# Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (VLRS)

> Source: Nexqual · https://nexqual.com/VLRS · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (VLRS), nexqual.com/VLRS" · informational, not investment advice.

**Price:** USD 5.69 (+0.53% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 5.66 · day 5.56–5.78 · 52w 5.54–10.8 · market cap $654M · NYQ

## Key facts
- Insider open-market sales, last ~7 months: 3 Form 4 filings, $1.1M; 3 not under a Rule 10b5-1 plan ($1.1M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.71 on a 1–5 scale) (14 analysts), mean target USD 8.81 (range 6.6–12).
- Total return with dividends: 1Y -21.2% vs S&P 500 +14.9%; 5Y -70.3% vs S&P 500 +80.3%.
- Next earnings: 2026-10-26, EPS estimate USD -0.91, revenue estimate $18.1B.

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 3 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-05-28 | Donovan William Dean | Director | 50,000 | $384K | 1.7% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-27 | Donovan William Dean | Director | 50,000 | $377K | 1.6% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-12 | Donovan William Dean | Director | 50,000 | $367K | 1.6% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Hold (mean 2.71 on a 1–5 scale), 14 analysts; mean target USD 8.81 (low 6.6, high 12).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-11 | Goldman Sachs | Maintained | Neutral | $8.6 → $7.7 |
| 2026-08-05 | UBS | Target raised | Buy | $9 → $11 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -21.2% | -70.3% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -21.3% | -21.5% |
| Volatility (annualized) | 51.5% | 53.1% |
| Max drawdown | -46.8% (Feb 2026→Oct 2026) | -81.1% (Feb 2022→Apr 2025) |

## Peers (Airlines)
RJET (Republic Airways Holdings Inc.) USD 17.19 +3.68% · JBLU (JetBlue Airways Corporation) USD 2.65 -9.56% · AZUL (Azul S.A.) USD 6 -4.15% · ULCC (Frontier Group Holdings, Inc.) USD 5.3 +5.16% · ALGT (Allegiant Travel Company) USD 70.36 +0.44% · AERO (Grupo Aeromexico, S.A.B. de C.V) USD 15.21 -0.33%

## More
Full page: https://nexqual.com/VLRS · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in VLRS's own 20-F filed 2026-04-28 (https://www.sec.gov/Archives/edgar/data/1520504/000129281426002559/vlrsform20f_2025.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | ByteDance | "on TikTok, which we primarily use for marketing, customer service and promotion." |
| Customer | Volantio | "Volantio provides us with customer support services." |
| Partner | Airbus | "over the next seven years, 117 from our purchase agreement with Airbus, including 15 of the next generation Airbus A320neo and 102 of" |
| Partner | Frontier Airlines | "2018, we signed a codeshare agreement with U.S. ULCC Frontier, which started operations on August 23, 2018." |
| Partner | Airbus and International Aero Engines | "have entered into a long-term flight hour agreement with IAE and P&W for our engine overhaul services and LHT on a power-by-hour basis" |
| Partner | MRO Commercial | "due under the agreement with MROC was US$1,817 and US$979, respectively." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $-0.91 | $-0.03 | +2542.8% | $18.07B | 5 |
| Next quarter (ends 2026-12-31) | $-1.03 | $0.15 | -792.4% | $18.25B | 6 |
| Current fiscal year (ends 2026-12-31) | $-2.77 | $-1.91 | +45.2% | $63.89B | 8 |
| Next fiscal year (ends 2027-12-31) | $-0.46 | $-0.02 | +2301.8% | $68.89B | 9 |