AZUL Earnings

AZUL reported its earnings on 2025-05-15, showcasing a revenue of 920.00M against an estimate of 925.00M, resulting in a -0.54% surprise. The EPS was -2.18, surpassing the expected -0.05 by -4260% . The stock experienced a -9.24% price change on the earnings day and a -14.1% change over the next five days, reflecting market reactions to the results.

Following AZUL's earnings announcement on 2025-05-15, the stock price moved by -9.24% on the day of the release. Over the subsequent five days, it saw a -14.10% change. Historically, AZUL's stock price tends to shift by an average of +0.91% in the 10 days leading up to earnings and -1.12% in the 10 days following, providing insight into potential market.

For 2025/Q2, analysts estimate AZUL’s annual revenue to reach 5.00B, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between AZUL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AZUL's stock price typically moves by +0.91% in the 10 days before its earnings and -1.12% in the 10 days after. For the upcoming 2025/Q2 earnings, analysts expect an EPS of 0.00 and revenue of 5.00B.

The earnings call presents mixed signals. While there are strong ancillary revenue growth and cost management improvements, significant operational challenges and macroeconomic risks persist. The Q&A reveals management's optimism about EBITDA and demand, but uncertainty remains around M&A and cost specifics. The lack of a share buyback program, flat revenue, and regulatory issues further balance out the positives. Overall, the combination of positive and negative factors suggests a neutral stock price movement in the short term.