Azul S.A., together with its subsidiaries, provides air transportation services in Brazil and internationally. It is also involved in the cargo or mail; passenger charter; development of frequent-flyer programs; intellectual property owner; travel packages; funding: aircraft financing; and provision of maintenance and hangarage services for aircraft, engines, parts and pieces, aircraft acquisition, and lease services. As of December 31, 2023, the company operated approximately 980 daily departures to 160 destinations through a network of 400 non-stop routes; with an operating fleet of 181 aircraft and a passenger contractual fleet of 185 aircraft. The company was incorporated in 2008 and is headquartered in Barueri, Brazil. On May 28, 2025, Azul S.A. along with its affiliates, filed a voluntary petition for reorganization under Chapter 11 in the U.S. Bankruptcy Court for the Southern District of New York.
Turbulent Skies | Azul navigates restructuring, market volatility, and growth plans amid a 75% stock decline and balance sheet pressures, showcasing resilience in Latin American aviation. |
Financial Crosswinds | Despite market cap contraction to $225M, Azul's stock trades below fair value. Analysts project break-even EPS for FY2025, with challenges anticipated in FY2026. |
Strategic Ascent | Explore Azul's ambitious restructuring and M&A goals, aimed at streamlining operations and expanding market presence in a supportive, yet competitive environment. |
Navigating Headwinds | Azul faces FX-related balance sheet pressures with $6.07B total debt. Analysts set a $4.50 price target, as the company implements strategies to reduce leverage. |
Metrics to compare | AZULQ | Sector Sector - Average of metrics from a broad group of related Industrials sector companies | Relationship RelationshipAZULQPeersSector | |
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P/E Ratio | −0.1x | 5.3x | 12.5x | |
PEG Ratio | 0.00 | 0.00 | 0.03 | |
Price/Book | 0.0x | 1.0x | 1.4x | |
Price / LTM Sales | 0.0x | 0.5x | 1.2x | |
Upside (Analyst Target) | 294.7% | 18.8% | 14.0% | |
Fair Value Upside | Unlock | 8.9% | 5.5% | Unlock |