Komori
Skymark Airlines (9204) · FactStrong passenger demand and increase in revenue passengers

Passenger demand recovery

First written in FY2023-Q3. 7 of 12 entries say "Advanced", first in FY2023. Latest entry: FY2027-H1.

12entries
4years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023 – FY2025-H1OtherFY2026-H1 – FY20262023: 420232024: 320242025: 120252026: 42026
Same theme, other companies
Steady Trends in Passenger Numbers and Freight VolumesA theme 12 companies write about · 0 as a headwind · 13 as a tailwind

The whole theme swung hardest in 2020: 3 of 9 companies on the "Worse" side.

7 other companies' latest entry also says "Other".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1Strong passenger demand and increase in revenue passengersAnnual report

    「Against this backdrop, in addition to capturing firm passenger demand, our revenue management efforts, which have continued since the second half of the previous fiscal year to identify the optimal balance between fares and revenue passengers in response to changes in market conditions, proved effective. Revenue passengers during the interim accounting period totaled 4,197,132, up 6.1% year on year, while the average fare was ¥13,601, up 0.8% year on year.」

    Passenger demand remained firm, and revenue passengers increased to 4,197,132, up 6.1% year on year. This represents a change from the decline in revenue passengers recorded in the previous year.
  2. 2026-08-07AdvancedResults

    「当第1四半期累計期間の有償旅客数は1,967,054名(前年同期比6.0%増)となりました。」

    旅客需要が堅調に推移し、有償旅客数が前年同期比6.0%増となった。
  3. FY2026Strong demand and continued decline in revenue passengersAnnual report

    「Revenue passengers declined to 7,995,697, down 1.8% year on year, due to strategic pricing aimed at maximizing operating revenue during the fiscal year. However, we worked to enhance revenue management in order to optimize the balance between fares and revenue passengers in response to changes in market conditions.」

    While passenger demand was described as firm, annual revenue passengers declined 1.8% year on year due to strategic pricing, and the divergence between the underlying demand trend and passenger numbers continued.
  4. 2026-05-15OtherResults

    「しかしながら、国内線航空各社による堅調なノンビジネス需要の獲得に向けたプロモーション強化等の影響を受け、価格競争は年間を通じて従来以上に激化いたしました。」

    旅客需要は堅調とされる一方、価格競争の激化の影響を受け、有償旅客数は7,995,697名(前年比1.8%減)となった。
  5. FY2026-H1Strong demand and decline in revenue passengersAnnual report

    「In Japan's domestic airline market, where we operate, passenger demand remained firm, supported by factors including a shift toward domestic travel due to yen depreciation and rising prices overseas. Against this backdrop, revenue passengers during the interim accounting period totaled 3,955,248, down 4.7% year on year.」

    Passenger demand itself was described as firm, while revenue passengers totaled 3,955,248, down 4.7% year on year. The decline was attributed to strategic pricing, indicating a divergence between the underlying demand trend and passenger numbers.
  6. FY2025-H1AdvancedAnnual report

    「Against this backdrop, revenue passengers during the interim accounting period totaled 4,149,627, up 4.5% year on year. By steadily capturing demand centered on leisure and VFR travel, our main customer segments, we achieved a record high for an interim accounting period.」

    Revenue passengers totaled 4,149,627, up 4.5% year on year, a new record high for an interim accounting period.
  7. FY2024AdvancedAnnual report

    「During the fiscal year, passenger demand remained above pre-pandemic levels from the beginning of the year, driven mainly by leisure and VFR travel. Revenue passengers totaled 7,948,495, up 13.2% year on year, as many customers flew with us.」

    Annual revenue passengers totaled 7,948,495, up 13.2% year on year, remaining above pre-pandemic levels.
  8. FY2024-Q3AdvancedAnnual report

    「Against this backdrop, the number of revenue passengers during the cumulative third-quarter period totaled 5,997,330, up 15.8% from the same cumulative period of the previous year. Revenue passengers for the cumulative period reached a record high for the third consecutive quarter, as many customers flew with us.」

    Revenue passengers totaled 5,997,330, up 15.8% year on year, a record high for a cumulative quarterly period for the third consecutive quarter.
  9. FY2024-Q2AdvancedAnnual report

    「Against this backdrop, the number of revenue passengers during the cumulative second-quarter period reached a record high for a second-quarter cumulative period at 3,972,804, up 23.4% from the same cumulative period of the previous year.」

    Revenue passengers totaled 3,972,804, up 23.4% year on year, a record high for a second-quarter cumulative period. A shift toward domestic travel due to yen depreciation and an increase in inbound tourists are also cited as factors supporting continued demand.
  10. FY2024-Q1AdvancedAnnual report

    「Against this backdrop, the number of revenue passengers during the cumulative first-quarter period reached a record high for a first-quarter cumulative period at 1,890,170, up 39.7% year on year, demonstrating a strong recovery.」

    Revenue passengers totaled 1,890,170, up 39.7% year on year, a record high for a first-quarter cumulative period.
  11. FY2023AdvancedAnnual report

    「The number of revenue passengers recovered strongly to the same level as before the COVID-19 pandemic, with the average seat load factor for the fourth quarter accounting period reaching 77.8%, up 31.2 percentage points from the same quarter of the previous year, which was heavily affected by the pandemic.」

    It is stated that passenger demand recovered to the same level as before the pandemic, with full-year recovery results showing an average seat load factor of 77.8%, up 31.2 percentage points year on year.
  12. FY2023-Q3First statedAnnual report

    「Meanwhile, passenger demand surrounding our business has been steadily increasing, supported by the widespread availability of vaccinations and the nationwide travel support program. Against this backdrop, our efforts to establish a comprehensive supply structure in preparation for the recovery in passenger demand also proved effective. We reliably captured rising passenger demand by operating all flights without reducing services due to the impact of COVID-19. The load factor for the period was 81.2%, up 16.5 percentage points from the same quarter of the previous year, when it had fallen sharply due to the pandemic, and recovered to 97.6% of the level recorded in the same quarter of 2019, before the COVID-19 pandemic, demonstrating a strong recovery.」

    Passenger demand, the load factor and the recovery to pre-pandemic levels are described with specific figures.
Moved together

"Going-concern risk related to short-term borrowings and insufficient liquidity" moved the same way as this thread, in the same document, in 6 of its 12 moves.

644332★123456
  1. ★This thread
  2. 1Going-concern risk related to short-term borrowings and insufficient liquidity6×
  3. 2Business recovery accompanied by increased passenger numbers and a return to profitability4×
  4. 3External recognition of operational quality and customer satisfaction4×
  5. 4Refinancing of short-term borrowings with long-term borrowings3×
  6. 5Maximising fleet utilisation and adding flights on high-demand routes and during peak periods3×
  7. 6Setting appropriate fare levels through revenue management2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Skymark Airlines yet. It last moved in the Results of 2026-08-07: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.