SABR Sabre Corp
Price Chart
Executive Summary
Sabre reported strong Q1 2026 results, with revenue up 8% YoY to $760M and Adjusted EPS of $0.06, well above the Street consensus of -$0.09. The company exceeded its own Q1 guidance and reaffirmed full-year Pro Forma Adjusted EBITDA guidance of $585M. Air distribution bookings grew 6%, the highest in two years, signaling continued travel recovery and market share gains.
Key Financial Metrics
Actionable Insight
The strong beat and reaffirmed outlook should drive near-term bullish momentum. However, watch for Q2 guidance (near-flat revenue, weak bookings) which may temper follow-through. Monitor earnings call for commentary on Middle East impact and debt reduction progress.
Key Facts
- Q1 2026 revenue $760M, +8% YoY vs $702M
- GAAP diluted EPS from continuing ops $0.02 vs -$0.01 YoY
- Adjusted EPS $0.06 vs Street consensus of -$0.09 (beat by ~167%)
- Normalized Adjusted EBITDA $169M, +21% YoY
- Air bookings grew 6% YoY, highest in over two years
- Full-year 2026 guidance reaffirmed: Pro Forma Adjusted EBITDA $585M, FCF -$70M Q2
- Ended quarter with $665M cash; net debt $3.8B
- Q2 guidance assumes Middle East conflict subsides; revenue flat-to-nominal YoY
Financial Impact
Q1 revenue beat implied guidance by ~$30M; Adjusted EPS surprise of ~$0.15 vs consensus
Risk Factors
- High net debt of $3.8B remains a burden; FCF negative -$155M in Q1
- Q2 guidance implies near-flat revenue and bookings, vulnerable to macro or geopolitical shocks
- Middle East conflict and fuel prices could disrupt air travel recovery
- Low market cap ($723M) amplifies volatility
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-031703 |
| Document: sabr-20260507.htm | 0001628280-26-031703 |
| Document: 0001628280-26-031703-index-headers.html | 0001628280-26-031703 |
| Document: 0001628280-26-031703-index.html | 0001628280-26-031703 |
| Document: 0001628280-26-031703.txt | 0001628280-26-031703 |
| 8-K Data (Synthetic) | 0001628280-26-031703 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 11, 2026
3d ago
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Institutional Cluster
| $1.67 awaiting T+5 | awaiting T+5 | — | $1.70 (+2.10%) |
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May 19, 2026
26d ago
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8-K
| $1.58 $1.66 | ▲ +5.13% | ▲ +3.33% | $1.70 (+7.73%) |
|
May 7, 2026
5w ago
|
8-K
| $2.06 $1.72 | ▼ −16.42% | ▼ −17.93% | $1.70 (−17.40%) |
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Apr 14, 2026
8w ago
|
DEFA14A
| $1.56 $1.96 | ▲ +25.80% | ▲ +24.41% | $1.70 (+9.11%) |
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Mar 19, 2026
12w ago
|
DEFA14A
| $1.30 $1.51 | ▲ +16.09% | ▲ +18.24% | $1.70 (+30.87%) |
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Mar 5, 2026
14w ago
|
8-K
| $1.58 $1.59 | ▲ +0.63% | ▲ +2.16% | $1.70 (+7.73%) |
|
Mar 4, 2026
14w ago
|
8-K
| $1.61 $1.70 | ▲ +5.60% | ▲ +7.83% | $1.70 (+5.72%) |
US Market Status
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