Stock Track | Volaris Plummets 5.59% as Q4 Earnings Disappoint on Higher Costs and Engine Inspections

Stock Track
24 Feb

Shares of Controladora Vuela Compania de Aviacion SAB de CV (VLRS), the parent company of Mexican ultra-low-cost airline Volaris, plummeted 5.59% in pre-market trading on Monday, February 24th, 2025. The sharp decline followed the company's disappointing fourth-quarter 2024 financial results.

The key highlights from Volaris' Q4 earnings report include:

  • Net income of $46 million, down 58.9% year-over-year and missing analyst expectations
  • Total operating revenue declined 7.1% to $835 million, impacted by lower capacity and the depreciation of the Mexican peso
  • Higher operating costs, with CASM ex fuel increasing 16.8% due to reduced operating leverage from aircraft groundings related to engine inspections
  • Conservative 2025 guidance, with expected lower EBITDAR margins of 34% to 36% compared to 36.3% in 2024

Volaris cited ongoing challenges from grounded aircraft due to inspections of Pratt & Whitney GTF engines as a significant headwind impacting its operations and profitability. The company expects these engine disruptions to continue affecting a substantial portion of its fleet through 2027, leading to higher costs and operational inefficiencies.

While Volaris plans to prioritize profitability and capacity discipline in 2025, its cautious outlook and the persistent engine inspection issues weighed heavily on investor sentiment, contributing to the steep sell-off in the company's shares on Monday.

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