Company Profile

LUV insider trades (13 months) →

Today's multi-factor rank: 84 of 466 · see the ranking

Quant500 Scores

Momentum

5.2/10

Value

5.9/10

Growth

6.2/10

Quality

4.3/10

Multifactor

5.4/10

Market and Valuation

Price & Market

Prev Close Price:$40.34

Open:$40.51

Day's Low:$40.52

Day's High:$41.34

Bid / Ask:-

Market Cap:20.05B

Enterprise Value:23.15B

52-Week Range

52-Week Low:$29.26

52-Week High:$55.11

Current position in 52-week range

52w Low-52w High

50-Day Avg:$43.43

200-Day Avg:$43.34

Volume

Volume Today:14,078,351

Avg Volume (3m):5,520,793

Avg Volume (10d):6,508,970

52-Week Change:+26.87%

vs S&P 500, 52 weeks:-

Beta:1.12

Valuation Multiples

PER Trailing:25.14

PER Forward:8.75

PEG Ratio:0.19

Price / Book:2.83

Price / Sales (TTM):0.67

EV / Revenue:0.77

EV / EBITDA:9.90

Dividends

Current yield:1.78%

Annual Dividend Rate:$0.72

Dividend Trailing:$0.72

Yield Trailing:1.78%

5-Year Avg Yield:1.03%

Payout Ratio:45.00%

Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-

Fiscal Year (Next):-

Date Filter (Month):

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):30.07B

Gross Profit:6.74B

EBITDA:2.34B

Net Income (TTM):837.00M

Rev Growth (YoY):+16.40%

Earnings Growth (YoY):+20.50%

Quarterly earnings growth (YoY):+9.40%

Margins

Gross Margin:-

EBITDA Margin:-

Operating Margin:-

Net Margin:-

Per Share

EPS Trailing (TTM):-

EPS Forward (Est.):$4.68

Revenue Per Share:$59.37

Cash Per Share:-

Book Value:$14.48

Last Dividend:-

Ex-Dividend Date:-

Last Split:-

Balance Sheet & Liquidity

Total cash:3.79B

Total Debt:6.89B

Net Debt (Debt - Cash):3.10B

Debt / Equity:97.28%

Current Ratio:0.49

Quick Ratio:0.38

Cash Flows

Operating Cash Flow:2.53B

Free Cash Flow (FCF):−834.75M

FCF Yield (FCF / Market Cap):-

Enterprise Value:23.15B

EV / Revenue:0.77

EV / EBITDA:9.90

Profitability

ROE (Return on Equity):11.10%

ROA (Return on Assets):2.32%

PER Trailing:25.14

PER Forward:8.75

Price / Book:2.83

PEG Ratio:0.19

52-Week Change:+26.87%

S&P 500 change, 52 weeks:+14.80%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$1.63

EPS Forward (Est.):$4.68

PER Forward:-

PEG Ratio:0.19

Growth and Margins

Earnings Growth YoY:-

Quarterly Earnings Growth YoY:-

Rev Growth YoY:-

Net Margin:-

Gross Margin:-

EBITDA Margin:-

Per Share

Revenue Per Share:$59.37

Cash Per Share:-

Book Value:$14.48

Cash Flows (TTM)

Free Cash Flow:−834.75M

Operating Cash Flow:2.53B

EBITDA:2.34B

Total Revenue (TTM):30.07B

Net Income (TTM):837.00M

Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter	Period	Actual EPS	Estimated EPS	Difference	Surprise %	Currency

Ownership Structure

Ownership Distribution

% Insiders:-

% Institutional:-

% Inst. (of Float):-

No. of Institutions:-

Visual distribution

InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:489,208,201

Float (free shares):484,125,328

Short interest (shares):28,150,523

Short % of float:-

Short Ratio (days to cover):6.29

Short interest, prior month:-

Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-

Audit Risk:-

Board risk:-

Compensation Risk:-

Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization	Report Date	% Shares	No. Shares	Value (USD)	Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund	Report Date	% Shares	No. Shares	Value (USD)	Change %

Recent Insider Trades

Executive / Insider	Title	Date	Action	Shares

Options Chain

Expiration Date:

CALLS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

PUTS

Strike	Last	Bid	Ask	Vol.	O.I.	IV

Southwest Airlines Co. (LUV) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type	Date	Official link
8-K	2026-08-12	View filing ↗
8-K	2026-08-10	View filing ↗
8-K	2026-08-07	View filing ↗
10-Q	2026-07-23	View filing ↗
8-K	2026-07-22	View filing ↗
11-K	2026-06-26	View filing ↗
8-K	2026-05-19	View filing ↗
8-K	2026-05-11	View filing ↗
DEFA14A	2026-04-24	View filing ↗
10-Q	2026-04-23	View filing ↗

Company and Executive 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 Boeing 737 aircraft; and served 117 destinations in 42 states, the District of Columbia, and the Commonwealth of Puerto Rico, as well as ten near-international countries, including Mexico, Jamaica, the Bahamas, Aruba, the Dominican Republic, Costa Rica, Belize, Cuba, the Cayman Islands, and Turks and Caicos. Southwest Airlines Co. was incorporated in 1967 and is headquartered in Dallas, Texas.

