Sabre
Connects travel suppliers and buyers while providing airline operations and retailing software.
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Profile
Its travel marketplace connects supplier inventory, pricing, and availability with travel buyers. Airline IT Solutions provides software for airline operations and retailing.
Connects travel suppliers and buyers through a global B2B marketplace that carries airline, hotel, car-rental, rail, cruise, and tour inventory, pricing, and availability.
Airline IT Solutions supplies a portfolio of software products for airline operations and retailing. The marketplace and airline technology business make up the continuing company after Hospitality Solutions was sold, leaving a single reportable segment.
Built around real-time travel transactions, the business depends on reliable system access, third-party technology services, security controls, platform availability, and overall travel volumes. Those dependencies center on external service providers and continuity of its real-time systems.
Company facts
Categories
Key statistics
Year to date +64.7% · Average volume (30d) 3.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Mar 3, 2026 | Bernstein | Downgrade | Outperform | Market Perform | |
| Feb 19, 2026 | Cantor Fitzgerald | Target | $2 | ||
| Aug 11, 2025 | Bernstein | Upgrade | Market Perform | Outperform | |
| Mar 4, 2025 | B of A Securities | Upgrade | Neutral | Buy | |
| Jan 7, 2025 | Cantor Fitzgerald | Downgrade | Overweight | Neutral |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | −$0.05 | −$0.17 | −277.8% | $697.4M | $712.0M | +2.1% | +5.66% |
| May 7, 2026Q1 FY26 | −$0.05 | $0.06 | +220.0% | $739.0M | $760.3M | +2.9% | −0.48% |
| Feb 18, 2026Q4 FY25 | −$0.07 | −$0.01 | +85.7% | $651.4M | $666.5M | +2.3% | −8.55% |
| Nov 5, 2025Q3 FY25 | $0.04 | −$0.01 | −125.0% | $654.1M | $715.2M | +9.3% | −8.00% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $776.6M | $687.1M | $715.2M | $666.5M | $760.3M | $712.0M | |
| Gross profit | $246.7M | $218.3M | $402.1M | $374.4M | $425.3M | $401.5M | |
| Operating income | $103.4M | $89.1M | $93.6M | $71.7M | $125.7M | $92.8M | |
| Net income | $35.3M | −$256.4M | $848.7M | −$103.1M | $8.1M | −$36.2M | |
| Diluted EPS | $0.09 | −$0.66 | $1.98 | −$0.26 | $0.02 | −$0.09 | |
| Gross margin | 31.8% | 31.8% | 56.2% | 56.2% | 55.9% | 56.4% | |
| Operating margin | 13.3% | 13.0% | 13.1% | 10.8% | 16.5% | 13.0% |
Fiscal years (4-quarter sums)FY21 $1.69B · FY22 $2.54B · FY23 $2.91B · FY24 $2.96B · FY25 $2.85B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $676.0M · Total debt $4.32B · Total assets $4.37B · Shareholders' equity −$1.07B
Dividends
No dividends on record.
Ownership
Shares outstanding 395.31M · Float 314.40M · 79.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 55.77M | 14.11% | 13F | May 13, 2026 |
| Constellation Canadian Holdings Inc. | 50.16M | 12.70% | 13D | Mar 5, 2026 |
| Constellation Software Inc · 10 percent owner | 39.52M | 10.00% | Form 4 | Mar 3, 2026 |
| Discerene Group LP | 39.09M | 9.90% | 13G | May 15, 2026 |
| Arini Capital Management Limited | 36.61M | 9.26% | 13G | May 15, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 27, 2026 | Constellation Software Inc | 10 percent owner | +10,634,702 | $1.16 |
Peers
Not reported.