Sabre Corp

Sabre Corp

SABR

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Market Cap$23.63B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Sabre CorpSabre Corp1.4-30%0.3-4.2

Earnings Call Q1 2026

May 7, 2026 - AI Summary

Q1 performance strong; profitability beat and bookings momentum - Revenue +$760m (+8% YoY), exceeding prior guidance (mid-single-digit expected). - Normalized adjusted EBITDA: $169m (+21% YoY) with margin up 235 bps to 22.2%. - Air distribution bookings +6% YoY, reported as the highest growth rate in >2 years, and outpacing industry by ~500–600 bps (not just a market tailwind story). - Marketplace/Distribution was the main driver: total marketplace bookings +5% YoY; average booking fee/mix helped margins. - Notable business metrics: hotel distribution bookings >$11m ( >+5% YoY), Lodging Expansion: 13th consecutive quarter of YoY revenue growth, and payments growth strong (payments revenue >+25% YoY; gross spend nearly $6b, >+40% YoY).
Forecast reset slightly lower for 2026 due to macro/geopolitical; guidance largely reiterated - CEO updated full-year outlook: air distribution bookings and revenue now expected to grow “low to mid-single-digit” (slightly more modest pace than previously expected). - Key assumption: Middle East conflict subsides during Q2, with fuel prices gradually normalizing through summer/fall; as a result: - Q2 bookings ~near flat YoY - Improvement in H2, with conditions more “normalized” by Q4 - CFO reiterated full-year pro forma adjusted EBITDA ~ $585m and free cash flow ~ -$70m (same as February guidance).
Free cash flow is the main negative: large outflow despite strong earnings - FCF was -$155m in Q1 vs - $81m in Q1 2025. - Main drags called out: - +$67m interest payments in Q1 2026 - +$19m severance related to the inflation offset program - +$4m additional CapEx - Some working-capital timing - Offset/implication: CFO said if not for restructuring costs, FCF would be near break-even in 2026, but reported guidance still expects ~ -$70m largely driven by those restructuring costs.

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Target Price by Analysts

8.7% upsideSabre Target Price DetailsTarget Price
$2.69

Current Fair Value

46.1% upside

Undervalued by 46.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$23.63 Billion
Enterprise Value$27.29 Billion
Dividend Yield$- (-)
Earnings per Share$1.34
Beta1.02
Outstanding Shares395,154,000

Return

Return on Equity29.93%ROE
Return on Assets-7.19%
Return on Invested Capital9.09%

Valuation & Multiples

P/E Ratio1.4P/E Ratio
PEG-1.39PEG
Price to Sales0.26Price to Sales
Price to Book Ratio-0.61Price to Book Ratio
Enterprise Value to Revenue9.65
Enterprise Value to EBIT96.58
Enterprise Value to Net Income-88
Total Debt to Enterprise0.16
Debt to Equity-4.15Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$-0.05
Average shareholder expectation
Revenue Estimate
$739.02 M
Average shareholder expectation

Next Earnings Call

Expected Date
August 6, 2026
EPS Estimate
$-0.06
Average shareholder expectation
Revenue Estimate
$701.91 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3379▼ 12.82%
Total Calls7,309,200▼ 5.54%
Total Puts2,470,000▼ 31.53%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %87.58%▼ 4.77%
Total Invested$500.92M▲ 1.81%
Investors Holding257▼ 13.00%

ESG Score

No data

About Sabre Corp

7,531 employees
CEO: Sean Menke

Relevant Senate Committees

Joint Committee on Taxation

This committee plays a critical role in shaping tax legislation by providing official revenue estimates, which directly impacts Sabre's corporate tax burden, financial planning, and capital investment incentives.

Finance

This committee's control over taxation and trade policy directly impacts Sabre's corporate profitability, global operational costs, and the overall economic environment in which its international clients operate.

Judiciary

This committee's oversight of antitrust laws (relevant for concentrated tech markets like GDS) and intellectual property rights (critical for a software company) provides direct regulatory influence over Sabre's operations and competitive landscape.

Commerce, Science, and Transportation

Sabre is a technology company operating extensively in interstate commerce. This committee's jurisdiction over data privacy, telecommunications, and regulatory bodies like the FTC (consumer protection, data handling) and FAA (impacting airline clients) directly impacts its business model.