Southwest CEO Bob Jordan on higher jet fuel costs: We're planning as if those persist into 2027

CNBC's Phil LeBeau and Southwest Airlines CEO Bob Jordan joins 'Squawk Box' to discuss the company's quarterly earnings results, impact of higher jet fuel costs, travel demand outlook, and more.

CNBC Television • 18 hours ago

Southwest Airlines: 3 Key Takeaways for Long-Term Investors

Third-quarter operating revenue reached a record $8.4 billion. Revenue per available seat mile increased 21.6% year over year, exceeding guidance.

The Motley Fool • 12 hours ago

Southwest Airlines posts record revenue as fuel costs surge

Southwest Airlines Co (NYSE:LUV) reported record third-quarter revenue of $8.4 billion as stronger fares lifted income despite an $821 million increase in fuel costs. Operating revenue rose 21% year on year for the three months to September 30, while the operating margin increased to 4.5% from 0.5% a year earlier.

Proactive Investors • 17 hours ago

What Southwest Airlines (LUV) Said on Its Q3 Earnings Call

Southwest Airlines NYSE: LUV reported record third-quarter operating revenue of $8.4 billion and said its transformation initiatives contributed across the business, helping offset an $820 million year-over-year fuel-cost headwind.

MarketBeat • 10 hours ago

LUV Q3 Earnings Beat on Record Revenues and Higher Fares

Southwest Airlines beats Q3 earnings estimates as record revenues, higher fares and strong demand drive profit growth and margin expansion despite rising fuel costs.

Zacks Investment Research • 14 hours ago

Southwest Airlines Co. (LUV) Q3 2026 Earnings Call Transcript

Southwest Airlines Co. ( LUV ) Q3 2026 Earnings Call October 22, 2026 10:00 AM EDT Company Participants Danielle Collins - Managing Director of Investor Relations Robert Jordan - President, CEO & Vice Chairman of the Board Justin Jones - Executive VP & Chief Commercial Officer Tom Doxey - Executive VP & CFO Anthony Roach - Executive VP and Chief Customer & Brand Officer Andrew Watterson - Chief Operating Officer Conference Call Participants Jamie Baker - JPMorgan Chase & Co, Research Division Catherine O'Brien - Goldman Sachs Group, Inc., Research Division Duane Pfennigwerth - Evercore ISI Institutional Equities, Research Division Conor Cunningham - Melius Research LLC Sheila Kahyaoglu - Jefferies LLC, Research Division Michael Linenberg - Deutsche Bank AG, Research Division Thomas Fitzgerald - TD Cowen, Research Division John Godyn - Citigroup Inc., Research Division Savanthi Syth - Raymond James & Associates, Inc., Research Division Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Scott Group - Wolfe Research, LLC Brandon Oglenski - Barclays Bank PLC, Research Division Andrew Didora - BofA Securities, Research Division Ravi Shanker - Morgan Stanley, Research Division Atul Maheswari - UBS Investment Bank, Research Division Presentation Operator Hello, everyone, and welcome to the Southwest Airlines Third Quarter 2026 Earnings Conference Call. My name is Gary, and I'll be moderating today's call.

Seeking Alpha • 10 hours ago

Airline Stocks Rise After Southwest's Strong Q3 Results

Airline shares are rallying Thursday after Southwest Airlines Co. (NYSE:LUV) beat Wall Street's third-quarter estimates.

Benzinga • 12 hours ago

Southwest Cuts Earnings Outlook Amid Rising Fuel Costs

The Dallas-based carrier now expects adjusted earnings per share to be $2.60 to $2.85 this year as fuel costs continue to weigh on airlines' margins.

WSJ • Oct 21, 2026

Southwest Airlines cuts 2026 profit forecast on higher fuel

Southwest Airlines became the third major U.S. airline this month to cut its 2026 profit forecast due to higher fuel prices.

CNBC • Oct 21, 2026

Southwest Airlines cuts 2026 profit forecast as fuel costs spike

Southwest Airlines posted better-than-expected third-quarter adjusted earnings on ​Wednesday, driven by higher fares and additional fees, but forecast ‌fourth-quarter profit below expectations.

Reuters • Oct 21, 2026