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Southwest Airlines Co. (LUV)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US8447411088

CUSIP

844741108

Industry

Airlines

IPO Date

Jan 2, 1980

Highlights

Market Cap

$17.14B

EPS (TTM)

$0.89

PE Ratio

33.80

PEG Ratio

0.48

Total Revenue (TTM)

$27.58B

Gross Profit (TTM)

$5.08B

EBITDA (TTM)

$2.58B

Year Range

$23.18 - $35.72

Target Price

$28.39

Short %

6.57%

Short Ratio

2.25

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Southwest Airlines Co., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


5,000.00%10,000.00%15,000.00%20,000.00%December2025FebruaryMarchAprilMay
18,631.95%
5,201.54%
LUV (Southwest Airlines Co.)
Benchmark (^GSPC)

Returns By Period

Southwest Airlines Co. (LUV) returned -10.72% year-to-date (YTD) and 11.42% over the past 12 months. Over the past 10 years, LUV returned -2.61% annually, underperforming the S&P 500 benchmark at 10.26%.


LUV

YTD

-10.72%

1M

15.35%

6M

-1.49%

1Y

11.42%

5Y*

4.43%

10Y*

-2.61%

^GSPC (Benchmark)

YTD

-4.67%

1M

10.50%

6M

-3.04%

1Y

8.23%

5Y*

14.30%

10Y*

10.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of LUV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-8.66%1.14%8.75%-16.74%6.72%-10.72%
20243.50%14.65%-14.37%-11.13%3.47%7.27%-5.84%7.35%3.08%3.21%5.82%4.44%19.11%
20236.78%-6.12%-2.58%-6.91%-1.39%21.86%-5.66%-7.49%-13.83%-17.88%15.02%13.64%-11.82%
20224.48%-2.14%4.57%2.01%-1.84%-21.24%5.54%-3.72%-15.97%17.87%9.79%-15.64%-21.41%
2021-5.73%32.29%5.04%2.82%-2.10%-13.62%-4.84%-1.46%3.31%-8.07%-6.09%-3.51%-8.09%
20201.85%-15.99%-22.61%-12.24%2.72%6.48%-9.63%21.66%-0.21%5.41%17.23%0.58%-13.32%
201922.12%-1.27%-7.09%4.47%-12.23%7.08%1.48%1.90%3.23%3.93%2.69%-6.04%17.72%
2018-7.10%-4.87%-0.76%-7.77%-3.31%-0.08%14.31%5.67%1.88%-21.38%11.22%-14.64%-28.21%
20174.96%10.50%-6.83%4.58%6.88%3.63%-10.67%-5.85%7.36%-3.79%12.64%8.10%32.40%
2016-12.63%11.51%6.99%-0.42%-4.77%-7.48%-5.61%-0.08%5.45%2.98%16.38%7.16%16.80%
20156.76%-4.29%2.59%-8.44%-8.65%-10.51%9.40%1.57%3.65%21.69%-0.89%-6.00%2.44%
201411.20%7.11%5.40%2.37%9.43%1.78%5.29%13.41%5.50%2.10%21.29%1.34%126.31%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LUV is 63, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of LUV is 6363
Overall Rank
The Sharpe Ratio Rank of LUV is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of LUV is 5959
Sortino Ratio Rank
The Omega Ratio Rank of LUV is 6060
Omega Ratio Rank
The Calmar Ratio Rank of LUV is 6363
Calmar Ratio Rank
The Martin Ratio Rank of LUV is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Southwest Airlines Co. (LUV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Southwest Airlines Co. Sharpe ratio is 0.38. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Southwest Airlines Co. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.38
0.55
LUV (Southwest Airlines Co.)
Benchmark (^GSPC)

Dividends

Dividend History

Southwest Airlines Co. provided a 2.41% dividend yield over the last twelve months, with an annual payout of $0.72 per share.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.72$0.72$0.90$0.00$0.00$0.18$0.70$0.61$0.48$0.38$0.29$0.22

Dividend yield

2.41%2.14%3.12%0.00%0.00%0.39%1.30%1.30%0.73%0.75%0.66%0.52%

Monthly Dividends

The table displays the monthly dividend distributions for Southwest Airlines Co.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.18$0.00$0.00$0.18
2024$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.72
2023$0.18$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.90
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18
2019$0.00$0.00$0.16$0.00$0.00$0.18$0.00$0.18$0.00$0.00$0.00$0.18$0.70
2018$0.00$0.00$0.13$0.00$0.00$0.16$0.00$0.16$0.00$0.00$0.00$0.16$0.61
2017$0.00$0.00$0.10$0.00$0.00$0.13$0.00$0.13$0.00$0.00$0.00$0.13$0.48
2016$0.00$0.00$0.08$0.00$0.00$0.10$0.00$0.10$0.00$0.00$0.00$0.10$0.38
2015$0.00$0.00$0.06$0.00$0.00$0.08$0.00$0.08$0.00$0.00$0.00$0.08$0.29
2014$0.04$0.00$0.00$0.06$0.00$0.06$0.00$0.00$0.00$0.06$0.22

Dividend Yield & Payout


Dividend Yield

Southwest Airlines Co. has a dividend yield of 2.41%, which is quite average when compared to the overall market.

Payout Ratio

Southwest Airlines Co. has a payout ratio of 62.07%, which is quite average when compared to the overall market. This suggests that Southwest Airlines Co. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-51.00%
-8.74%
LUV (Southwest Airlines Co.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Southwest Airlines Co.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Southwest Airlines Co. was 78.23%, occurring on Mar 5, 2009. Recovery took 1257 trading sessions.

The current Southwest Airlines Co. drawdown is 51.00%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.23%Jan 8, 20012050Mar 5, 20091257Mar 4, 20143307
-65.27%Jul 25, 19831109Dec 10, 1987789Jan 24, 19911898
-64.75%Jan 3, 20181467Oct 31, 2023
-59.29%Feb 4, 1994221Dec 20, 1994755Dec 12, 1997976
-49.19%Jun 1, 198183Sep 25, 1981237Sep 2, 1982320

Volatility

Volatility Chart

The current Southwest Airlines Co. volatility is 21.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%December2025FebruaryMarchAprilMay
21.00%
11.45%
LUV (Southwest Airlines Co.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Southwest Airlines Co. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Southwest Airlines Co., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 32.2% positive surprise.


-3.00-2.00-1.000.001.0020212022202320242025
-0.13
-0.19
Actual
Estimate

Valuation

The Valuation section provides an overview of how Southwest Airlines Co. is priced in the market compared to other companies in the Airlines industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for LUV, comparing it with other companies in the Airlines industry. Currently, LUV has a P/E ratio of 33.8. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for LUV compared to other companies in the Airlines industry. LUV currently has a PEG ratio of 0.5. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for LUV relative to other companies in the Airlines industry. Currently, LUV has a P/S ratio of 0.6. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for LUV in comparison with other companies in the Airlines industry. Currently, LUV has a P/B value of 1.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items