{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1630,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-09-04T06:17:14.359815+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"SkyWest Stock: It MISSED Earnings and JUMPED 8% — Here’s Why We Say BUY","slug":"skywest-stock-it-missed-earnings-and-jumped-8-here-s-why-we-say-buy","published_at":"2026-07-25T15:32:43+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/skywest-stock-it-missed-earnings-and-jumped-8-here-s-why-we-say-buy","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/skywest-stock-it-missed-earnings-and-jumped-8-%e2%80%94-here-s-why-we-say-buy/","audio_url":"https://mcdn.podbean.com/mf/web/f58sfzwlh6sqdj7k/audio_4.mp3","summary":"SkyWest, Inc. (SKYW) Q2 2026 — SkyWest (SKYW), the largest US regional airline, reported a rare Q2 2026 EPS MISS: diluted EPS of $2.54 came in below the ~$2.70 estimate and fell ~13% YoY (from $2.91), even as revenue rose ~7% to $1.10B. Net income was $101M vs $120M a year ago. The culprit was specific: aircraft fuel expense more than DOUBLED to $60.6M (from $27.5M) on higher per-gallon cost in the prorate business, plus a ~$9M other-income YoY swing. Yet the stock RALLIED ~8% (to ~$104) — because underneath, the operation improved: block hours +5% YoY / +9% sequential as parked jets reactivate (CRJ550 hrs +73%, CRJ900 +36%), pre-tax income +29% q/q, a funded E175 fleet build toward ~300 by end-2027, debt down to $2.3B, and a fresh +$250M buyback authorization (~$313M available). Our owner-earnings DCF (12% discount) lands fair value near $122 vs ~$104 — ~17% upside. Our call: BUY, 4/5. SkyWest is the largest regional airline in America — the operator that flies the smaller jets you board under the United, Delta, American and Alaska brands, with ~500 aircraft to 240+ destinations. Q2 2026 was a rare miss on the headline: diluted EPS of $2.54 fell short of the ~$2.70 estimate and dropped ~13% YoY, even though revenue rose ~7% to $1.10B. The whole miss traces to two lines: aircraft fuel MORE THAN DOUBLED to $60.6M (from $27.5M) as per-gallon cost jumped in SkyWest's prorate flying (the slice where it, not the major, pays for fuel), plus a ~$9M one-time other-income comparison that didn't repeat. It was a cost-line miss, not a demand miss. Underneath, the business inflected: block hours rose 5% YoY and 9% sequentially as parked regional jets return to service (CRJ550 block hours +73%, CRJ900 +36%) on an easing pilot shortage, and pre-tax income jumped 29% from Q1. The fle…","meta_description":"SkyWest, Inc. (SKYW) Q2 2026 — SkyWest (SKYW), the largest US regional airline, reported a rare Q2 2026 EPS MISS: diluted EPS of $2.54 came in below the ~…","key_points":[],"chapters":[],"topics":[],"duration_seconds":861,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/skywest-stock-it-missed-earnings-and-jumped-8-here-s-why-we-say-buy/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/skywest-stock-it-missed-earnings-and-jumped-8-here-s-why-we-say-buy.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}