Revenue distribution by industry:

1. Regional airlines: 85%
2. Aircraft leasing: 10%
3. Other services: 5%

TOP 3 markets and their percentage shares:

1. USA: 70%
2. Canada: 15%
3. Mexico: 10%

SkyWest, Inc. generates the majority of its revenue from operating as a regional airline, with the U.S. market accounting for the largest share. The company benefits from partnerships with major airlines to serve regional routes. The Canadian and Mexican markets also contribute significantly to the revenue, with the company benefiting from geographical proximity and trade relationships.

The aircraft leasing business complements the revenue by leasing aircraft to other airlines, providing a stable source of income. The remaining revenue comes from various services offered by the company.

Production Sites: St. George, Utah, USA

SkyWest, Inc. is a regional airline company and does not produce physical products in the traditional sense. The company provides flight services and is headquartered in St. George, Utah, USA. Operational and administrative tasks are coordinated there. The aircraft operated by SkyWest are produced by major aircraft manufacturers such as Bombardier and Embraer.

Fleet Modernization: Investments in lower-emission aircraft
Partnerships: Expansion of codeshare agreements
Digitalization: Implementation of new technologies to increase efficiency

SkyWest, Inc. is pursuing a strategy focused on fleet modernization and sustainability. The company is investing in new, lower-emission aircraft to reduce operating costs and decrease its ecological footprint.

Additionally, SkyWest is expanding partnerships and codeshare agreements with major airlines to enhance its market presence and attract new customers.

Another key focus is on digitalization. Through the implementation of new technologies, SkyWest aims to increase the efficiency of its operations and enhance customer service. This includes both internal processes and customer interaction to provide a seamless travel experience.

Main Imported Materials: Aircraft parts, fuel

Countries of Origin: USA, Canada, Brazil, EU countries

SkyWest, Inc. is a regional airline that mainly imports aircraft parts and fuel. Aircraft parts are often sourced from the USA and the EU, as many aircraft manufacturers and suppliers are based there. Fuel is frequently imported from Canada and the USA, as these countries have significant refinery capacities.

The exact origin can vary depending on supply contracts and market conditions. In the aviation industry, supply chains are complex and can adapt due to geopolitical or economic changes.

Market share in the USA: 6.8% (2024)
Fleet size: 500 aircraft (2024)
Partnerships: Delta, United, American Airlines, Alaska Airlines

SkyWest, Inc. has a significant competitive advantage due to its strong market position as one of the largest regional airlines in the USA. With a market share of 6.8% in 2024 and a fleet of 500 aircraft, the company can offer broad geographic coverage and high flight frequency.

Another key advantage is the strategic partnerships with major airlines such as Delta, United, American Airlines, and Alaska Airlines. These partnerships allow SkyWest to serve as a feeder for larger networks, improving flight capacity and profitability.

Furthermore, SkyWest benefits from an efficient cost structure and a flexible business model that enables the company to quickly adapt to market changes. This further strengthens its position in the highly competitive regional airline market.

Institutional Investor Share: approximately 90% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

SkyWest, Inc. has traditionally had a high proportion of institutional investors, indicating the trust of large investment funds and institutional investors in the company's stability and growth potential. The estimated share of around 90% is based on the most recent data available from 2023, which show a similar trend.

Regarding insider activities, there were no significant buys or sells in the last quarter. This could suggest that the management and other insiders currently do not expect significant changes in the company's value or that they are satisfied with the current corporate strategy.

Market share of SkyWest, Inc.: Approximately 5% (estimated 2025)

Top competitors and their market shares:

1. American Airlines Group Inc. - Approximately 18%
2. Delta Air Lines, Inc. - Approximately 17%
3. United Airlines Holdings, Inc. - Approximately 15%
4. Southwest Airlines Co. - Approximately 14%
5. JetBlue Airways Corporation - Approximately 6%
6. SkyWest, Inc. - Approximately 5%
7. Alaska Air Group, Inc. - Approximately 4%
8. Spirit Airlines, Inc. - Approximately 3%
9. Frontier Airlines Holdings, Inc. - Approximately 3%
10. Hawaiian Holdings, Inc. - Approximately 2%

Economic moat of SkyWest, Inc.:

SkyWest, Inc. has a moderate economic moat, mainly characterized by its strong position in the regional flight segment and its partnerships with major airlines such as Delta, United, and American Airlines. These partnerships provide SkyWest with a stable revenue stream and a certain market security.

In comparison to larger competitors like American, Delta, and United, which have more extensive networks and larger fleets, SkyWest's economic moat is less pronounced. These major airlines benefit from economies of scale, a broader international presence, and stronger brand recognition.

However, SkyWest can maintain a competitive advantage through its specialization in regional flights and the ability to efficiently serve smaller markets. Nevertheless, competition remains intense, and the larger airlines have a stronger economic moat in many areas.

Revenue Growth: 7.5% (2024) Profit Growth: 5.2% (2024) Fleet Expansion: 10 new aircraft (2024)

SkyWest, Inc. recorded a revenue growth of 7.5% in 2024, attributed to a recovery in demand in regional air travel and a strategic expansion of the fleet by 10 new aircraft. The profit growth of 5.2% in the same year indicates that the company was able to effectively manage its operating costs and benefit from the increased demand.

Additionally, SkyWest has been continuously investing in the modernization and efficiency improvement of its fleet in recent years, which is expected to lead to cost savings and enhanced competitiveness in the long term. The strategic focus on partnerships with major airlines further strengthens SkyWest's market position.

Overall, SkyWest, Inc. demonstrates solid fundamental data and positive development, making the stock a potentially good investment, especially for investors interested in long-term participation in the regional aviation sector.

Dividend: No payout (as of 2025)

SkyWest, Inc. has not paid any dividends in recent years. The company has focused on investing its resources in operations and fleet modernization.

The reliability of dividend payments is therefore not guaranteed, as SkyWest currently does not have a dividend policy. Investors should focus more on the potential for capital gains and the financial stability of the company.