Monitor next quarterly earnings for fleet cost guidance and any update on delivery financing. The employment agreements lock in executive retention through 2029 but contain no performance surprises.
Price Chart
Executive Summary
Allegiant exercised six 737-8 aircraft options with Boeing for delivery in 2028, with a combined list price exceeding $720 million (subject to discounts and escalations). Separately, the company entered into new employment agreements through 2029 with its CEO, CFO, and two other executive officers, setting base salaries and incentive targets. The aircraft order is a routine fleet expansion, and the executive comp changes are standard — neither event provides new information about near-term financial performance.
Key Facts
- Allegiant exercised six 737-8 options under the 2021 Boeing purchase agreement, scheduled for delivery in 2028.
- List price of the six aircraft totals more than $720 million, subject to discounts and price escalations.
- After this exercise, there are 56 firm aircraft under the purchase agreement (22 delivered through Oct 23, 2026) and 74 remaining options.
- New employment agreements signed with CEO Gregory Anderson (base salary $750,000), CFO Robert Neal ($525,000), and EVPs Drew Wells and Tyler Hollingsworth ($475,000 each), all expiring end of 2029.
- CEO target cash bonus is 180% of base salary; target stock grant is 300% of base salary.
- CFO target cash bonus is 150% of base salary; target stock grant is 225% of base salary.
Financial Impact
Aircraft list price >$720M for six 737-8s, but actual cost is subject to undisclosed discounts and escalations. No financial impact from executive compensation changes.
Risk Factors
- Aircraft delivery delays or cost overruns on the 737-8 program could affect capital expenditure timing.
- No financial terms disclosed for the Boeing discounts — actual cash outlay may differ materially from list price.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001362468-26-000056 |
| Document: 0001362468-26-000056-index-headers.html | 0001362468-26-000056 |
| Document: 0001362468-26-000056-index.html | 0001362468-26-000056 |
| Document: 0001362468-26-000056.txt | 0001362468-26-000056 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | 8-K | $67.67 | awaiting T+60 | — | $68.80 (+1.67%) |
Oct 19, 2026 7d ago | 8-K | $69.03 | awaiting T+60 | — | $68.80 (−0.33%) |
Aug 5, 2026 11w ago | Institutional Cluster | $97.17 | awaiting T+60 | — | $68.80 (−29.20%) |
Aug 3, 2026 12w ago | 8-K | $103.48 | awaiting T+60 | — | $68.80 (−33.51%) |
Jul 30, 2026 12w ago | 8-K | $98.08 $68.59 | ▼ −30.07% | ▼ −32.52% | $68.80 (−29.85%) |
Jul 20, 2026 14w ago | Press Release | $102.17 | awaiting T+60 | — | $68.80 (−32.66%) |
Jun 30, 2026 17w ago | 8-K | $117.60 $77.26 | ▼ −34.30% | ▼ −37.87% | $68.80 (−41.50%) |
Jun 9, 2026 20w ago | 8-K | $86.69 $74.78 | ▼ −13.74% | ▼ −17.55% | $68.80 (−20.64%) |
May 15, 2026 23w ago | 3 | $74.66 $84.44 | ▲ +13.10% | ▲ +8.25% | $68.80 (−7.85%) |
May 13, 2026 23w ago | 8-K | $80.38 $89.54 | ▲ +11.40% | ▲ +7.81% | $68.80 (−14.41%) |
US Market Status
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