Open contest
21 companies value 170 bn revenue 311 bn margin 3.5% free cash flow 12 bn avg. score 3.3
DAL holds 28.9% of the group's value, 1.6x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DAL | Delta Air Lines United States · score 6.3 | 29% | 49 bn | 72 bn | 4.6% | 3.5 bn | 7.2% | 1.1% | Airline with hubs in Atlanta, Detroit and Amsterdam · Most profitable US airline; strong premium revenue and loyalty program | |
| 2 | UAL | United Airlines United States · score 5.7 | 18% | 31 bn | 63 bn | 5.6% | 2.5 bn | 8.2% | — | Airline with hubs in Chicago, Houston and Newark · Largest international network among US airlines | |
| 3 | RYAAY | Ryanair Holdings Ireland · score 6.9 | 16% | 27 bn | 17 bn | 14.0% | 2.0 bn | 7.4% | 1.8% | Europe's low-cost airline · Europe's lowest cost-per-seat airline, profitable for decades | |
| 4 | LUV | Southwest Airlines United States · score 2.7 | 11% | 19 bn | 30 bn | 2.8% | -0.4 bn | -2.1% | 1.9% | Southwest low-cost airline · Low-cost model with historically the strongest balance sheet in the sector | |
| 5 | LTM | LATAM AIRLINES GROUP S.A. Chile · score 7.4 | 8% | 14 bn | 14 bn | 10.3% | 2.0 bn | 14.2% | 4.4% | South America's largest airline, for passengers and cargo · Chile — revenue of $14.3bn | |
| 6 | AAL | American Airlines Group United States · score 0.8 | 5% | 7.7 bn | 58 bn | -0.6% | 0.3 bn | 3.7% | — | Airline flying to more than 350 destinations · Largest US domestic network by daily flights | |
| 7 | CPA | Copa Holdings Panama · score 8.5 | 3% | 5.4 bn | 3.6 bn | 18.6% | 1.1 bn | 21.3% | 4.9% | Panamanian airline, hubbed at Tocumen · Latin America's most profitable airline; its Panama hub connects the continent | |
| 8 | ALK | Alaska Air Group United States · score 3.4 | 2% | 3.8 bn | 15 bn | -1.2% | 1.0 bn | 26.9% | — | Airline of the US Northwest · The best-run regional US airline; bought Hawaiian | |
| 9 | SKYW | SKYWEST INC United States · score 7.2 | 2% | 3.5 bn | 4.2 bn | 9.8% | 0.9 bn | 25.9% | — | Regional aviation under contract with the major airlines · Utah — revenue of $4.2bn | |
| 10 | AERO | Grupo Aeromexico, S.A.B. de C.V. Mexico · score 5.7 | 1% | 2.3 bn | 5.4 bn | 6.6% | 0.6 bn | 25.0% | — | Mexico's flag carrier, flying domestic and international routes · Mexico — revenue of $5.4bn | |
| 11 | ALGT | Allegiant Travel CO United States · score 3.3 | 1% | 1.8 bn | 2.9 bn | 0.9% | 0.1 bn | 6.4% | — | Leisure airline serving underserved cities · Nevada — revenue of $2.9bn | |
| 12 | JBLU | JetBlue Airways United States · score 0.0 | 1% | 1.1 bn | 9.5 bn | -9.3% | -1.1 bn | -98.5% | — | Low-cost airline of the US Northeast · Low-cost airline with a strong base in New York and the US Northeast | |
| 13 | ULCC | Frontier Group Holdings, Inc. United States · score 0.0 | 1% | 1.1 bn | 4.2 bn | -9.3% | -0.2 bn | -15.5% | — | Ultra-low-cost airline · Colorado — revenue of $4.2bn | |
| 14 | VTOL | Bristow Group Inc. United States · score 2.0 | 1% | 1.1 bn | 1.6 bn | 6.7% | -0.0 bn | -3.0% | — | Largest global vertical flight and helicopter operator · Texas — revenue of $1.6bn | |
| 15 | RJET | REPUBLIC AIRWAYS HOLDINGS INC. United States · score 2.4 | 0% | 0.8 bn | 2.0 bn | 3.5% | -0.0 bn | -4.9% | — | Second largest independent regional airline in the US · Indiana — revenue of $2bn | |
| 16 | VLRS | Controladora Vuela Compania de Aviacion, S.A.B. de C.V. Mexico · score 5.0 | 0% | 0.7 bn | 3.0 bn | -3.4% | 0.5 bn | 66.8% | — | Ultra-low-cost airline in Mexico, with flights to the US, Central America and South America · Mexico — revenue of $3bn | |
