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AIR · NZX

Air New Zealand (AIR)

Transport & Infrastructure / Airlines•Covered: FY22 - HY26•8 published briefings

Air New Zealand is an NZX-listed transport & infrastructure / airlines company with FY22 - HY26 of published result briefings.

Latest briefing

HY26 · Released 26 February 2026

PBT swung to a NZ$59m loss on 1.2% revenue as capex more than doubled

A NZ$524m working-capital release flattered headline cash but could not stop net debt swinging to NZ$450m from NZ$154m of net cash a year ago.

Market data

As at close
Close price
NZD 0.46
Market cap
$1.5b
Dividend yield
2.7%

as at close, 16 June 2026. Source: yfinance.

Sections⌄
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights

Snapshot

Latest metrics

HY26, released 26 February 2026

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AIR latest metrics
MetricValueChange
Revenue$3.4b↑ +1.2%
EBITDA$347m↓ -34.3%
NPAT-$40m↓ -137.7%
Operating cash flow$213m↓ -49.8%
OCF / EBITDA %61.4%↓ -18.9pp
Net debt$450m↑ +392.2%
Net debt / EBITDA1.3x↑ +548.3%
ROE %-2.2%Outside range lowOutside range low roe. -2.2%; 3-period range 5.2% to 11.5%. ROE: -2.2%, below normal range; 3-period mean 7.7%, range 5.2%-11.5%.↓ -7.4pp
PBT-$59m↓ -138.1%
FCF pre-lease-$480m↓ -478.0%

Source: latest published briefing (HY26, released 26 February 2026). Change compares against the prior equivalent period: HY25, released 20 February 2025.

Valuation

Valuation

A compact read on what the market price implies next to the latest filing data. The numbers are a starting point for comparison, not a recommendation.

Prices as at close, 16 June 2026

Price and market cap

The latest close and share count context for the market price.

Market cap

$1.5b

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End-of-day close multiplied by current shares on issue.

Profitability multiples

How the market price compares with recent earnings and cash-flow inputs.

P/E

Not available

i

Not meaningful when recent earnings are negative.

EPS

-0.01

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Recent filing-derived earnings per share.

PEG

Not available

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Not available for this company right now.

EV/EBITDA

2.58x

i

Enterprise value compared with recent EBITDA.

P/FCF

Not available

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Not meaningful when free cash flow is negative or unavailable.

P/B

0.81x

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Market value compared with latest reported equity.

Income and fund shape

Yield and fund-style valuation where the company shape supports it.

Dividend yield

2.7%

i

Trailing dividends compared with the latest close.

Total return

Not available

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Available once dividend and adjustment data are verified.

Price history

Daily closes use the full available width, with hover and touch readouts against real observations. Expand opens the chart at reading size.

Share price

Five years of daily closes, as at close, 5 June 2026. Weekends, suspensions, and listing gaps stay as natural gaps in the time scale.

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Price vs earnings

Indexed lines compare direction from the first positive comparable filing point. The axis is an index, not dollars or cents.

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Chat

Ask about AIR

Ask follow-up questions about Air New Zealand's latest result and company history.

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Ask about AIR

Informational only. No buy, sell, hold, price-target, or personal financial advice.

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What changed in the latest result?What is unusual in the historical context?How has cash conversion changed over time?Compare this company with CNU.

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Longitudinal view

Performance over time

The latest period is shown first.

