showing the working

← Southwest Airlines

The business behind the dividend

MeasureLUVMedianFormula
Return on equity5.5%10.6%Net income ÷ shareholders’ equity
Return on capital employed3.3%10.0%Operating income ÷ (equity + total debt)
Owner earnings$-672.00m$120.90mNet income + depreciation & amortisation − capital expenditure
Free cash flow$-831.00m$155.08mOperating cash flow − capital expenditure
Operating margin1.5%14.3%Operating income ÷ revenue
Net margin1.6%10.1%Net income ÷ revenue
Debt to equity0.62x0.73xTotal debt ÷ shareholders’ equity
Interest cover2.56x4.22xOperating income ÷ interest expense
Current ratio0.52x1.55xCurrent assets ÷ current liabilities
Long-term debt to working capitalLong-term debt ÷ (current assets − current liabilities)
Cash conversion4.18x1.66xOperating cash flow ÷ net income
Accruals-4.8%-3.1%(Net income − operating cash flow) ÷ total assets

Not computed here: Long-term debt to working capital — why a blank is not a zero.

Ten years of it

The same measures, for every year the filings support. One year is a fact; a row is a business.

Measure2025202420232022202120202019201820172016Median
Return on equity5.5%4.5%4.4%5.0%9.4%-34.6%23.4%25.0%34.8%28.0%5.5%
Return on capital employed3.3%1.9%1.2%5.4%8.3%-20.1%25.3%25.4%26.3%33.2%5.4%
Operating margin1.5%1.2%0.9%4.3%10.9%-42.2%13.2%14.6%16.1%17.4%4.3%
Net margin1.6%1.7%1.8%2.3%6.2%-34.0%10.3%11.2%15.9%10.8%2.3%
Debt to equity0.62x0.65x0.76x0.76x0.99x1.14x0.19x0.28x0.34x0.36x0.62x
Current ratio0.52x0.92x1.14x1.43x1.97x2.02x0.67x0.64x0.70x0.66x0.70x
Cash conversion4.18x0.99x6.80x7.03x2.38x1.73x1.98x1.17x1.97x1.98x