Sabre (NASDAQ:SABR) Posts Earnings Results, Beats Expectations By $0.09 EPS

Sabre (NASDAQ:SABR) posted its quarterly earnings results on Thursday. The information technology services provider reported $0.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.02 by $0.09, FiscalAI reports. The firm had revenue of $738.43 million for the quarter, compared to analyst estimates of $731.81 million.

Here are the key takeaways from Sabre’s conference call:

• Sabre raised its 2026 pro forma adjusted EBITDA outlook for the second consecutive quarter, to approximately $610 million, and increased its free cash flow outlook to approximately negative $50 million. Excluding about $60 million in restructuring costs, the company expects positive free cash flow in 2026 and anticipates positive free cash flow in 2027.
• Third-quarter revenue grew 3% to $738 million, while normalized adjusted EBITDA rose 13% to $170 million and adjusted EBITDA margin expanded 200 basis points. Gross margin of 57.7% exceeded the company’s prior expected range.
• Air Marketplace bookings declined 1%, with Sabre estimating that Middle East conflict and higher fuel prices created a 300–400 basis-point headwind; softer leisure demand was most pronounced in EMEA and Asia Pacific. The company reaffirmed its full-year bookings outlook and said bookings had improved sequentially early in the fourth quarter.
• Sabre cited growth opportunities across its businesses: lodging and other bookings rose 8%, hotel-related revenue increased 14%, and quarterly payments gross spend grew 27%. It also pointed to new airline technology wins and said its refinancing extended $1.35 billion of maturities to 2032, with no large maturities due before the third quarter of 2029.

Sabre Stock Down 7.4%

Shares of NASDAQ SABR traded down $0.12 during midday trading on Friday, reaching $1.55. 1,441,406 shares of the company were exchanged, compared to its average volume of 6,995,562. The stock’s 50-day moving average price is $1.95 and its 200-day moving average price is $1.74. The stock has a market cap of $627.57 million, a P/E ratio of 0.94 and a beta of 1.18. Sabre has a one year low of $0.81 and a one year high of $2.50.

Analyst Upgrades and Downgrades

Several research analysts have commented on SABR shares. Weiss Ratings downgraded shares of Sabre from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday, August 11th. Citigroup reaffirmed a “buy” rating on shares of Sabre in a report on Thursday, August 27th. Finally, Zacks Research lowered Sabre from a “hold” rating to a “strong sell” rating in a research note on Monday, October 26th. One equities research analyst has rated the stock with a Buy rating, two have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Reduce” and a consensus price target of $1.75.

More Sabre News

Here are the key news stories impacting Sabre this week:

• Positive Sentiment: Sabre reported adjusted earnings of $0.11 per share, above the $0.02 analyst consensus and a loss of $0.01 a year earlier. Revenue of $738.4 million also topped expectations of $731.8 million. Coverage characterized the results as a beat and reported a strong stock reaction. Sabre Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Sabre, PayPal and Mindtrip were featured in a report on agentic travel booking. The initiative may offer longer-term potential to expand digital booking capabilities, though the article details provided do not quantify its financial impact. Inside the PayPal-Sabre-Mindtrip playbook for agentic travel booking
• Negative Sentiment: High fuel costs contributed to a decline in Sabre’s third-quarter air bookings, signaling pressure on travel demand and transaction volumes. High fuel costs lead to decline in Sabre’s Q3 air bookings

Sabre Company Profile

Sabre Corporation is a travel technology company that provides software, data, and marketplace services to airlines, hotels, travel agencies, corporations, and other participants in the global travel industry. Its platforms help customers search, shop, price, book, and manage travel content across air, lodging, and other travel products.

The company’s offerings include global distribution and travel marketplace capabilities, application programming interfaces, and tools such as the Sabre Red suite for travel agencies and travel sellers.