Jim Cramer Picks United and FedEx Over SkyWest Despite 8% Q4 Revenue Gain
Jim Cramer told a caller that he prefers United Airlines and FedEx over SkyWest when asked for stock recommendations. SkyWest posted Q4 2025 GAAP EPS of $2.21 and $1.02 billion revenue, up 8% YoY and beating estimates by $28.5 million, with full-year net income of $428 million ($10.35/share, up 33% YoY).
1. Cramer Favors United and FedEx
Jim Cramer told a caller he would buy United Airlines and FedEx instead of SkyWest, highlighting stronger growth prospects in the major carriers and potentially shifting retail investor interest away from the regional airline. This comment underscores market perception that larger logistics and passenger carriers may offer more attractive risk-reward than SkyWest.
2. SkyWest Q4 and Full-Year Results
SkyWest reported GAAP EPS of $2.21 for Q4 2025 on $1.02 billion revenue, marking an 8% year-over-year increase and beating forecasts by $28.5 million. For full-year 2025, net income reached $428 million, or $10.35 per diluted share, representing a 33% rise from the prior year, driven by higher utilization in passenger, freight and leasing operations.