General Information

Headquarters:United States

City:Dallas

Employees:73,456

Sector:Industrials

Industry:Airlines

Website:-

Key Executives

Name	Title	Age	Total pay
Mr. Robert E. Jordan	President, CEO & Vice Chairman of the Board	64	3.51M
Mr. Tom Doxey	Executive VP & CFO	45	1.88M
Mr. Andrew M. Watterson	Chief Operating Officer	58	2.21M
Mr. Justin Jones	Executive VP & Chief Commercial Officer	46	1.56M
Mr. Anthony Roach	Executive VP and Chief Customer & Brand Officer	45	1.28M
Mr. J. Ryan Martinez	Principal Accounting Officer, Senior VP of Finance & Controller	45	-
Mr. Thomas Merritt	VP of Technology Infrastructure & Services and CTO	-	-
Ms. Lauren Woods	Executive Vice President & Chief Information Officer	48	-

You have seen the engine room

Few finance sites let you get this far, and none we know of also shows you where its knowledge ends. If this way of working convinces you, the thing almost nobody catches in time can reach you by email: the big insider buys — executives and major shareholders putting in their own money — the same day they report them to the SEC, with the Form 4 linked. It takes three steps and none of them costs anything: create the account, confirm the email we send you, then switch the alert on in your profile (the icon at the top right). It starts off and it goes off again with the same click. Along the way all three are saved: your simulator portfolios, your personal portfolio and your Academy progress, synced across devices.

No card. No spam.

Southwest Airlines Co. (LUV): Quantitative Analysis

Name: Factor scores for Southwest Airlines Co. (LUV)
Creator: Quant500
License: https://quant500.com/legal

Southwest Airlines Co. (LUV) — Industrials — Airlines. LUV is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, LUV has returned +0.5% against +12.2% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Sep 18, 2026.

LUV ranks 84 of 466 on today's multifactor score, and 8 of the 70 Industrials companies that score. Its strongest factor is growth (Z 0.72, ranked 54 of 494); its weakest is quality (Z -0.39, ranked 370 of 473). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

Factor	Z-Score	Rank
Multifactor	0.244	84 of 466 ↓9
Momentum	0.103	199 of 497 ↓21
Value	0.544	91 of 494 ↓3
Quality	-0.394	370 of 473 =
Growth	0.723	54 of 494 =

Market data

Metric	Value
Price	$40.98
Market Cap	20.05B
P/E	25.14
Revenue (last 12 months)	30.07B
Price / book	2.83
Book value per share	$14.48
52-week range	$29.26 – $55.11
Dividend yield	1.78%
Beta	1.12
Average volume	5,520,793
Shares outstanding	489.21M
Short interest (% of float)	7.61% (as of Aug 31, 2026)

When does LUV report earnings? 7 of its last 12, after the close →

What are LUV insiders doing? 38 transactions filed with the SEC, of them 2 sells, the last one on Sep 15, 2026 →

Data as of Sep 18, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

Company Profile

Market and Valuation

Price & Market

52-Week Range

Volume

Valuation Multiples

Dividends

Valuation Context

Financial Statements TTM (Trailing 12 Months)

Income Statement

Margins

Per Share

Balance Sheet & Liquidity

Cash Flows

Profitability

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

Growth and Margins

Per Share

Cash Flows (TTM)

EPS Surprise History - Last 4 Quarters

Ownership Structure

Ownership Distribution

Shares & Short Interest

Governance Score (1=Best, 10=Worst)

Top Institutional Holders

Top Mutual Funds

Recent Insider Trades

Options Chain

CALLS

PUTS

Sentiment Metrics

Expected move

Southwest Airlines Co. (LUV) SEC filings: 10-K, 10-Q and 8-K

Company and Executive Profile

General Information

Key Executives

You have seen the engine room

Southwest Airlines Co. (LUV): Quantitative Analysis

Factor scores

Market data