What changed
Adjusted EPS of $0.48 exceeded guidance, though no consensus was provided. Revenue grew 4.9% to $2.6B, driven by higher Capacity Days. Full-year 2026 Adjusted EPS guidance was set at ~$1.50. The beat was supported by ~$100M in annualized cost savings from vendor consolidation and SG&A cuts, while Net Yield fell 2.1% as reported, better than the guided 3.6% decline.
Why it matters
Adjusted EPS of $0.48 exceeded guidance, though no consensus was provided. Revenue grew 4.9% to $2.6B, driven by higher Capacity Days. Full-year 2026 Adjusted EPS guidance was set at ~$1.50. The beat was supported by ~$100M in annualized cost savings from vendor consolidation and SG&A cuts, while Net Yield fell 2.1% as reported, better than the guided 3.6% decline.
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Jul 30, 2026 05:52 PM ET