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Republic Airways Holdings Inc.. (RJET) Stock Fundamental Analysis & AI Rating 2026

RJET Nasdaq Air Transportation, Scheduled DE CIK: 0000810332
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
74% Confidence
AGREEMENT
SELL
78% Conf
HOLD
70% Conf

📊 RJET Key Takeaways

Revenue: $527.4M
Net Margin: 5.1%
Free Cash Flow: $-35.3M
Current Ratio: 0.94x
Debt/Equity: 0.67x
EPS: $0.58
AI Rating: SELL with 78% confidence
Republic Airways Holdings Inc.. (RJET) receives a SELL rating with 74% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $527.4M, net profit margin of 5.1%, and return on equity (ROE) of 2.0%, Republic Airways Holdings Inc.. demonstrates mixed fundamentals in the Transportation sector. Below is our complete RJET stock analysis for 2026.

Is Republic Airways Holdings Inc.. (RJET) a Good Investment?

Claude

Republic Airways demonstrates strong top-line growth at 24.5% YoY, but concerning fundamentals undermine investment quality. Negative free cash flow of -$35.3M despite $26.9M net income indicates the company is burning cash, while a current ratio of 0.94x signals emerging liquidity stress. Combined with anemic returns (ROE 2.0%, ROA 0.8%) and substantial debt, the company faces near-term cash management challenges.

ChatGPT

Strong revenue growth and improving profitability (10% operating margin) are supported by moderate leverage and solid interest coverage. However, sub‑1.0 liquidity ratios and negative free cash flow from elevated capex temper growth quality and balance‑sheet flexibility. A sustained turn to positive FCF while maintaining margins would justify a more constructive view.

Why Buy Republic Airways Holdings Inc.. Stock? RJET Key Strengths

Claude
  • + Strong revenue growth of 24.5% YoY demonstrates demand and market traction
  • + Positive operating cash flow of $57.8M shows core operations generate cash
  • + Moderate leverage at 0.67x debt-to-equity provides some financial flexibility
ChatGPT
  • + Robust revenue growth (+24.5% YoY) with positive earnings momentum
  • + Healthy operating margin (10%) and net income growth (+18% YoY)
  • + Moderate leverage (0.77x D/E) with strong interest coverage (7.7x)

RJET Stock Risks: Republic Airways Holdings Inc.. Investment Risks

Claude
  • ! Negative free cash flow of -$35.3M means company burns cash despite profitability; unsustainable without capital injection
  • ! Current ratio below 1.0 indicates liquidity stress and potential difficulty meeting short-term obligations
  • ! Extremely poor capital efficiency (ROE 2.0%, ROA 0.8%) suggests capital is not being deployed effectively
  • ! High capex requirements ($93.1M) relative to operating cash flow ($57.8M) strains financial flexibility
  • ! Significant debt burden ($909.2M) with only 2.5x interest coverage leaves minimal margin for operational deterioration
ChatGPT
  • ! Negative free cash flow and high capex burden (-4.5% FCF margin)
  • ! Tight liquidity (current ratio 0.94x; quick ratio 0.79x)
  • ! Low returns and thin net margin (ROE 5.7%, net margin 4.5%)

Key Metrics to Watch

Claude
  • * Free cash flow trend and path to positive FCF generation
  • * Current ratio and working capital position for liquidity sustainability
  • * Capex reduction initiatives or efficiency improvements to narrow FCF gap
  • * Revenue growth sustainability and margin expansion potential
  • * Debt refinancing terms as rates impact interest expense burden
ChatGPT
  • * Free cash flow
  • * Current ratio

Republic Airways Holdings Inc.. (RJET) Financial Metrics & Key Ratios

Revenue
$527.4M
Net Income
$26.9M
EPS (Diluted)
$0.58
Free Cash Flow
$-35.3M
Total Assets
$3.3B
Cash Position
$111.3M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

RJET Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 10.3%
Net Margin 5.1%
ROE 2.0%
ROA 0.8%
FCF Margin -6.7%

RJET vs Transportation Sector: How Republic Airways Holdings Inc.. Compares

How Republic Airways Holdings Inc.. compares to Transportation sector averages

Net Margin
RJET 5.1%
vs
Sector Avg 10.0%
RJET Sector
ROE
RJET 2.0%
vs
Sector Avg 18.0%
RJET Sector
Current Ratio
RJET 0.9x
vs
Sector Avg 1.0x
RJET Sector
Debt/Equity
RJET 0.7x
vs
Sector Avg 1.0x
RJET Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Republic Airways Holdings Inc.. Stock Overvalued? RJET Valuation Analysis 2026

Based on fundamental analysis, Republic Airways Holdings Inc.. has mixed fundamental signals relative to the Transportation sector in 2026.

