Sabre's Q1 revenue, adj EBITDA beat analyst estimates

Sabre Corporation

Sabre Corporation

SABR

0.00


Overview

  • U.S. travel technology firm's Q1 revenue rose 8%, beating analyst expectations

  • Adjusted EBITDA for Q1 up 21%, beating analyst expectations

  • Company reaffirmed full-year 2026 Pro Forma Adjusted EBITDA and Free Cash Flow guidance


Outlook

  • Sabre reaffirms full-year 2026 Pro Forma Adjusted EBITDA guidance of ~$585 mln, up 9% YoY

  • Company expects full-year 2026 Free Cash Flow of ~$10 mln


Result Drivers

  • MARKETPLACE GROWTH - Marketplace revenue rose 9%, driven by increased distribution bookings and higher average booking fees

  • AIRLINE TECHNOLOGY REVENUE - Airline Technology revenue increased 7%, mainly due to recognition of previously deferred revenue


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q1 Revenue

Beat

$760 mln

$739.02 mln (3 Analysts)

Q1 EPS

$0.02

Q1 Adjusted EBITDA

Beat

$159 mln

$128.73 mln (3 Analysts)


Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

  • Wall Street's median 12-month price target for Sabre Corp is $1.80, about 1.6% below its May 6 closing price of $1.83

  • The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 7 three months ago


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