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AIR metric history
MetricHY266 MONTHS26 February 2026FY2512 MONTHS28 August 2025HY256 MONTHS20 February 2025FY2412 MONTHS29 August 2024HY246 MONTHS22 February 2024FY2312 MONTHS24 August 2023HY236 MONTHS23 February 2023FY2212 MONTHS25 August 2022Trend
Revenue$3.4b$6.8b$3.4b$6.8b$3.5b$6.3b$3.1b$2.7b
Chart
Revenue growth %1.2%0.0%Outside range lowOutside range low revenue growth. 0%; 3-period range 6.7% to 131.5%. Revenue growth: 0.0%, below normal range; 3-period mean 48.9%, range 6.7%-131.5%.-2.0%Outside range lowOutside range low revenue growth. -2%; 3-period range 1.2% to 173.6%. Revenue growth: -2.0%, below normal range; 3-period mean 62.0%, range 1.2%-173.6%.6.7%11.2%131.5%Outside range highOutside range high revenue growth. 131.5%; 3-period range 0% to 8.6%. Revenue growth: 131.5%, above normal range; 3-period mean 5.1%, range 0.0%-8.6%.173.6%Outside range highOutside range high revenue growth. 173.6%; 3-period range -2% to 11.2%. Revenue growth: 173.6%, above normal range; 3-period mean 3.5%, range -2.0%-11.2%.8.6%
Chart
  • HY25 Revenue growth %: Outside range low revenue growth. -2%; 3-period range 1.2% to 173.6%. Revenue growth: -2.0%, below normal range; 3-period mean 62.0%, range 1.2%-173.6%.
  • FY25 Revenue growth %: Outside range low revenue growth. 0%; 3-period range 6.7% to 131.5%. Revenue growth: 0.0%, below normal range; 3-period mean 48.9%, range 6.7%-131.5%.
EBITDA$347m$926m$528m$941m$548m$1.3b$664m-$4m
Chart
EBITDA margin %10.1%13.7%15.5%13.9%15.8%20.3%21.6%-0.1%
Chart
PBT-$59m$189m$155m$222m$185m$574m$299m-$810m
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PBT growth %—-14.9%-16.2%-61.3%-38.1%———
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NPAT-$40m$126m$106m$146m$129m$412m$213m-$591m
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NPAT growth %—-13.7%-17.8%-64.6%-39.4%———
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Operating cash flow$213m$940m$424m$810m$411m$1.9b$972m$550m
Chart
OCF / EBITDA %61.4%101.5%80.3%86.1%75.0%144.1%146.4%n/m
Chart
FCF pre-lease-$480m$160m$127m$19m-$47m$1.3b$685m$223m
Chart
FCF post-lease—————$937m$655m—
Chart
DPS—1.3c1.3c1.5c2.0c6.0c0.0c—
Chart
Payout ratio vs NPAT %—65.8%40.3%81.4%52.6%49.2%——
Chart
Annual payout ratio vs EPS %—65.8%—81.4%—49.2%——
Chart
ROE %-2.2%Outside range lowOutside range low roe. -2.2%; 3-period range 5.2% to 11.5%. ROE: -2.2%, below normal range; 3-period mean 7.7%, range 5.2%-11.5%.6.5%5.2%7.3%6.3%19.8%Outside range highOutside range high roe. 19.8%; 3-period range -35.2% to 7.3%. ROE: 19.8%, above normal range; 3-period mean -7.1%, range -35.2%-7.3%.11.5%Outside range highOutside range high roe. 11.5%; 3-period range -2.2% to 6.3%. ROE: 11.5%, above normal range; 3-period mean 3.1%, range -2.2%-6.3%.-35.2%Outside range lowOutside range low roe. -35.2%; 3-period range 6.5% to 19.8%. ROE: -35.2%, below normal range; 3-period mean 11.2%, range 6.5%-19.8%.
Chart
  • HY26 ROE %: Outside range low roe. -2.2%; 3-period range 5.2% to 11.5%. ROE: -2.2%, below normal range; 3-period mean 7.7%, range 5.2%-11.5%.
Net debt$450m-$159m-$154m$114m-$119m-$549m-$419m$50m
Chart
Net debt / EBITDA1.3x-0.17x-0.29x0.12x-0.22x-0.43x-0.63x-12.5x
Chart
Debtor days—0Outside range lowOutside range low debtor days. 0d; 3-period range 0d to 1d. Debtor days: 0.3 days, below normal range; 3-period mean 0.6 days, range 0.4 days-0.9 days.290260251Outside range highOutside range high debtor days. 1d; 3-period range 0d to 0d. Debtor days: 0.9 days, above normal range; 3-period mean 0.4 days, range 0.3 days-0.4 days.
Chart
  • FY25 Debtor days: Outside range low debtor days. 0d; 3-period range 0d to 1d. Debtor days: 0.3 days, below normal range; 3-period mean 0.6 days, range 0.4 days-0.9 days.
Inventory days18987137Outside range lowOutside range low inventory days. 7d; 3-period range 7d to 13d. Inventory days: 6.9 days, below normal range; 3-period mean 9.7 days, range 7.1 days-13.1 days.613Outside range highOutside range high inventory days. 13d; 3-period range 7d to 9d. Inventory days: 13.1 days, above normal range; 3-period mean 7.6 days, range 6.9 days-8.9 days.
Chart
Total assets$9.1b$8.7b$8.8b$8.5b$8.8b$9.2b$8.8b$8.4b
Chart

Reference: annolyse.ai/companies/air

Note: Figures are shown as reported. Half-year and full-year absolute values are not directly comparable. Growth rates and ratios are the meaningful comparison across mixed periods.

Filing-only history charts

These charts use verified published filing periods only. Gaps are not interpolated, and mixed half-year/full-year histories are split into separate series.

Revenue

Reported revenue across covered periods.

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Revenue growth

Like-period revenue growth where comparable.

