Mesa Air Group INC

Market Movers (8-K)

Republic Airways Holdings Inc. reported strong second quarter 2026 financial results, with revenues increasing 40.8% year-over-year, and raised its full-year 2026 guidance.
Better than expected
Republic Airways appoints Matthew J. Koscal as CEO and details executive compensation packages following leadership transition.
Republic Airways Holdings Inc. amended its 8-K filing to detail the increased compensation package for its new President and CEO, Matthew J. Koscal, effective June 15, 2026.
Republic Airways Holdings Inc. announced the results of its 2026 annual stockholder meeting, including the election of directors, advisory vote on executive compensation, and ratification of its independent auditor.
Republic Airways Holdings Inc. reported its first quarter 2026 financial results, highlighting revenue growth driven by the Mesa Air Group merger and fleet expansion, while reaffirming full-year guidance.
Republic Airways Holdings Inc. has appointed Matthew J. Koscal as President and CEO, effective June 15, 2026, as part of a planned leadership succession.

Quarterly Earnings (10-Q)

Republic Airways Holdings reports a 40.8% revenue increase in Q2 2026 driven by expanded operations post-merger, though net income declined.
Worse than expected
Republic Airways reports Q1 2026 net income of $26.9 million, reflecting integration of Mesa Air Group operations.
Mesa Air Group reported a reduced net loss for Q3 2025 but a wider loss for the nine-month period, with its merger with Republic Airways Holdings expected to close by November 25, 2025, alleviating going concern doubts.
Worse than expected
Delay expected
Capital raise
Mesa Air Group reported a net income for the quarter ended June 30, 2025, driven by significant asset sales and strategic agreements, despite a substantial net loss for the nine-month period.
Capital raise
Mesa Air Group's Q3 2025 results reveal substantial net losses driven by asset impairments and decreased contract revenue, alongside the announcement of a merger agreement with Republic Airways Holdings, Inc.
Worse than expected
Delay expected
Mesa Air Group reports a net loss of $114.6 million for the quarter ended December 31, 2024, while also announcing a merger agreement with Republic Airways and several strategic initiatives to address liquidity concerns.
Worse than expected

Annual Reports (10-K)

Mesa Air Group reported a significant net loss for the three months ended December 31, 2024, but anticipates alleviating going concern doubts with its impending merger with Republic Airways Holdings Inc. and strategic asset sales.
Capital raise
Worse than expected
Mesa Air Group, Inc. filed an amendment to its annual report to include previously omitted corporate governance and executive compensation details for the fiscal year ended September 30, 2024, highlighting compensation restrictions due to a U.S. Treasury loan.
Worse than expected
Delay expected
Capital raise
Mesa Air Group's latest annual report reveals a strategic shift towards a merger with Republic Airways, accompanied by asset sales and debt restructuring to address financial concerns.
Worse than expected
Mesa Air Group has filed an amendment to its annual report to include previously omitted information regarding directors, executive compensation, and corporate governance.
Delay expected
Mesa Air Group's 10-K filing outlines the company's capital structure, voting rights, transfer restrictions, and potential risks, including dependence on major partners and pilot shortages.
Worse than expected
Delay expected
Capital raise

Insider Trading (Form 4)

Director J. David Grizzle transitioned from his role as CEO of Republic Airways Holdings Inc. on June 15, 2026, while remaining Chairman of the Board.
Executive Vice President and CFO Joseph Allman was granted 12,557 restricted stock units as part of company compensation.
Executive Vice President and COO Paul Kinstedt was granted 12,557 restricted stock units by Republic Airways Holdings Inc.
Republic Airways Holdings Inc. CFO Joseph Allman disposed of 5,458 shares to cover tax obligations related to restricted stock vesting.
Senior Vice President Chad M. Pulley reported the withholding of 5,913 shares of Republic Airways common stock to cover tax obligations.
VP of Finance and Accounting Scott Hornback disposed of 2,371 shares of Republic Airways Holdings Inc. to cover tax withholding obligations.

Proxy Statements (Def-14A)

Republic Airways Holdings Inc. has issued its proxy statement for the Annual Meeting of Stockholders scheduled for May 21, 2026, detailing proposals for director elections, executive compensation, and auditor ratification.
Mesa Air Group sets date for its 2024 Annual Meeting of Shareholders, outlining key proposals including director elections and executive compensation.

Schedule 13D - Activist Investments

United Airlines Holdings, Inc. increased its beneficial ownership in Republic Airways Holdings Inc. to 22.3% by acquiring additional shares in exchange for debt forgiveness.
American Airlines Group Inc. and its subsidiary American Airlines, Inc. have acquired a 20.8% beneficial ownership in the newly formed Republic Airways Holdings Inc. following its merger with Mesa Air Group.
Republic Airways Holdings Inc. finalized its merger with Legacy Republic, resulting in United Airlines Holdings, Inc. holding an 18.2% stake and forgiving significant debt.
Mesa Air Group Inc. has entered into a merger agreement with Republic Airways Holdings Inc., with United Airlines Holdings, Inc. playing a facilitating role and maintaining a significant stake.
Capital raise

Schedule 13G - Passive Investments

Contrarian Capital Management and Jon R. Bauer have reported a 9.5% beneficial ownership stake in Republic Airways Holdings Inc., totaling 4,446,210 shares.
Owl Creek Asset Management and Jeffrey A. Altman have reported an 8.8% beneficial ownership stake in Republic Airways Holdings Inc., holding 4,113,312 shares.
Delta Air Lines, Inc. has reported a 14.4% beneficial ownership stake in Republic Airways Holdings Inc. common stock.
PAR Investment Partners, L.P. and its affiliates have reported a 6.2% beneficial ownership stake in Mesa Air Group Inc. common stock.
PAR Investment Partners, along with its affiliates PAR Group II and PAR Capital Management, has disclosed a passive 5.2% beneficial ownership stake in Mesa Air Group Inc., totaling 2,140,934 shares.