Azul Sa's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Azul Sa (AZUL) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Azul Sa vs Its Competitors
- TTM: Trailing 12-month revenue of 4,112M vs -M combined for tracked competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
- Peer revenue share: Azul Sa accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
AZUL Sales vs. its Competitors, Q4 2025
Azul Sa generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
For context: the Airline industry grew revenue 10.3% year over year, combined, vs 10.8% for Azul Sa. Azul Sa's share of combined industry revenue moved from 3.02% to 3.03%, a gain of 0.02 percentage points.
Azul Sa's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Azul Sa | Yes | Yes | Yes | No |
| High-Confidence Competitors (4) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 50.00 % (4 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
AZUL Stock Performance relative to its Competitors
AZUL Stock Performance relative to High-Confidence Competitors
AZUL Stock Performance relative to Similar Growth & Profitability Competitors
Azul Sa's Comment on Competition and Industry Peers
Azul Sa's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Copa Holdings S a | Named by the company | 85% |
| LATAM | Named by the company | 85% |
| Calfinco | Named by the company | 85% |
| Controladora Vuela Compania De Aviacion S a b De C v | Named by the company | 85% |
| TRIP | Named by the company | 85% |
| Gol | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Azul Sa's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.