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  • FY23 AIR FY: Outside range high revenue growth. 131.5%; 3-period range 0% to 8.6%. Revenue growth: 131.5%, above normal range; 3-period mean 5.1%, range 0.0%-8.6%.
  • FY25 AIR FY: Outside range low revenue growth. 0%; 3-period range 6.7% to 131.5%. Revenue growth: 0.0%, below normal range; 3-period mean 48.9%, range 6.7%-131.5%.
  • HY23 AIR HY: Outside range high revenue growth. 173.6%; 3-period range -2% to 11.2%. Revenue growth: 173.6%, above normal range; 3-period mean 3.5%, range -2.0%-11.2%.
  • HY25 AIR HY: Outside range low revenue growth. -2%; 3-period range 1.2% to 173.6%. Revenue growth: -2.0%, below normal range; 3-period mean 62.0%, range 1.2%-173.6%.

EBITDA-equivalent

Company-specific earnings measure where disclosed.

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EBITDA margin

EBITDA-equivalent margin where revenue and earnings are source-backed.

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NPAT

Statutory profit after tax.

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Operating cash flow

Cash generated from operations.

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Full chartable metric set

Additional verified filing metrics for this company. Each point links back to a published briefing period in the source data contract.

OCF / EBITDA

Cash conversion against earnings.

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FCF pre-lease

Operating cash flow less capex before leases.

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FCF post-lease

Free cash flow after lease payments where available.

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ROE

Return on equity.

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  • FY22 AIR FY: Outside range low roe. -35.2%; 3-period range 6.5% to 19.8%. ROE: -35.2%, below normal range; 3-period mean 11.2%, range 6.5%-19.8%.
  • FY23 AIR FY: Outside range high roe. 19.8%; 3-period range -35.2% to 7.3%. ROE: 19.8%, above normal range; 3-period mean -7.1%, range -35.2%-7.3%.
  • HY23 AIR HY: Outside range high roe. 11.5%; 3-period range -2.2% to 6.3%. ROE: 11.5%, above normal range; 3-period mean 3.1%, range -2.2%-6.3%.
  • HY26 AIR HY: Outside range low roe. -2.2%; 3-period range 5.2% to 11.5%. ROE: -2.2%, below normal range; 3-period mean 7.7%, range 5.2%-11.5%.

Net debt

Borrowings less cash; negative values indicate net cash.

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Net debt / EBITDA

Leverage ratio, suppressed where earnings are not meaningful.

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DPS

Dividend per share declared for the period.

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Payout ratio

Dividend payout against statutory NPAT.

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Debtor days

Receivables days where the working-capital inputs are source-backed.

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  • FY22 AIR FY: Outside range high debtor days. 1d; 3-period range 0d to 0d. Debtor days: 0.9 days, above normal range; 3-period mean 0.4 days, range 0.3 days-0.4 days.
  • FY25 AIR FY: Outside range low debtor days. 0d; 3-period range 0d to 1d. Debtor days: 0.3 days, below normal range; 3-period mean 0.6 days, range 0.4 days-0.9 days.

Inventory days

Inventory days where the working-capital inputs are source-backed.

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  • FY22 AIR FY: Outside range high inventory days. 13d; 3-period range 7d to 9d. Inventory days: 13.1 days, above normal range; 3-period mean 7.6 days, range 6.9 days-8.9 days.
  • FY23 AIR FY: Outside range low inventory days. 7d; 3-period range 7d to 13d. Inventory days: 6.9 days, below normal range; 3-period mean 9.7 days, range 7.1 days-13.1 days.

Operating working-capital movement

Per-period working-capital absorption or release, from the same published history. Positive values are working-capital build; negative values are release.

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  • FY22 AIR: Outside range low operating working-capital movement. $6m; 3-period range $12m to $33m. Operating working-capital movement: NZ$6.0m, below normal range; 3/3 prior periods had builds averaging NZ$22.0m, and none had a working-capital release.
  • HY23 AIR: Outside range high operating working-capital movement. $150m; 3-period range $-524m to $97m. Operating working-capital movement: NZ$150.0m, above normal range; 2/3 prior periods had builds averaging NZ$78.0m, and 1 had releases averaging NZ$-524.0m.
  • FY25 AIR: Outside range high operating working-capital movement. $33m; 3-period range $6m to $21m. Operating working-capital movement: NZ$33.0m, above normal range; 3/3 prior periods had builds averaging NZ$13.0m, and none had a working-capital release.
  • HY26 AIR: Outside range low operating working-capital movement. $-524m; 3-period range $59m to $150m. Operating working-capital movement: NZ$-524.0m, below normal range; 3/3 prior periods had builds averaging NZ$102.0m, and none had a working-capital release.

The setup & the reality

FY25 → HY26 Follow-through

The latest result is checked against what the prior briefing said to watch.

Current result now available

HY26 · Released 26 February 2026

PBT swung to a NZ$59m loss on 1.2% revenue as capex more than doubled

A NZ$524m working-capital release flattered headline cash but could not stop net debt swinging to NZ$450m from NZ$154m of net cash a year ago.

