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Azul SA (DE:8AZA)
FRANKFURT:8AZA
Earnings Data
Report Date
May 15, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.36Same Quarter Last Year
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 24, 2025
|% Change Since: 1.80%
|Next Earnings Date:May 15, 2025
Earnings Call Sentiment|Positive
Despite significant operational and financial challenges, Azul demonstrated strong revenue growth and strategic advancements. The successful capital restructuring and operational efficiencies position the company for future profitability, outweighing the lowlights.Company Guidance
During Azul's fourth quarter earnings call for fiscal year 2024, the company provided robust guidance and disclosed record financial metrics. Azul reported a record revenue of BRL5.5 billion, representing a 10% year-over-year increase, and a record EBITDA of BRL2 billion with a 35.2% margin. The company maintained a strong RASK of BRL0.45, despite an 11% capacity growth and a 17% drop in fuel prices. The airline's EBIT reached BRL1.2 billion, reflecting its competitive advantages and low unit costs. Azul's diversification strategy, called "Beyond the Metal," contributed significantly, with high-margin business units impacting RASK and accounting for 24% of the 2024 EBITDA. The company's Elevate plan enhanced aircraft utilization by nearly 13% and improved productivity by 10%. For 2025, Azul reaffirmed its guidance, projecting a record EBITDA of BRL7.4 billion, driven by significant revenue growth and a strengthened capital structure after a comprehensive debt restructuring that eliminated BRL6.3 billion in debt and optimized cash generation.Record Revenue and Profitability
Azul reported a record revenue of BRL5.5 billion, up 10% year-over-year, with a strong RASK of BRL0.45. The company also achieved record quarterly EBITDA of BRL2 billion with a margin of 35.2% and EBIT of BRL1.2 billion.
Strategic Network and Capacity Growth
Azul’s unique network allows it to be the only carrier in 82% of its routes. The capacity increased by 11% year-over-year, with expectations for further revenue improvements as Porto Alegre fully reopened.
Diversification and Growth Beyond the Metal
Azul's high-margin business units' contribution to RASK grew to 23% in 4Q '24. The loyalty program now has over 18 million members, and the vacations business saw 63% growth in gross billings in 2024.
Operational Efficiency Improvements
Aircraft utilization increased by almost 13%, and productivity improved by 10% in terms of ASKs per FTE. The CASK was down 6.5% year-over-year.
Successful Capital Restructuring
Azul eliminated almost BRL8.5 billion in debt and raised $500 million of new capital, significantly improving liquidity and cash generation.
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DE:8AZA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DE:8AZA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 24, 2025 | €1.67 | €1.73 | +3.59% |
| Nov 14, 2024 | €2.48 | €2.58 | +4.03% |
| Aug 12, 2024 | €3.82 | €3.40 | -10.99% |
| May 13, 2024 | €5.80 | €5.95 | +2.59% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Azul SA (DE:8AZA) report earnings?
Azul SA (DE:8AZA) is schdueled to report earning on May 15, 2025, TBA Not Confirmed.
What is Azul SA (DE:8AZA) earnings time?
Azul SA (DE:8AZA) earnings time is at May 15, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Azul SA stock?
The P/E ratio of Azul SA is N/A.
What is DE:8AZA EPS forecast?
DE:8AZA EPS forecast for the fiscal quarter 2025 (Q1) is -0.07.
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