Every material Form 8-K Frontier Group Holdings, Inc. has filed with the SEC since August 31, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Frontier Group Holdings appointed Michael Delehant, formerly Group Managing Director at Wizz Air, as Executive Vice President and Chief Operating Officer, effective November 30, 2026. The company also said two senior vice presidents, Trevor Stedke and Alexandre Clerc, will leave effective November 13, 2026, and that James Fenner was promoted to Senior Vice President and Chief Revenue Officer. The filing discloses no financial results, so the changes are operational and leadership changes.
Michael Delehant, age 55, starts November 30, 2026, with a $575,000 base salary and a 90% target bonus, pro-rated for 2026
Delehant's employment letter includes a $1,000,000 restricted stock unit award and a relocation reimbursement of up to $150,000
Trevor Stedke (Senior Vice President, Operations) and Alexandre Clerc (Senior Vice President, Customers) are terminated without Cause, effective November 13, 2026
James Fenner was promoted to Senior Vice President and Chief Revenue Officer; Bobby Schroeter moves to Senior Vice President and Chief Marketing Officer
Frontier Group reported third-quarter 2026 revenue of $1.355 billion, up 53% from a year earlier, with revenue per seat mile up 30%. It posted a GAAP net loss of $104 million, or $0.45 per share, compared with a $77 million loss a year earlier, after $143 million of pre-tax special charges; adjusted net income was $40 million, or $0.18 per diluted share. Fourth-quarter 2026 adjusted EPS is guided to a range of $(0.15) to $0.05, with fuel at an estimated $4.75 per gallon.
Q3 2026 total operating revenues were $1.355 billion, up from $886 million; RASM rose 30% to 11.87 cents.
GAAP net loss was $104 million; adjusted net income was $40 million, or $0.18 per diluted share.
Special charges of $143 million pre-tax in the quarter include $134 million from a Second Early Return Agreement for 13 A320neo leases.
Total liquidity was $1.18 billion as of September 30, 2026; Q4 2026 adjusted EPS guidance is $(0.15) to $0.05.
Frontier Airlines, a subsidiary of Frontier Group Holdings, agreed on August 25, 2026 to end leases on 13 A320neo aircraft roughly six to seven years early, with the aircraft returned in the second half of 2026. The company expects about $260 million lower operating lease assets and liabilities, plus charges of $60 million to $80 million (non-cash) and $90 million to $120 million (cash), which will weigh on reported results in 2026 and beyond.
Early Return Agreement dated August 25, 2026 covers 13 A320neo aircraft currently in operation, to be returned in the second half of 2026.
Expected reduction of about $260 million in both operating lease right-of-use assets and operating lease liabilities.
Non-cash charges of $60 million to $80 million and cash charges of $90 million to $120 million, mostly recognized in Q3 and Q4 2026; most cash to be settled in 2028 and 2029.
On August 29, 2026, Frontier agreed with AerCap Holdings N.V. to direct lease 10 A321neo aircraft, with deliveries expected from Q4 2026 to Q1 2027.
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