Read latest briefing→

Historical setup

What FY25 said to watch

From PBT fell 14.9% on flat revenue as working-capital build doubled the historical

No formal FY26 earnings target is publicly disclosed in this release, so forward assessment relies on the operating shape commentary. Management noted that the grounded-aircraft position is expected to improve slowly, and that international demand trends remain strong. The airline stated that FY25 NPAT of NZ$126m was within the guidance range provided to the market in April 2025.

The sharp first-half/second-half NPAT skew (84%/16%) sets a difficult base for HY26 unless capacity recovers. Pricing pressure in the domestic market tied to the New Zealand CPI, combined with a persistent inventory build, means cash generation could remain below potential even if NPAT stabilises. This briefing does not have access to fleet reinstatement timing or hedging positions that would resolve the forward earnings range.

Open questions

Open questions from FY25

  • What is the current grounded-aircraft count and the specific timeline for reinstatement, given that management's "slow improvement" language is not quantified?
  • Why did inventories increase NZ$34m (26%) and is this build expected to unwind in FY26 as capacity recovers, or does it reflect structural spare-parts and maintenance stockpiling?
  • How does management expect to address the domestic pricing pressure tied to the New Zealand CPI, and does it have contractual mechanisms to recover costs that are rising faster than fares?
  • Is the full-year dividend of 2.5 cents per share — representing a 65.8% payout against NPAT — a sustainable policy given the second-half earnings compression and ongoing capex commitments at 11.5% of revenue?
  • Will the FY26 first-half result be materially weaker on a like-for-like basis given that HY25 carried the bulk of FY25 earnings?

This briefing cannot assess fleet reinstatement schedules, maintenance contract terms, fuel hedge positions, or the specific route economics driving the second-half earnings collapse.

Archive

Briefing archive

Every published Annolyse briefing for this company appears here in reverse chronological order.

HY26 · Released 26 February 2026

PBT swung to a NZ$59m loss on 1.2% revenue as capex more than doubled

A NZ$524m working-capital release flattered headline cash but could not stop net debt swinging to NZ$450m from NZ$154m of net cash a year ago.

Read briefing→

FY25 · Released 28 August 2025

PBT fell 14.9% on flat revenue as working-capital build doubled the historical

Air New Zealand earned flat revenue of NZ$6.8b but PBT declined 14.9% to NZ$189m, with a NZ$33m working-capital build nearly 2.5 times the historical

Read briefing→

HY25 · Released 20 February 2025

Engine grounding drives 17.8% NPAT slide; dividend cut 37.5%

NPAT fell to NZ$106.0m at the top of guidance, but with up to 11 aircraft grounded at times in 2H25 the dividend was reset.

Read briefing→

FY24 · Released 29 August 2024

Pre-lease FCF collapsed to NZ$19m as capex rose 31% and OCF halved

NPAT stepped down off the FY23 reopening peak, but the cash squeeze leaves an 81.4% NPAT payout uncovered by free cash flow.

Read briefing→

HY24 · Released 22 February 2024

PBT fell 38.1% and capex rose 59.6%, turning FCF negative

Revenue grew 11.2% but earnings normalised from the post-reopening peak as a 2.0cps dividend was declared against negative free cash.

Read briefing→

FY23 · Released 24 August 2023

Revenue +131.5% drove swing to NZ$412m NPAT and NZ$549m net cash

Pre-lease free cash flow of NZ$1.25b ran nine times the historical baseline as capex stepped up 84% to fund the next fleet and digital cycle.

Read briefing→

HY23 · Released 23 February 2023

First post-COVID profit: NZ$299m PBT and net cash position restored

Revenue tripled to NZ$3.1b drove NZ$972m of operating cash flow and a net cash position, against a COVID-trough HY22 comparable.

Read briefing→

FY22 · Released 25 August 2022

PBT loss widened 97% to -$810m as recap cut net debt to $50m

Operating revenue grew 8.6% but fuel costs and pandemic capacity restrictions deepened the loss, while equity issuance transformed the balance sheet.

Read briefing→

Related insights

Compare this company

The latest AIR metrics also appear in these cross-company views.

Insight

Cash conversion quality

This result converted 61.4% of EBITDA to operating cash flow.

Open insight→

Insight

Leverage and balance-sheet risk

Net debt / EBITDA is 1.30x for this result.

Open insight→

Insight

Earnings quality and statutory distortions

This result includes a statutory earnings-quality distortion flag.

Open insight→

Insight

ROE and capital efficiency

ROE was -2.2%, -7.4pp versus the prior comparable period.

Open insight→

Get notified when AIR publishes

Get the next Air New Zealand result briefing and five-year history updates by email.