($0.34) which matched estimates, and revenue of $886 million, below expectations. Insider selling has been noted recently, although insiders still own a significant portion of the company's stock.
Frontier Airlines' parent company elects new president and CEO
This article announces that Frontier Airlines' parent company has elected a new president and CEO. Further details about the individual or the implications of this change are not provided in the given content.
Frontier Airlines Remains A 'Hold' As Strategy Shift Has Yet To Crystalize (NASDAQ:ULCC)
Frontier Group Holdings (ULCC) has outperformed the S&P 500 but now trades above the analyst's price target of $5.25. While facing near-term revenue declines, strategic shifts such as launching first class and growing loyalty programs could aid EBITDA margin recovery, alongside easing competitive pressures as Spirit Airlines reduces overlapping routes. However, the company faces high capital needs and negative operating cash flow, maintaining a "Hold" rating due to fragile upside dependent on uncertain cash flow and reliance on debt for fleet expansion.
Frontier Group (ULCC) Is Up 9.5% After Naming Dempsey CEO And Raising Q4 EPS Outlook
Frontier Group (ULCC) saw its stock rise 9.5% after appointing James G. Dempsey as its new President, CEO, and board member. The company also raised its fourth-quarter 2025 adjusted diluted earnings per share outlook, attributing the stronger revenue to the new leadership and improved demand. This move signals continuity in its ultra-low-cost model, with analysts highlighting the potential for sustainable profits despite industry challenges.