| 17 | UP | Wheels Up Experience Inc. United States · score 0.0 | 0% | 0.1 bn | 0.7 bn | -42.0% | -0.4 bn | -364.0% | — | On-demand private aviation with owned and partner fleets · Georgia — revenue of $720m | |
| 18 | FLYX | FLYEXCLUSIVE INC. United States · score 0.0 | 0% | 0.1 bn | 0.4 bn | -5.3% | -0.0 bn | -24.1% | — | Fleet of Cessna Citation, HondaJet and Challenger business jets · North Carolina — revenue of $404m | |
| 19 | SRFM | SURF AIR MOBILITY INC. United States · score 0.0 | 0% | 0.1 bn | 0.1 bn | -101.6% | -0.1 bn | -57.1% | — | Regional air mobility platform · Texas — revenue of $111m | |
| 20 | SOAR | Volato Group, Inc. United States · score 0.2 | 0% | 0.0 bn | 0.0 bn | -11.8% | 0.0 bn | -3.5% | — | Aviation technology for on-demand private flights · Georgia — revenue of $30m | |
| 21 | AZUL | AZUL SA Brazil · score 1.4 | — | — | 4.3 bn | 0.6% | -0.3 bn | — | — | Passenger and cargo air transport in Brazil, a loyalty program and travel packages · Brazil — revenue of $4.3bn |
Other industries in the same sector
- Sector overview
- Space and launch 10 companies
- Commercial aviation (manufacturers) 8 companies
- Heavy machinery 19 companies
- Electrical equipment and power 29 companies
- Defense and aerospace 12 companies
- Railroads 6 companies
- Engineering and heavy construction 56 companies
- Industrial machinery and components 28 companies
- HVAC and building products 30 companies
- Ride-hailing and delivery 12 companies
- Commercial services (waste) 20 companies
- Trucking and parcel delivery 23 companies
and 50 industries more
- Industrial distribution (MRO) 16 companies
- Professional services and HR 40 companies
- Risk data and analytics 10 companies
- Electronic and space defense 13 companies
- Logistics and air freight 24 companies
- Industrial automation 7 companies
- Commercial services (uniforms and support) 6 companies
- Mission-critical communications and public safety 15 companies
- Equipment rental 9 companies
- Auto parts (manufacturers) 39 companies
- Data center infrastructure 6 companies
- Shipping and barges 57 companies
- Aircraft spare parts 10 companies
- Electromechanical components 6 companies
- Pumps, valves and fluid handling 16 companies
- Industrial filtration 11 companies
- Technology distribution 15 companies
- Heavy trucks 9 companies
- Tools and equipment 12 companies
- IT services for defense and government 14 companies
- Rail equipment 5 companies
- Aircraft and railcar leasing 4 companies
- Compressors and process equipment 3 companies
- Drones and autonomous systems 27 companies
- Building products distribution 8 companies
- Airport concessions 4 companies
- Elevators and escalators 1 company
- Pest control 3 companies
- Warehouse and service robotics 5 companies
- Business services (diversified) 12 companies
- Facilities and building maintenance 5 companies
- Staffing and recruitment 21 companies
- Welding and cutting 3 companies
- Building security and locks 9 companies
- Electric motors and automation 2 companies
- Labels and identification 6 companies
- Security and cash handling 10 companies
- Electric air mobility (eVTOL) 7 companies
- Funeral services 3 companies
- Aircraft maintenance (MRO) 3 companies
- Simulation and training 3 companies
- Energy storage (batteries) 16 companies
- Satellite Earth observation 5 companies
- Office furniture and workplaces 4 companies
- Professional employer organizations (PEO) 3 companies
- Guns and ammunition 8 companies
- Next-generation batteries 8 companies
- Commercial printing 9 companies
- Additive manufacturing (3D printing) 5 companies
- Tires 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.