Return on Equity
2.0%
Sector avg: 18%
Net Profit Margin
5.1%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.67x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Republic Airways Holdings Inc.. Balance Sheet: RJET Debt, Cash & Liquidity

Current Ratio
0.94x
Quick Ratio
0.75x
Debt/Equity
0.67x
Debt/Assets
58.6%
Interest Coverage
2.49x
Long-term Debt
$909.2M

RJET Revenue & Earnings Growth: 5-Year Financial Trend

RJET 5-year financial data: Year 2021: Revenue $723.4M, Net Income $47.6M, EPS $1.36. Year 2022: Revenue $545.1M, Net Income $27.5M, EPS $0.78. Year 2023: Revenue $531.0M, Net Income $16.6M, EPS $0.43. Year 2024: Revenue $531.0M, Net Income -$182.7M, EPS $-5.06. Year 2025: Revenue $1.3B, Net Income $54.8M, EPS $1.38.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Republic Airways Holdings Inc..'s revenue has grown significantly by 86% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.38 reflects profitable operations.

RJET Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-6.7%
Free cash flow / Revenue

RJET Quarterly Earnings & Performance

Quarterly financial performance data for Republic Airways Holdings Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $315.7M $26.9M $0.58
Q3 2025 $90.7M $11.7M $-0.34
Q2 2025 $94.7M $11.7M $0.28
Q1 2025 $103.2M -$57.9M $-1.41
Q3 2024 $110.8M -$9.1M $-0.48
Q2 2024 $121.8M -$9.1M $0.28
Q1 2024 $118.8M -$9.1M $-0.25
Q3 2023 $114.7M -$9.1M $-0.28

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Republic Airways Holdings Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$57.8M
Cash generated from operations
Stock Buybacks
$30.0K
Shares repurchased (TTM)
Capital Expenditures
$93.1M
Investment in assets
Dividends
None
No dividend program

RJET SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Republic Airways Holdings Inc.. (CIK: 0000810332)

📋 Recent SEC Filings

Date Form Document Action
May 1, 2026 10-Q rjet-20260331.htm View →
Apr 29, 2026 8-K rjet-20260429.htm View →
Apr 28, 2026 8-K d432416d8k.htm View →
Apr 10, 2026 DEF 14A ny20066230x1_def14a.htm View →
Mar 19, 2026 10-K rjet-20251231.htm View →

Frequently Asked Questions about RJET

What is the AI rating for RJET?

Republic Airways Holdings Inc.. (RJET) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are RJET's key strengths?

Claude: Strong revenue growth of 24.5% YoY demonstrates demand and market traction. Positive operating cash flow of $57.8M shows core operations generate cash. ChatGPT: Robust revenue growth (+24.5% YoY) with positive earnings momentum. Healthy operating margin (10%) and net income growth (+18% YoY).

What are the risks of investing in RJET?

Claude: Negative free cash flow of -$35.3M means company burns cash despite profitability; unsustainable without capital injection. Current ratio below 1.0 indicates liquidity stress and potential difficulty meeting short-term obligations. ChatGPT: Negative free cash flow and high capex burden (-4.5% FCF margin). Tight liquidity (current ratio 0.94x; quick ratio 0.79x).

What is RJET's revenue and growth?

Republic Airways Holdings Inc.. reported revenue of $527.4M.

Does RJET pay dividends?

Republic Airways Holdings Inc.. does not currently pay dividends.

Where can I find RJET SEC filings?

Official SEC filings for Republic Airways Holdings Inc.. (CIK: 0000810332) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RJET's EPS?

Republic Airways Holdings Inc.. has a diluted EPS of $0.58.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is RJET a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Republic Airways Holdings Inc.. has a SELL rating with 74% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is RJET stock overvalued or undervalued?

Valuation metrics for RJET: ROE of 2.0% (sector avg: 18%), net margin of 5.1% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy RJET stock in 2026?

Our dual AI analysis gives Republic Airways Holdings Inc.. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is RJET's free cash flow?

Republic Airways Holdings Inc..'s operating cash flow is $57.8M, with capital expenditures of $93.1M. FCF margin is -6.7%.

How does RJET compare to other Transportation stocks?

Vs Transportation sector averages: Net margin 5.1% (avg: 10%), ROE 2.0% (avg: 18%), current ratio 0.94 (avg: 1).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI