REPUBLIC AIRWAYS HOLDINGS INC. · Air Transportation, Scheduled

RJET

Moderate riskNext report: Around Nov 23 (est.)

View price ↗

The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 41% in the latest quarter vs a year ago
Profitable
Sales up 14% last year

Money moves

No insider buying or selling in the last 30 days
Institutions added 3.6% to their holdings in the quarter ending June 2026 (44 bought, 18 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$17.26+2.1% that day

Company value: $808M; Share price times all shares
Price vs profit (P/E): 4.3x; You pay about $4 for each $1 of yearly profit
Price vs sales: 0.31x; Company value is 0.31 times a year of sales
Cash vs value: 14%; Cash as a share of company value
Debt vs value: 127%; Owes more than the whole company is worth

From RJET's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$571.1M+41% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $2.6B, up 154% from the 12 months before. Over 5 years, sales grew about 25% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of RJET. Starting points are the company's recent numbers.

Sales growth+25% a yearRecently: +25% a yearProfit margin7%Last 12 months: 6.7%P/E at the end8xToday: 4.3x. Many steady companies trade at 12x to 25xShare count change+4% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$7.9B

Profit in 5 years$553M

Price these guesses point to$77.63+350% vs $17.26 todayAbout +35% a year, before dividends

What today's price needs: with a 7% margin and a 8x P/E, sales could shrink about 7.5% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

0/6Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.6.2%
MissDebt under half of equityNot relying on borrowed money.0.77x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.4.5%
MissProfitable every yearSteady profits, not one good year.9 of 10 years
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$74.9M
MissShare count not growingNot diluting owners. Falling means buybacks.+12.5% in 3 years

Revenue: $1.7B; +13.7% vs prior year
5-year growth: +25.2%/yr; revenue, per year
Total debt: $1.0B; 0.77x equity
Current ratio: 0.94x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Jul 30

Revenue: $571.1M; +40.8% YoY
EPS: $0.68; vs $0.94
Op. margin: 10.3%; -3.1 pts
Free cash flow: $28.8M
Share count: +15.7%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 0.9
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+3.6%

Institutions added 3.6% to their holdings. 44 bought, 18 sold. 3 quarters of net buying in a row.

Shares held by institutions39.7M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+4.5%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.6x · $875.7M debt

Shares outstandingLatest reported

47M

Why moderate risk

Auditor change
Late quarterly report notice

Earnings reports

Last 12

Next reportAround Nov 23 (est.)Estimated from the same quarter last year

Results filedJul 30
Results filedApr 29
Results filedMar 4
Results filedNov 24, 2025
Results filedAug 13, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

New 5%+ holder (passive)Aug 6 · View filing ↗Big holder Auditor changeDec 1, 2025 · View filing ↗Watch Late quarterly report noticeNov 14, 2025 · View filing ↗Red flag

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Shares withheld for taxesPaul KinstedtExecutive Vice President & COO

5,345 shares at $16.96 · $91K

-2% of holdings
Now owns 215,103 shares
Filed 2 days after trade

Oct 12Form 4 ↗

Shares withheld for taxesChad M. PulleySee Remarks

5,913 shares at $16.96 · $100K

-3% of holdings
Now owns 166,695 shares
Filed 2 days after trade

Oct 12Form 4 ↗

Shares withheld for taxesMatthew KoscalSee Remarks, Director

11,696 shares at $16.96 · $198K

-3% of holdings
Now owns 350,629 shares
Filed 2 days after trade

Oct 12Form 4 ↗

Shares withheld for taxesScott HornbackSee Remarks

2,371 shares at $16.96 · $40K

-3% of holdings
Now owns 82,493 shares
Filed 2 days after trade

Oct 12Form 4 ↗

Shares withheld for taxesPaul KinstedtExecutive Vice President & COO

5,345 shares at $20.22 · $108K

-2% of holdings
Now owns 220,448 shares
Filed 2 days after trade

Aug 17Form 4 ↗

Shares withheld for taxesJoseph AllmanExecutive Vice President & CFO

5,458 shares at $20.22 · $110K

-2% of holdings
Now owns 222,303 shares
Filed 2 days after trade

Aug 17Form 4 ↗

Insider tradeAug 19 · Form 4 ↗Insider tradeAug 19 · Form 4 ↗Insider tradeAug 19 · Form 4 ↗New 5%+ holder (passive)Aug 6 · Form SCHEDULE 13G ↗Quarterly reportJul 31 · Form 10-Q ↗Earnings resultsJul 30 · Form 8-K ↗Leadership changeJun 17 · Form 8-K/A ↗Leadership changeJun 17 · Form 8-K ↗Insider tradeJun 17 · Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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