LUVindustrialsnyseupdated 10:56:49 PM

LUSouthwest Airlines

Southwest Airlines (LUV) is a industrials company operating in airlines. Order books, infrastructure cycles, and operating leverage often influence re-rating potential. This analysis page tracks valuation context, trend strength, and downside risk over time.

Price

$40.98

+1.59% today

Risk

Medium

28.7% vol · 30d

share this asset
01Market

Where it trades today

Market cap

$20.05B

Price / earnings

25.6x

Beta

1.12

swings more than the market

Dividend yield

1.78%

Volume

14.08M

avg 5.38M

50-day average

$43.60

200-day average

$43.31

30-day trend

neutral

52-week range25.6% below the high
low $29.26$40.98high $55.11

trading 45% of the way up its 52-week range

02Price

How the price has moved

30-day price-3.55%
30 days ago$42.49 → $40.98today
1-year performance+26.0%
$36$43$50SepOctNovDecJanFebMarAprMayJunJulAug
LUV · 52 weeks$32.52 → $40.98
03Decision

What to weigh before acting

decision support3 sources

What Matters Now

  • Order-book quality, backlog conversion, and operating leverage usually tell you more than a single quarter of revenue growth.
  • LUV trades at 25.6x earnings, well above the industrials average of 18.5x, so the market is already pricing in above-consensus execution.
  • Recent realized volatility is running around 28.7%, above the sector norm of 22.0%, so position sizing matters more than usual.
  • Relative performance versus CAT, HON matters here because leadership inside industrials rarely stays static for long.

Portfolio Use Case

  • LUV is more useful for investors comparing conviction names inside industrials than for someone looking for a passive “set and forget” holding.
  • The risk profile looks balanced enough for a diversified core-plus portfolio, provided the position size reflects sector concentration.
  • This page is most useful for deciding whether the stock deserves a permanent slot in the portfolio or just a place on the watchlist.

What Would Change the View

  • A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in LUV.
  • Volatility is already above the sector norm, so even a correct long-term thesis can be painful if the position size is too aggressive.
  • The view would need revisiting if peers such as CAT, HON start winning the marginal flow or posting cleaner operating momentum.

Methodology

  • Price, market cap, beta, yield, and liquidity fields for LUV come from Yahoo Finance quote and summary data.
  • 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
  • Sector context uses stored benchmark averages for Industrials so each page compares the ticker against a stable peer baseline rather than against the whole market.
  • Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as CAT, HON.

Sources

  • Yahoo Finance quote dataopen →

    Live quote, valuation, beta, yield, and volume fields used for LUV. Last refresh: Sep 18, 2026, 10:56 PM.

  • Portfolio Terminal methodologyopen →

    Explains how analytics, refresh cadence, and portfolio interpretation work across the product.

  • Peer set and coverage context

    Comparative context for this page is anchored around nearby tracked names such as CAT, HON.

Editorial note · Written by Portfolio Terminal Research. Template updated 3/24/2026, market data refreshed 9/18/2026, 10:56:49 PM. Built for research and portfolio monitoring, not personalized investment advice.
04About

What Southwest Airlines does

profile

Southwest Airlines Co. operates as a passenger airline company that provides scheduled air transportation services in the United States and internationally. It also provides Rapid Rewards loyalty program; SWABIZ, an online booking tool; and inflight entertainment platform that includes movies-on-demand live and on-demand television, flight tracker, and additional curated content, as well as a variety of premium snacks and coffee. In addition, the company offers ancillary services, such as in-flight purchases, baggage fees, EarlyBird Check-In, and upgraded boarding, as well as transportation of pets and unaccompanied minors. As of December 31, 2025, the company operated a total fleet of 803…

Employees

73,456

Industry

Airlines

Headquarters

Dallas, United States

05Analyst Consensus

What analysts expect

LUV carries a hold consensus from 23 analysts, with an average price target of $49.83 versus $40.98 today (+21.6%). Targets are estimates and can move quickly after earnings.

Consensus

Hold

Average target

$49.83

$35.00 to $65.00

Upside to target

+21.6%

Analysts covering

23

Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.

06Financial Strength

How the business is doing

LUV generated $30.07B in trailing revenue (16.4% year over year), with a 2.8% net margin, and -$834.75M of free cash flow, against $3.10B of net debt.

Revenue (TTM)

$30.07B

Net margin

2.8%

Revenue growth

16.4%

Free cash flow

-$834.75M

Gross margin

22.4%

Operating margin

3.4%

Return on equity

11.1%

Total cash

$3.79B

Total debt

$6.89B

Earnings growth

20.5%

07Annual Financials

The numbers, year by year

annual financials4 years
Fiscal yearRevenueGross profitOperating incomeNet incomeEPSFree cash flow
2025$28.06B$4.89B$428.00M$441.00M$0.82-$831.00M
2024$27.48B$4.46B$321.00M$465.00M$0.78-$1.59B
2023$26.09B$4.22B$224.00M$465.00M$0.84-$356.00M
2022$23.81B$4.75B$1.02B$539.00M$0.91-$156.00M
Company filings via Yahoo Finance. Refreshed 9/18/2026.
08Next Earnings

When it reports next

Next report

Oct 21, 2026

EPS estimate

$0.59

Revenue estimate

$8.21B

Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.

09Sector

How it sits in industrials

Manufacturing, aerospace, defense, and infrastructure companies.

versus the sectorLUV vs average
metricLUVsectorverdict
price / earnings25.6x18.5x↑ 38%
beta1.121.05more volatile
dividend yield1.78%1.80%below average
30-day volatility28.7%22%higher risk
10Peers

The companies it competes with

LUV beside the industrials names it is usually measured against.

competitors3 companies
companypricemarket cap
LULUV$40.98$20.05B
CACAT$808.99$371.87BHOHON$206.46$65.44B
Any row opens that company's own analysis.
11Technicals

What the chart is saying

technicals30-day window

Southwest Airlines trades at $40.98, 25.6% below its 52-week high. With a beta of 1.12, it shows about average sensitivity to what the wider market does.

rsi (14)neutral
30-day trendneutral
volume14.1Mabove average
12Questions

Questions people ask about it

questions5 answered

Is LUV a good buy right now?

Southwest Airlines trades at 25.6x earnings. This is near market average. Current risk level is Medium based on 28.7% volatility.

Does LUV pay dividends?

Yes, Southwest Airlines offers a dividend yield of 1.78%. That is roughly $0.73 per share a year.

How volatile is LUV?

With 30-day annualized volatility of 28.7% and beta of 1.12, LUV is classified as Medium risk. Expect larger swings than the broader market during volatile periods.

What is the analyst price target for LUV?

The average analyst price target for Southwest Airlines (LUV) is $49.83 based on 23 analyst estimates, about 21.6% above the current price of $40.98. The published range runs from $35.00 to $65.00.

How much revenue does LUV generate?

Southwest Airlines reported $30.07B in trailing twelve-month revenue. Revenue growth is running at 16.4% year over year. Net margin sits at 2.8%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.