Every 8-K that Frontier Group Holdings, Inc. (ULCC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ULCC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ULCC filings page.
Frontier Group Holdings, Inc. (ULCC) reported that its subsidiary Frontier Airlines entered into an Early Return Agreement on August 25, 2026 to terminate leases on 13 A320neo aircraft that were scheduled to expire in six to seven years. These aircraft are scheduled for return in the second half of 2026, and the company expects an approximate $260 million reduction in both operating lease right-of-use assets and operating lease liabilities, along with the elimination of maintenance costs that would have exceeded the early termination costs.
The Early Return Agreement is expected to generate non-cash charges of $60–$80 million in total in the third and fourth quarters of 2026, including write-offs of capitalized prepaid maintenance and accelerated depreciation of capitalized maintenance. Frontier also expects cash charges of $90–$120 million tied to early lease termination and aircraft and engine returns, largely recognized in the third and fourth quarters of 2026, with most cash settlement occurring in 2028 and 2029. Separately, on August 29, 2026, Frontier agreed with AerCap Holdings N.V. to direct lease 10 A321neo aircraft, with deliveries expected between the fourth quarter of 2026 and the first quarter of 2027, which together with the Early Return Agreement is described as maintaining similar capacity with fewer aircraft.
Frontier Group Holdings, Inc. reported strong revenue growth but continued losses for the quarter ended June 30, 2026. Total operating revenue reached an all‑time quarterly record of approximately $1.3 billion ($1,279 million in the table), up 38% year over year, as revenue per available seat mile rose 28% to 11.52¢ on 8% higher capacity and load factor improved to 80.3%.
Higher fuel, aircraft rent and maintenance pushed total operating expenses to $1,376 million, resulting in a GAAP net loss of $90 million (‑$0.39 per diluted share). Results were heavily affected by a non‑recurring $70 million Early Return Agreement charge; excluding this, adjusted net loss narrowed to $22 million (‑$0.10 per share). Total liquidity was $1.16 billion, equal to 27% of trailing 12‑month adjusted revenue.
The company ended the quarter with a 165‑aircraft all‑Airbus fleet and highlighted ancillary initiatives, including extending its co‑branded Barclays credit card partnership through 2037 and planning Starlink onboard Wi‑Fi from 2027. Management guides adjusted diluted EPS of $(0.10) to $0.10 for Q3 2026 and breakeven to $0.20 for Q4, with capacity up 17–18% and about 7% year over year, respectively.
Frontier Group Holdings, Inc. reported that board member Nancy Lipson has announced her intention to resign from the Board of Directors, effective July 15, 2026. The announcement was made on July 14, 2026, as she plans to pursue another business opportunity beginning on the same effective date.
The company states that Ms. Lipson’s departure is not the result of any disagreement regarding operations, policies, or practices. The report is signed by Executive Vice President, Legal and Corporate Affairs, Howard M. Diamond.
Frontier Group Holdings disclosed that subsidiary Frontier Airlines entered a material agreement with lessor Avolon Leasing Ireland 3 Limited to sell 11 A321neo aircraft at the time of delivery from the company’s existing purchase commitments. The aircraft are being sold at current market rates, reflecting transition and remarketing costs.
The 11 aircraft include 3 A321neo deliveries expected in the fourth quarter of 2026 and 8 deliveries anticipated in the first half of 2027. Frontier now expects to take delivery of 22 aircraft in 2026, including 8 A320neo and 14 A321neo aircraft, and to end 2026 with a fleet of 171 aircraft as part of its fleet-rightsizing initiative.
Frontier Group Holdings, Inc. reported that subsidiary Frontier Airlines, Inc. entered into a Seventh Amendment to its long-term co-branded credit card affinity agreement with Barclays Bank Delaware, which supports the Frontier loyalty program.
The amendment extends the term of the Credit Card Affinity Agreement from December 31, 2029 to June 30, 2037 and includes enhancements to the net compensation Frontier expects to earn, along with pre-paid consideration that was slightly better than anticipated and received before the end of June 2026.
