LUVindustrialsnyseupdated 10:33:08 PM

Southwest Airlines logoSouthwest Airlines

Southwest Airlines (LUV) is a industrials company operating in airlines. Order books, infrastructure cycles, and operating leverage often influence re-rating potential. This analysis page tracks valuation context, trend strength, and downside risk over time.

Price

$42.08

-0.47% today

Risk

Medium

25.9% vol · 30d

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Key facts, as of

As of September 29, 2026, Southwest Airlines (LUV) trades at $42.08, up 28.4% over the past year. Its 52-week range runs from $29.26 to $55.11; the price is 23.6% below that high. It sits 3.3% below its 200-day average of $43.51, the usual sign of a long-term downtrend. Its 30-day volatility is 25.9% annualized, which we rate medium risk. It has a trailing P/E of 26.3 and a dividend yield of 1.70%.

Cite: Portfolio Terminal, "Southwest Airlines (LUV) stock analysis", 2026-09-29. https://portfolio-terminal.com/analyse/luv

01Market

Where it trades today

Market cap

$20.59B

Price / earnings

26.3x

Beta

1.12

swings more than the market

Dividend yield

1.70%

Volume

4.06M

avg 5.36M

50-day average

$42.52

200-day average

$43.51

30-day trend

bullish

52-week range23.6% below the high
low $29.26$42.08high $55.11

trading 50% of the way up its 52-week range

02Price

How the price has moved

30-day price+9.21%
30 days ago$38.53 → $42.08today
1-year performance+29.4%
$36$43$50OctNovDecJanFebMarAprMayJunJulAugSep
LUV · 52 weeks$32.52 → $42.08
03Decision

What to weigh before acting

decision support3 sources

What Matters Now

  • Order-book quality, backlog conversion, and operating leverage usually tell you more than a single quarter of revenue growth.
  • LUV trades at 26.3x earnings, well above the industrials average of 18.5x, so the market is already pricing in above-consensus execution.
  • LUV carries a beta of 1.12, which means the stock should be judged on how it affects total portfolio swings, not just on standalone upside.
  • LUV is in a bullish short-term regime and only 23.6% below its 52-week high, so the question is whether fundamentals can keep pace with that stronger tape.

Portfolio Use Case

  • LUV is more useful for investors comparing conviction names inside industrials than for someone looking for a passive “set and forget” holding.
  • The risk profile looks balanced enough for a diversified core-plus portfolio, provided the position size reflects sector concentration.
  • This page is most useful for deciding whether the stock deserves a permanent slot in the portfolio or just a place on the watchlist.

What Would Change the View

  • A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in LUV.
  • If the short-term trend rolls over while volume fades, the market may stop paying up for momentum before the fundamentals change.
  • Volatility is already above the sector norm, so even a correct long-term thesis can be painful if the position size is too aggressive.

Methodology

  • Price, market cap, beta, yield, and liquidity fields for LUV come from Yahoo Finance quote and summary data.
  • 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
  • Sector context uses stored benchmark averages for Industrials so each page compares the ticker against a stable peer baseline rather than against the whole market.
  • Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as CAT, HON.

Sources

  • Yahoo Finance quote dataopen →

    Live quote, valuation, beta, yield, and volume fields used for LUV. Last refresh: Sep 29, 2026, 10:33 PM.

  • Portfolio Terminal methodologyopen →

    Explains how analytics, refresh cadence, and portfolio interpretation work across the product.

  • Peer set and coverage context

    Comparative context for this page is anchored around nearby tracked names such as CAT, HON.

Editorial note · Written by Portfolio Terminal Research. Template updated 3/24/2026, market data refreshed 9/29/2026, 10:33:08 PM. Built for research and portfolio monitoring, not personalized investment advice.
04About

What Southwest Airlines does

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…

Employees

73,456

Industry

Airlines

Headquarters

Dallas, United States

05Analyst Consensus

What analysts expect

LUV carries a buy consensus from 23 analysts, with an average price target of $49.79 versus $42.08 today (+18.3%). Targets are estimates and can move quickly after earnings.

Consensus

Buy

Average target

$49.79

$35.00 to $65.00

Upside to target

+18.3%

Analysts covering

23

Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.

