Overview
Travel technology firm's Q4 revenue rose 3% yr/yr, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company repaid over $1 bln of debt, improving maturity profile
Outlook
Sabre expects acceleration in year-on-year volume and revenue growth in 2026
Company anticipates additional revenue growth from AI innovations
Result Drivers
DISTRIBUTION REVENUE - Increased by 5% due to higher transaction-based revenue and favorable travel supplier mix
IT SOLUTIONS REVENUE - Declined by 4% due to non-recurring revenue from prior year
OPERATING INCOME - Decreased due to restructuring charges and increased incentive expenses
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $667 mln | $650.60 mln (2 Analysts) |
Q4 Adjusted EPS | Beat | -$0.01 | -$0.07 (3 Analysts) |
Q4 Net Income | -$103 mln | ||
Q4 Adjusted EBITDA | Miss | $110 mln | $114.72 mln (2 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
Wall Street's median 12-month price target for Sabre Corp is $2.25, about 139.8% above its February 17 closing price of $0.94
The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 10 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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