Alaska Air Group Files 8-K

TL;DR

Alaska Air Group filed a routine 8-K on 12/3/25. No major news.

AI Summary

Alaska Air Group, Inc. filed an 8-K on December 3, 2025, to report information under Regulation FD and to file financial statements and exhibits. The filing does not contain specific financial figures or operational details beyond its classification as a scheduled air transportation company.

Why It Matters

This filing indicates Alaska Air Group is meeting its regulatory reporting obligations with the SEC, which is standard procedure for publicly traded companies.

Risk Assessment

Risk Level: low — This is a standard regulatory filing with no new material information disclosed.

Key Players & Entities

• ALASKA AIR GROUP, INC. (company) — Registrant
• Delaware (jurisdiction) — State of Incorporation
• 206-392-5040 (phone_number) — Registrant's Telephone Number

FAQ

Key Financial Figures

• $0.01 — ange on which registered Common stock, $0.01 par value ALK New York Stock Exchange
• $0.10 — closure Alaska Air Group now expects ~$0.10 in adjusted earnings per share for Q4 2
• $0.40 — pared to the original guide of at least $0.40 per share. Several transitory headwinds
• $0.55 — sitory headwinds totaling approximately $0.55-0.60 per share impacted the quarter, in
• $0.25 — l IT and cloud service provider outage ($0.25), lost revenue due to the government sh
• $0.15 — revenue due to the government shutdown ($0.15), higher fuel costs ($0.15) and a highe
• $2 — fuel price per gallon of approximately $2.65, non-operating expense of approximat
• $50 m — non-operating expense of approximately $50 million, and a tax rate of 40% - 50%. P

Filing Documents

• alk-20251203.htm (8-K) — 34KB
• ex-991xsupplementalinfor.htm (EX-99.1) — 2KB
• ex-991xsupplementalinfor001.jpg (GRAPHIC) — 92KB
• 0000766421-25-000064.txt ( ) — 283KB
• alk-20251203.xsd (EX-101.SCH) — 2KB
• alk-20251203_lab.xml (EX-101.LAB) — 22KB
• alk-20251203_pre.xml (EX-101.PRE) — 13KB
• alk-20251203_htm.xml (XML) — 3KB

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure Alaska Air Group now expects ~$0.10 in adjusted earnings per share for Q4 2025 compared to the original guide of at least $0.40 per share. Several transitory headwinds totaling approximately $0.55-0.60 per share impacted the quarter, including: an internal IT and cloud service provider outage ($0.25), lost revenue due to the government shutdown ($0.15), higher fuel costs ($0.15) and a higher book tax rate for the quarter. Following our late October IT outage, we engaged a third-party consultant to conduct a comprehensive audit of our IT infrastructure and processes and are actively implementing best-practice recommendations to strengthen our data center resiliency. The government shutdown that began in October drove FAA-mandated flight reductions, resulting in ~600 cancellations across Air Group, impacting approximately 40,000 guests. While operations normalized quickly after the government reopening, the disruption and lost revenue are expected to reduce EPS by approximately $0.15 for the quarter. Revenue, which had shown the strongest year-over-year performance trends of 2025 prior to the shutdown, turned sharply negative during the period and, although now positive again year-over-year, has not fully recovered to pre-shutdown trends. Despite a volatile year, Air Group has delivered meaningful progress on integration, with disciplined execution keeping us firmly on track with key milestones, synergy capture, and commercial initiatives. Absent transitory impacts, we are exiting the year with unit costs aligned to our original exit-rate expectations and making tangible progress in narrowing the unit revenue gap versus larger network peers. These achievements position us on a strong foundation heading into next year, enabling us to advance strategic priorities and deliver sustained long-term value. The table below reflects our updated expectations for Q4 2025: Q4 Expectation Previous Q4 Expectation Capacity (ASMs) % cha

01. Financial Statements and Exhibits

ITEM 9.01. Financial Statements and Exhibits (d) Exhibits : Exhibit Number Exhibit Description 99.1 Supplemental Information 104 Cover Page Interactive Data File - The cover page interactive data file does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document.

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ALASKA AIR GROUP, INC. Registrant Date: December 3, 2025 /s/ Emily Halverson Emily Halverson Vice President Finance, Controller, and Treasurer

View Full Filing

View this 8-K filing on SEC EDGAR