06Financial Strength

How the business is doing

LUV generated $30.07B in trailing revenue (16.4% year over year), with a 2.8% net margin, and -$834.75M of free cash flow, against $3.10B of net debt.

Revenue (TTM)

$30.07B

Net margin

2.8%

Revenue growth

16.4%

Free cash flow

-$834.75M

Gross margin

22.4%

Operating margin

3.4%

Return on equity

11.1%

Total cash

$3.79B

Total debt

$6.89B

Earnings growth

20.5%

07Annual Financials

The numbers, year by year

annual financials4 years
Fiscal yearRevenueGross profitOperating incomeNet incomeEPSFree cash flow
2025$28.06B$4.89B$428.00M$441.00M$0.82-$831.00M
2024$27.48B$4.46B$321.00M$465.00M$0.78-$1.59B
2023$26.09B$4.22B$224.00M$465.00M$0.84-$356.00M
2022$23.81B$4.75B$1.02B$539.00M$0.91-$156.00M
Company filings via Yahoo Finance. Refreshed 9/29/2026.
08Next Earnings

When it reports next

Next report

Oct 21, 2026

EPS estimate

$0.59

Revenue estimate

$8.21B

Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.

09Sector

How it sits in industrials

Manufacturing, aerospace, defense, and infrastructure companies.

versus the sectorLUV vs average
metricLUVsectorverdict
price / earnings26.3x18.5x↑ 42%
beta1.121.05more volatile
dividend yield1.70%1.80%below average
30-day volatility25.9%22%higher risk
10Peers

The companies it competes with

LUV beside the industrials names it is usually measured against.

competitors3 companies
companypricemarket cap
Southwest Airlines logoLUV$42.08$20.59B
Caterpillar Inc. logoCAT$826.64$379.99BHoneywell International logoHON$210.13$66.60B
Any row opens that company's own analysis.
11Technicals

What the chart is saying

In a downtrend, with $40.80 the next floor.

downtrend
luv · daily
50-day 42.52200-day 43.51resistancesupport
35.0050.007030RSI 14 · 55volR 44.64R 43.39S 40.80S 37.2242.08AprMayJunJulAugSep
Daily candles · LUVLevels are zones where the price turned at least twice in the last year. Last close $42.08 on 2026-09-29.

RSI (14)

55

neutral zone

vs 50-day

−1.0%

avg $42.52

vs 200-day

−3.3%

avg $43.51

From 1-year high

−23.6%

high $55.11 · 2026-02-17

levels and the read29% annualized vol · 30d
resistance$44.64turned here 4×+6.1%
resistance$43.39turned here 3×+3.1%
support$40.80turned here 4×−3.1%
support$37.22turned here 3×−11.5%
  • Price is 1.0% below its 50-day average and 3.3% below its 200-day.
  • The 50-day crossed below the 200-day on 2026-09-21 (a “death cross”).
  • RSI at 55 is neither stretched nor washed out.
  • The nearest ceiling is $43.39 (+3.1%), the nearest floor $40.80 (-3.1%).

A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.

12Questions

Questions people ask about it

questions5 answered

Is LUV a good buy right now?

Southwest Airlines trades at 26.3x earnings. This is near market average. Current risk level is Medium based on 25.9% volatility.

Does LUV pay dividends?

Yes, Southwest Airlines offers a dividend yield of 1.70%. That is roughly $0.72 per share a year.

How volatile is LUV?

With 30-day annualized volatility of 25.9% and beta of 1.12, LUV is classified as Medium risk. Expect larger swings than the broader market during volatile periods.

What is the analyst price target for LUV?

The average analyst price target for Southwest Airlines (LUV) is $49.79 based on 23 analyst estimates, about 18.3% above the current price of $42.08. The published range runs from $35.00 to $65.00.

How much revenue does LUV generate?

Southwest Airlines reported $30.07B in trailing twelve-month revenue. Revenue growth is running at 16.4% year over year. Net margin sits at 2.8%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.

Compare LUV with anything

Five years side by side: what $10,000 became, how far each fell, whether they move together.

Southwest Airlines logo