Azul S.A.
Azul S.A.
Your view on AZUL
Overview
What the company does, where it operates, and who runs it.
About Azul S.A.
- Industry
- Airlines, Airports & Air Services
- Sector
- Industrials
- CEO
- John Peter Rodgerson
- Headquarters
- BR
- Industry
- Airlines, Airports & Air Services
- Sector
- Industrials
- CEO
- John Peter Rodgerson
- Headquarters
- BR
Azul S.A., together with its subsidiaries, provides passenger and cargo transportation services in Brazil. As of December 31, 2021, the company operated 850 daily departures to 125 destinations through a network of 259 non-stop routes with a fleet of 179 aircraft.
It is also involved in the loyalty programs, travel packages, investment fund, logistics solutions, and aircraft financing activities. The company was incorporated in 2008 and is headquartered in Barueri, Brazil.
Stock Data
Price chart, volume, and trading data.
What moved it
FRC Fair Value Algorithm
What the FRC Fair Value algorithm says it is worth vs. the current price — FRC's own, on every stock.
About this section
Fair value for Azul S.A. from FRC's valuation model, read against the market price. AZUL last traded at $4.50, 659.1× trailing earnings — the estimate is read against that market price. The model runs on every stock on the platform and shows the estimate per share and the date it was calculated. A free account covers 3 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
About this section
Valuation, profitability, liquidity and leverage ratios for Azul S.A.. Starting points for Azul S.A.: P/E 659.1, EPS $0.36, beta 7.61 — an Airlines, Airports & Air Services name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
About this section
Dividend history, yield and payout sustainability for Azul S.A.. Azul S.A. paid $0.15 per share over the last year — a 3.3% yield at the current $4.50 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
About this section
Reported vs. expected earnings history for Azul S.A.. Trailing twelve-month EPS for Azul S.A. stands at $0.36. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Wall Street Analyst Estimates
Analysts' price targets, ratings, and revenue and EPS estimates.
Price targets, ratings and estimates published by outside analysts. Not FRC research, not a recommendation, and not the FRC Fair Value: that is FRC's proprietary model, built on the cash a company generates.
Current price
—
live quote
Analysts' target
$9.55
average of analysts' targets
Analyst Ratings
- Strong Buy0
- Buy4
- Hold7
- Sell2
- Strong Sell0
Earnings Estimate
| EPS | Current QtrDec 2026 | Next QtrMar 2027 | Current YearFY Dec 2026 | Next YearFY Dec 2027 |
|---|---|---|---|---|
| Avg. estimate | -BRL 0.13 | BRL 1.34 | BRL 1.44 | BRL 6.78 |
| Low estimate | -BRL 0.22 | BRL 1.30 | BRL 0.78 | BRL 6.59 |
| High estimate | -BRL 0.04 | BRL 1.37 | BRL 2.09 | BRL 6.91 |
| No. of analysts | 1 | 1 | 2 | 1 |
| Year-ago EPS | BRL 212.721 | BRL 1.50 | BRL 0.421 | — |
| Growth | — | -11.0% | — | — |
1Year-ago EPS includes one-time items; growth not shown.
Revenue Estimate
| Revenue | Current QtrDec 2026 | Next QtrMar 2027 | Current YearFY Dec 2026 | Next YearFY Dec 2027 |
|---|---|---|---|---|
| Avg. estimate | BRL 5.98B | BRL 6.61B | BRL 21.80B | BRL 24.22B |
| Low estimate | BRL 5.87B | BRL 6.49B | BRL 21.75B | BRL 23.71B |
| High estimate | BRL 6.08B | BRL 6.76B | BRL 21.85B | BRL 24.59B |
| No. of analysts | 2 | 1 | 3 | 2 |
| Year-ago revenue | BRL 5.57B | BRL 5.47B | BRL 21.64B | — |
| Growth | +7.4% | +20.8% | +0.7% | — |
Source: Wall Street analysts' published price targets, ratings and estimates, compiled by Financial Modeling Prep from Benzinga; as of Nov 14, 2026. Not FRC research or a recommendation.
Financial Statements
Income statement, balance sheet, and cash flow statements.
About this section
Income statement, balance sheet and cash flow history for Azul S.A.. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Peer companies
Market cap
- ARQArq, Inc.Industrial - Pollution & Treatment Controls$141M
ETFs holding Azul S.A.
% of the fund
- FBNDFIDELITY TOTAL BOND ETF$28.4B in assets
Largest holders first, then the funds most concentrated in AZUL.
Institutional Ownership
Which funds and firms own the stock.
About this section
Which institutions hold Azul S.A., and how their positions are changing. At a $829.1M market value, institutional positions materially move Azul S.A.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
About this section
Buying and selling by Azul S.A. executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
News
Latest headlines and market coverage.
About this section
Latest headlines and company announcements for Azul S.A.. Coverage tracks Azul S.A. within Airlines, Airports & Air Services (Industrials). Press releases and market coverage, newest first.
Comments
Comments and replies from FRC members about this company.
No comments yet
Be the first to ask a question or say what you make of Azul S.A.