Southwest Airlines First Ships Fuel via Panama Canal to Los Angeles
Elliott cuts stake 40.6%; unrelated to fuel shipment but same-day corporate move
D1 -6.2% · +5d +2.0%
›3 waves of this story
2026-07-23 First barge shipment of 12.6M gallons amid supply worries, highlighting fuel cost pressure
2026-07-23 First barge shipment of 12.6M gallons jet fuel via Panama Canal to LA amid supply worries
2026-07-28 Elliott cuts stake 40.6%; unrelated to fuel shipment but same-day corporate move
EarningsBear
Southwest Airlines Q2 Beat but Weak Q3 Guidance; Arrowstreet Capital Cuts Stake by 37.6%
Arrowstreet Capital disclosed a 37.6% reduction in its LUV holdings (2.93M shares) in its latest 13F filing, reflecting institutional caution on weak Q3 guidance
D1 +3.6% · +5d -3.2%
›5 waves of this story
2026-07-15 Two Zacks reports both focus on upcoming Q2 results, citing resilient demand and improved pricing, with rising labor costs as a key challenge.
2026-07-21 Zacks and multiple X accounts reference this week's earnings calendar, confirming the event line without new facts
2026-07-23 Revenue misses, FY guidance cut, shares fall 5% premarket
2026-07-23 Q2 beat with record revenue, but Q3 guide below expectations, shares fell
2026-07-25 Arrowstreet Capital disclosed a 37.6% reduction in its LUV holdings (2.93M shares) in its latest 13F filing, reflecting institutional caution on weak Q3 guidance
Earnings
Southwest Airlines Q2 Earnings Approaching, Multiple Sources Flag
Q2 beat with record revenue, but Q3 guide below estimates, shares down ~5%
D1 +0.7% · +5d -4.9%
›3 waves of this story
2026-07-21 Multiple outlets and X accounts preview earnings this week, but no specific results yet—event is a pre-announcement.
2026-07-23 Q2 adj EPS $0.94 beat; Q3 guide and FY cut weigh on shares
2026-07-23 Q2 beat with record revenue, but Q3 guide below estimates, shares down ~5%
8-K filing
8-K: Item 2.02, Item 9.01
D1 -2.1% · +5d -6.9%
Earnings
Earnings report
第二季度调整后每股收益为0.94美元，同比增长约120%，远超公司初步指引和分析师共识。
D1 -2.1% · +5d -6.9%
8-K filing
8-K: Item 1.01, Item 2.03
D1 -2.6% · +5d +16.9%
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Event thread
Key events, in time order
10 items
8-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01
D1 -0.2% · +5d -11.1%
8-K filing
8-K: Item 5.02
D1 +1.4% · +5d -6.7%
8-K filing
8-K: Item 5.02
D1 -4.6% · +5d -3.5%
RegulationBull
FAA Certifies Boeing 737 MAX 7; Southwest Has ~30 Aircraft in Storage
Southwest Airlines First Ships Fuel via Panama Canal to Los Angeles
Elliott cuts stake 40.6%; unrelated to fuel shipment but same-day corporate move
D1 -6.2% · +5d +2.0%
›3 waves of this story
2026-07-23 First barge shipment of 12.6M gallons amid supply worries, highlighting fuel cost pressure
2026-07-23 First barge shipment of 12.6M gallons jet fuel via Panama Canal to LA amid supply worries
2026-07-28 Elliott cuts stake 40.6%; unrelated to fuel shipment but same-day corporate move
5 earlier events›
EarningsBear
Southwest Airlines Q2 Beat but Weak Q3 Guidance; Arrowstreet Capital Cuts Stake by 37.6%
Arrowstreet Capital disclosed a 37.6% reduction in its LUV holdings (2.93M shares) in its latest 13F filing, reflecting institutional caution on weak Q3 guidance
D1 +3.6% · +5d -3.2%
›5 waves of this story
2026-07-15 Two Zacks reports both focus on upcoming Q2 results, citing resilient demand and improved pricing, with rising labor costs as a key challenge.
2026-07-21 Zacks and multiple X accounts reference this week's earnings calendar, confirming the event line without new facts
2026-07-23 Revenue misses, FY guidance cut, shares fall 5% premarket
2026-07-23 Q2 beat with record revenue, but Q3 guide below expectations, shares fell
2026-07-25 Arrowstreet Capital disclosed a 37.6% reduction in its LUV holdings (2.93M shares) in its latest 13F filing, reflecting institutional caution on weak Q3 guidance
Earnings
Southwest Airlines Q2 Earnings Approaching, Multiple Sources Flag
Q2 beat with record revenue, but Q3 guide below estimates, shares down ~5%
D1 +0.7% · +5d -4.9%
›3 waves of this story
2026-07-21 Multiple outlets and X accounts preview earnings this week, but no specific results yet—event is a pre-announcement.
2026-07-23 Q2 adj EPS $0.94 beat; Q3 guide and FY cut weigh on shares
2026-07-23 Q2 beat with record revenue, but Q3 guide below estimates, shares down ~5%
8-K filing
8-K: Item 2.02, Item 9.01
D1 -2.1% · +5d -6.9%
Earnings
Earnings report
第二季度调整后每股收益为0.94美元，同比增长约120%，远超公司初步指引和分析师共识。
D1 -2.1% · +5d -6.9%
8-K filing
8-K: Item 1.01, Item 2.03
D1 -2.6% · +5d +16.9%
$LUV — what investors on X are saying · SpikePanel
$LUV — investor discussion on X
About the company
Southwest Airlines is a U.S. carrier flying Boeing 737s to 121 destinations, offering no-frills service with free bags and a famous loyalty program.
Revenue hit USD 28.06B in 2025, but net margin was just 1.57%, meaning thin profits from ticket sales and fees, not recurring subscriptions.
Its point-to-point route network and employee culture are hard to copy, but low-cost rivals like Spirit Airlines and Frontier Airlines undercut on price, eroding its advantage.
Five-factor rating
Hold (sector percentile 43) — value A-, growth B, profitability B+, momentum C+, revisions D. Updated daily, sector-relative, identical for every user.
