ULCC at a glance
Frontier Group Holdings, Inc. (ULCC, SEC CIK 1670076) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on August 31, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Frontier Group Holdings, Inc. (ULCC) reported revenue of $3.7 billion (down 1.4% from FY2024) and a net loss of $137.0 million. Diluted EPS was -$0.60.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding Frontier Group Holdings, Inc. (ULCC) shares worth $287.6 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Clerc Alexandre on September 4, 2026 of 3,480 shares at $5.71 per share.
- In the last 90 days, ULCC insiders reported 0 open-market purchases ($0) and 10 open-market sales ($87.0M) on Form 4, a net sale of $87.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.7B
- −1.4% vs prior year
- Insiders · 90 days
- 0 buys · 10 sells
- Net −$87.0M
- 13F holders
- 26 funds
- $287.6M · +1 vs prior quarter
- Latest 8-K
- Aug 31, 2026
- Item 2.05 · Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $1,279M, up 38% YoY from $929M, led by passenger revenue $1,235M
- Q2 operating margin -7.6% vs -8.1% YoY, with operating loss $97M vs $75M
- Best-performing line: passenger revenue up 38% to $1,235M; worst cost pressure: aircraft fuel expense up 90% to $436M
- Available liquidity $1,156M, including unrestricted cash and cash equivalents of $936M
- Headwinds: higher crude oil prices, supply-chain risks, and labor-contract negotiations; Starlink deployment begins in 2027
Risk Factors
- Newly disclosed insider trading arrangements covering up to 227,277 common shares through April 30, 2028
- Senior executive terminated a prior Rule 10b5-1 plan covering 191,436 shares on May 7, 2026
- Sixth and seventh amendments to the Barclays credit-card affinity agreement filed during the quarter
- Aircraft sale agreement with Avolon Leasing Ireland 3 Limited dated June 30, 2026
AI summary of the ULCC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.05: Costs Associated with Exit or Disposal Activities
- Early return of 13 A320neos in 2H 2026, reducing operating lease assets and liabilities by approximately $260 million
- $60–$80 million non-cash charges expected in Q3–Q4 2026 from maintenance write-offs and accelerated depreciation
Item 8.01: Other Events
- Frontier will lease 10 A321neo aircraft from AerCap, with deliveries scheduled between Q4 2026 and Q1 2027
- Fleet transition with the Early Return Agreement aims to preserve capacity using fewer, more productive aircraft
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered three months ended June 30, 2026
- Press release issued July 29, 2026 and furnished as Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Nancy Lipson resigning from Frontier’s Board effective July 15, 2026
- Departure driven by another business opportunity, not a disagreement with company operations or policies
AI summaries of ULCC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ULCC
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- Fund moves. Which tracked funds opened, added or cut ULCC, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Mathew Jeffrey | M | Sep 22, 2026 | 65,445 | - |
| Mathew Jeffrey | F | Sep 22, 2026 | 18,818 | $6.12 |
| Mathew Jeffrey | M | Sep 22, 2026 | 65,445 | - |
| Clerc Alexandre | Sell | Sep 4, 2026 | 3,480 | $5.71 |
| Schuller Steve | Sell | Sep 4, 2026 | 7,500 | $6.00 |
| Mitchell Mark Christopher | Sell | Aug 5, 2026 | 125,000 | $8.09 |
| Diamond Howard | Sell | Aug 4, 2026 | 24,195 | $8.25 |
| Wetzel Josh A | Sell | Aug 4, 2026 | 2,000 | $8.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $3.6B | $3.8B | $3.7B |
| Operating Income | -$3.0M | $58.0M | -$149.0M |
| Net Income | -$11.0M | $85.0M | -$137.0M |
| Op. Margin | -0.1% | 1.5% | -4.0% |
| Net Margin | -0.3% | 2.3% | -3.7% |
| Balance Sheet | |||
| Total Assets | $5.0B | $6.2B | $7.2B |
| Equity | - | $604.0M | $491.0M |
| ROE | - | 14.1% | -27.9% |
| Per Share | |||
| EPS | $-0.05 | $0.37 | $-0.60 |
| Cash Flow | |||
| Operating CF | -$261.0M | -$82.0M | -$525.0M |
Source: XBRL data in Frontier Group Holdings, Inc. (ULCC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ULCC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $287.6M |
| Q1 2026 | 25 | $85.0M |
| Q4 2025 | 24 | $142.4M |
| Q3 2025 | 24 | $147.9M |
| Q2 2025 | 27 | $112.1M |
| Q1 2025 | 23 | $92.1M |
| Q4 2024 | 19 | $103.4M |
| Q3 2024 | 16 | $50.4M |
- Millennium Management+2.60M (+924%)
- Two Sigma Investments+2.41M (+106%)
- Citadel Advisors LLC+1.22M (+228%)
- JPMorgan Chase & Co+1.20M (+4997%)
- D.E. Shaw & Co+1.00M (+488%)
- Morgan Stanley−93.6K (-11%)
- PNC Financial Services−16 (-3%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 184 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ULCC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 8-K | Aug 31, 2026 | - | Analysis | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 17, 2026 | - | Analysis | - |
| 4 | Jul 13, 2026 | - | - | - |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 8-K | Jun 30, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - |
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ULCC SEC filings: frequently asked questions
Are ULCC insiders buying or selling?
In the last 90 days, Frontier Group Holdings, Inc. (ULCC) officers, directors and 10% owners reported no open-market purchases and 10 open-market sales worth $87.0 million by 7 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ULCC stock?
As of June 30, 2026, the largest Frontier Group Holdings, Inc. (ULCC) holders among the 13F filers tracked by SignalX were BlackRock ($47.2 million), Two Sigma Investments ($37.0 million), Vanguard Capital Management LLC ($28.9 million), Vanguard Portfolio Management LLC ($26.7 million), Millennium Management ($22.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ULCC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Frontier Group Holdings, Inc. (ULCC) reported revenue of $3.7 billion (down 1.4% from FY2024) and a net loss of $137.0 million. Diluted EPS was -$0.60. The figures come from the XBRL data in the 10-K.
What did ULCC report in its latest 8-K?
Frontier Group Holdings, Inc. (ULCC) filed an 8-K on August 31, 2026 reporting Item 2.05 (Costs Associated with Exit or Disposal Activities) and Item 8.01 (Other Events). Early return of 13 A320neos in 2H 2026, reducing operating lease assets and liabilities by approximately $260 million.
What are the latest ULCC SEC filings?
Frontier Group Holdings, Inc. (ULCC) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on August 31, 2026 and a Form 4 insider filing on September 22, 2026.
What is ULCC's SEC CIK number?
Frontier Group Holdings, Inc. (ULCC)'s SEC Central Index Key (CIK) is 1670076. EDGAR lists every ULCC filing under that number.
Ask anything about ULCC
The research agent reads ULCC's filings, financials, insider trades and 13F holders, then answers with sources.