Surf Air Mobility Stock Surges 35% On First OperatorOS Commercial Deal

Surf Air Mobility (SRFM) reported a 6% reduction in direct operating costs and improvements in fuel, pilot, and labor costs. Mokulele Airlines, a subsidiary, saw a 7% revenue increase in Q2. The company secured a $19.4M Essential Air Service contract for Lanaʻi and completed an electric aircraft demo program in Hawaii. SRFM aims to improve profitability and digitize operations.

Surf Air Mobility Inc. (NYSE: SRFM) shares rose 17.82% to $0.9072 after announcing a contract with SkyDance Air for its OperatorOS software, powered by Palantir Technologies. The deal is the company's second commercial agreement for OperatorOS, aiming for five operators by 2026. Surf Air Mobility provides AI-enabled aviation software and operates commuter airlines.

Surf Air Mobility Inc. (SRFM) reported Q2 adjusted EPS loss of $0.20 per share, better than the Zacks Consensus Estimate of a $0.18 loss. Revenues were $29.51 million, up from $27.43 million year over year and 3.72% above consensus. The company’s outlook includes consensus EPS of -$0.14 next quarter and -$0.66 for the current fiscal year.

Surf Air Mobility (SRFM) shares fell 2.4% in after-hours to $0.83 after the company released Q2 2026 results and filed an SEC Form 8-K. Analysts expected a Q2 loss of about $0.17 per share versus a $0.26 loss in Q1. The stock also faces an NYSE $1.00 compliance notice from July 24, with a six-month cure period.

SURF AIR MOBILITY INC. (SRFM) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Surf Air Mobility Reports Second Quarter 2026 Financial Results, Meeting Revenue and Adjusted EBITDA Guidance Second Quarter Revenue of $29.5 Million, Driven By Over 100% Year-Over-Year Increase In Surf On Demand Private Charter Revenue, At the High End of the Guidan

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