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Volato Group, Inc. (SOARW) Stock Fundamental Analysis & AI Rating 2026

SOARW NYSE Air Transportation, Nonscheduled DE CIK: 0001853070
Recently Updated • Analysis: Apr 16, 2026 • SEC Data: 2025-12-31
SELL
78% Conf
Pending
Analysis scheduled

📊 SOARW Key Takeaways

Revenue: $78.6M
Net Margin: 6.6%
Free Cash Flow: $3.3M
Current Ratio: 0.72x
Debt/Equity: N/A
EPS: $1.18
AI Rating: SELL with 78% confidence
Volato Group, Inc. (SOARW) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $78.6M, net profit margin of 6.6%, Volato Group, Inc. demonstrates mixed fundamentals in the Transportation sector. Below is our complete SOARW stock analysis for 2026.

Is Volato Group, Inc. (SOARW) a Good Investment?

Claude

While Volato demonstrates strong operational profitability (6.6% net margin, 43.3% ROA) and positive free cash flow generation ($3.3M), the company faces critical balance sheet insolvency with negative stockholders' equity of -$1.8M and severe liquidity constraints (0.72x current ratio). The structural imbalance between liabilities ($13.8M) and assets ($12.0M) presents material refinancing and covenant risk that outweighs near-term operational strength.

Why Buy Volato Group, Inc. Stock? SOARW Key Strengths

Claude
  • + Strong return on assets (43.3%) indicates efficient asset utilization
  • + Positive free cash flow generation ($3.3M) and operating cash flow provide near-term financial flexibility
  • + Profitable operations with 6.6% net margin and 5.0% operating margin despite challenging sector dynamics

SOARW Stock Risks: Volato Group, Inc. Investment Risks

Claude
  • ! Negative stockholders' equity of -$1.8M indicates technical insolvency and erosion of financial foundation
  • ! Critical liquidity position with 0.72x current ratio threatens ability to meet short-term obligations
  • ! Liabilities exceed total assets by $1.8M, limiting debt service capacity and refinancing options

Key Metrics to Watch

Claude
  • * Stockholders equity trajectory and path to positive net worth recovery
  • * Current ratio improvement and working capital management
  • * Operating cash flow sustainability and ability to service debt obligations

Volato Group, Inc. (SOARW) Financial Metrics & Key Ratios

Revenue
$78.6M
Net Income
$5.2M
EPS (Diluted)
$1.18
Free Cash Flow
$3.3M
Total Assets
$12.0M
Cash Position
$4.7M

💡 AI Analyst Insight

The relatively thin 4.2% FCF margin may limit capital allocation flexibility. The current ratio below 1.0x warrants monitoring of short-term liquidity.

SOARW Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 5.0%
Net Margin 6.6%
ROE N/A
ROA 43.3%
FCF Margin 4.2%

SOARW vs Transportation Sector: How Volato Group, Inc. Compares

How Volato Group, Inc. compares to Transportation sector averages

Net Margin
SOARW 6.6%
vs
Sector Avg 10.0%
SOARW Sector
ROE
SOARW 0.0%
vs
Sector Avg 18.0%
SOARW Sector
Current Ratio
SOARW 0.7x
vs
Sector Avg 1.0x
SOARW Sector
Debt/Equity
SOARW 0.0x
vs
Sector Avg 1.0x
SOARW Sector

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

Is Volato Group, Inc. Stock Overvalued? SOARW Valuation Analysis 2026

Based on fundamental analysis, Volato Group, Inc. has mixed fundamental signals relative to the Transportation sector in 2026.

Return on Equity
N/A
Sector avg: 18%
Net Profit Margin
6.6%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
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.

Volato Group, Inc. Balance Sheet: SOARW Debt, Cash & Liquidity

Current Ratio
0.72x
Quick Ratio
0.72x
Debt/Equity
N/A
Debt/Assets
115.5%
Interest Coverage
N/A
Long-term Debt
N/A

SOARW Revenue & Earnings Growth: 5-Year Financial Trend

SOARW 5-year financial data: Year 2023: Revenue $96.7M, Net Income -$9.4M, EPS $-0.83. Year 2024: Revenue $46.3M, Net Income -$52.8M, EPS $-86.62. Year 2025: Revenue $78.6M, Net Income -$40.6M, EPS $-24.42.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Volato Group, Inc.'s revenue has declined by 19% over the 5-year period, indicating business contraction. The most recent EPS of $-24.42 indicates the company is currently unprofitable.

SOARW 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
4.2%
Free cash flow / Revenue

SOARW Quarterly Earnings & Performance

Quarterly financial performance data for Volato Group, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $381.0K $455.0K $1.26
Q2 2025 $181.0K $455.0K $0.75
Q1 2025 $48.0K $455.0K $0.03
Q3 2024 $3.7M -$4.4M $-0.15
Q2 2024 $13.0M -$7.5M $-0.58
Q1 2024 $13.2M -$7.5M $-0.60

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

Volato Group, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$3.5M
Cash generated from operations
Capital Expenditures
$211.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Volato Group, Inc. (CIK: 0001853070)

📋 Recent SEC Filings

Date Form Document Action
Mar 31, 2026 4 xslF345X06/wk-form4_1774958825.xml View →
Mar 31, 2026 4 xslF345X06/wk-form4_1774958819.xml View →
Mar 31, 2026 4 xslF345X06/wk-form4_1774958814.xml View →
Mar 31, 2026 4 xslF345X06/wk-form4_1774958808.xml View →
Mar 31, 2026 4 xslF345X06/wk-form4_1774958803.xml View →

Frequently Asked Questions about SOARW

What is the AI rating for SOARW?

Volato Group, Inc. (SOARW) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SOARW's key strengths?

Claude: Strong return on assets (43.3%) indicates efficient asset utilization. Positive free cash flow generation ($3.3M) and operating cash flow provide near-term financial flexibility.

What are the risks of investing in SOARW?

Claude: Negative stockholders' equity of -$1.8M indicates technical insolvency and erosion of financial foundation. Critical liquidity position with 0.72x current ratio threatens ability to meet short-term obligations.

What is SOARW's revenue and growth?

Volato Group, Inc. reported revenue of $78.6M.

Does SOARW pay dividends?

Volato Group, Inc. does not currently pay dividends.

Where can I find SOARW SEC filings?

Official SEC filings for Volato Group, Inc. (CIK: 0001853070) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SOARW's EPS?

Volato Group, Inc. has a diluted EPS of $1.18.

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 SOARW a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Volato Group, Inc. has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SOARW stock overvalued or undervalued?

Valuation metrics for SOARW: ROE of N/A (sector avg: 18%), net margin of 6.6% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy SOARW stock in 2026?

Our dual AI analysis gives Volato Group, 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 SOARW's free cash flow?

Volato Group, Inc.'s operating cash flow is $3.5M, with capital expenditures of $211.0K. FCF margin is 4.2%.

How does SOARW compare to other Transportation stocks?

Vs Transportation sector averages: Net margin 6.6% (avg: 10%), ROE N/A (avg: 18%), current ratio 0.72 (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: Apr 16, 2026 | Data as of: 2025-12-31 | Powered by Claude AI