Frontier’s pre-purchased miles facility linked to this program saw its aggregate maximum facility amount increased from $200 million to $375 million. The facility term was also extended to June 30, 2037, with any borrowed amounts required to be repaid beginning in June 2036 in 12 equal monthly installments, and certain financial covenants were amended.
Frontier Group Holdings, Inc. reported that director Andrew Broderick will resign from its Board effective June 15, 2026, and stated his departure is not due to any disagreement over operations, policies, or practices. The Board has appointed Barron Steele as a Class II director, effective the same date, with a term running until the 2029 annual meeting of stockholders. He will serve on the Finance Committee and the Safety & Security Committee.
As a non-employee director, Steele will receive annual cash compensation of $100,000, paid quarterly and prorated for his service, plus an initial restricted stock unit award based on a $160,000 value prorated from his appointment through May 14, 2027. The initial award will vest on the earlier of one year from grant or immediately before the next annual stockholders’ meeting, subject to continued Board service. The company notes there are no special arrangements behind his selection, no family relationships with existing leadership, and he is expected to sign the standard indemnification agreement.
Frontier Group Holdings, Inc. reported the results of its 2026 Annual Meeting of Stockholders. Stockholders elected four Class II directors — Andrew S. Broderick, Bernard L. Han, Anthony D. Salcido and Alejandro D. Wolff — each for a three-year term, with Broderick receiving 189,855,666 votes for and Wolff 182,110,606 votes for.
Stockholders also ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 207,775,426 votes for. In an advisory, non-binding vote, stockholders approved the compensation of the company’s named executive officers for 2025, with 156,283,918 votes for and 28,140,583 abstentions.
Frontier Group Holdings, Inc., parent of Frontier Airlines, reported first quarter 2026 results showing strong revenue but a larger loss driven by one‑time items. Total operating revenue was $992 million, up 9% from 2025, and adjusted revenue reached nearly $1.1 billion, a company record.
The company recorded a GAAP net loss of $272 million, or $1.18 per share, including a $139 million charge from an early lease termination on 24 A320neo aircraft and a $73 million charge tied to Transportation Security Administration fee remittances. Excluding these, adjusted net loss was $68 million, or $0.30 per share, better than its prior loss-per-share guidance.
Adjusted RASM was 10.86¢, 18% above the 2025 quarter, while adjusted CASM excluding fuel was 8.85¢. Liquidity stood at $974 million as of March 31, 2026. Frontier operated a fleet of 183 Airbus aircraft and expects second quarter 2026 adjusted diluted loss per share between $0.45 and $0.60 with capacity growth of 6% to 8% versus the prior year quarter.
Frontier Group Holdings is reshaping its Airbus A320neo fleet commitments and lease profile. Frontier Airlines entered an amendment with Airbus that defers delivery of 69 A320neo family aircraft from the 2027–2030 period to 2031–2033, pushing major capacity additions further into the next decade.
Separately, Frontier agreed with AerCap to terminate leases on 24 A320neo aircraft currently in operation, with returns expected in the second quarter of 2026. This is expected to reduce operating lease right‑of‑use assets and lease liabilities by about $400 million and triggers significant charges.
The company currently expects non‑cash charges of $125–$175 million in the first and second quarters of 2026 from maintenance‑related write‑offs and accelerated depreciation, plus $75–$95 million of largely cash charges tied to early lease termination and aircraft and engine returns, to be substantially settled in 2028 and 2029.
Frontier Group Holdings, parent of Frontier Airlines, updated its first quarter 2026 outlook. The company still expects an adjusted (non-GAAP) diluted loss per share between $0.32 and $0.44, but now sees much stronger revenue partly offset by higher fuel costs and storm-related disruption.
Capacity for the quarter is expected to be down 1 to 1.5 percent year over year, in line with prior guidance. A key positive is unit revenue: revenue per available seat mile, adjusted to a 1,000‑mile stage length, is now expected to rise by the mid-teens percent versus the prior-year quarter, up from previously expected growth of greater than 10 percent.
Jet fuel is now forecast to average about $3.00 per gallon for the quarter, versus $2.50 in the prior guidance, adding an estimated $45 to $50 million of fuel expense. Frontier highlights a fuel-efficiency advantage of over 40 percent compared with major U.S. carriers. Total liquidity at the end of March 2026 is expected to exceed $900 million, up from $874 million at December 2025. Full-year 2026 guidance is under review and will be updated with first quarter results.
Frontier Group Holdings, parent of Frontier Airlines, reported fourth quarter 2025 revenue of $997 million with net income of $53 million, or $0.23 per diluted share. Capacity was flat year over year and revenue per available seat mile was 10.17 cents.
For full year 2025, revenue was $3.724 billion and the company posted a net loss of $137 million, or $(0.60) per diluted share, as operating expenses rose 4%. Year-end liquidity was $874 million. Frontier outlined fleet actions, including early return of 24 A320neo aircraft and deferral of 69 Airbus deliveries, targeting about $200 million in annual run-rate cost savings by 2027 and moderating long-term capacity growth to roughly 10%. 2026 adjusted diluted EPS guidance ranges from $(0.40) to $0.50 with expected ~10% capacity growth.
Frontier Group Holdings, Inc. appointed Anthony D. Salcido as a new Class II director effective February 5, 2026, increasing the Board from eleven to twelve members. He will serve until the 2026 annual stockholder meeting and has joined the Audit and Safety & Security Committees as an independent director.
As a non-employee director, Mr. Salcido will receive annual cash compensation of $100,000 and restricted stock unit (RSU) awards. His initial RSU grant equals $140,000 prorated from his appointment date to May 15, 2026, and future annual RSU awards will equal $160,000 divided by the Company’s stock closing price on each grant date, vesting after about one year, subject to continued service.
Mr. Salcido is a retired Chief Accounting Officer of Toyota Motors North America with extensive financial leadership and audit committee experience, and holds a B.S. in business administration from the University of Southern California. The Company notes there are no related-party arrangements or family relationships tied to his appointment.
Frontier Group Holdings, Inc. has appointed James G. Dempsey as its President and Chief Executive Officer, effective immediately, and added him to the Board as a Class III director with a term running through the 2027 annual meeting, unless earlier ended.
In connection with the permanent role, Mr. Dempsey’s annual base salary increases to $747,000, with a target cash incentive equal to 125% of base salary. For fiscal 2026, he is scheduled to receive long-term equity incentive awards with an aggregate grant date fair value of $3,500,000, structured on terms consistent with other executive officers.
The Compensation Committee also approved a promotion performance stock unit grant with a target grant date fair value of $1,750,000, which vests in full after four years if he remains with the company. The number of shares ultimately earned will depend on the change in Frontier’s average share price over the four-year period, capped at $30.0 per share, with no payout if the average share price ends below 50% of its starting average. Frontier also issued a press release updating estimated fourth quarter 2025 guidance, furnished as an exhibit.
Frontier Group Holdings, Inc. reported that Chief Executive Officer Barry L. Biffle has left the CEO role effective December 15, 2025. He is expected to remain on the board and serve in an advisory capacity through December 31, 2025, providing short-term continuity during the transition.
The board appointed President James G. Dempsey, age 50, as Interim Chief Executive Officer and designated him as the company’s principal executive officer, while he continues in his role as President. The company also issued a press release on December 15, 2025 that, among other items, reiterated its previously announced estimated fourth quarter 2025 guidance.
Frontier Group Holdings, Inc. (ULCC) furnished an update that it issued a press release announcing its financial results for the three months ended September 30, 2025. The release is attached as Exhibit 99.1 and incorporated by reference. The company notes the use of non‑GAAP financial measures, with reconciliations to the nearest GAAP figures included in the press release. This information is being furnished, not filed, and is not subject to Section 18 of the Exchange Act.