Other

Cumulative Cost Basis

Southwest Airlines Cumulative Cost Basis increased by 0.6% to $36.15B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 5.6%, from $34.25B to $36.15B. Over 5 years (FY 2020 to FY 2025), Cumulative Cost Basis shows an upward trend with a 5.4% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2014
Last reportedQ1 2026Apr 23, 2026

How to read this metric

Provides a stable reference point for the scale of the bank's investment activities and historical capital deployment.

Detailed definition

The cumulative cost basis represents the original purchase price or historical cost of assets or liabilities before any...

Peer comparison

Universal accounting concept used by all financial institutions to track historical investment scale.

Metric ID: cumulative_cost_basis

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$27.44B$27.55B$27.57B$27.88B$28.81B$29.84B$30.98B$31.90B$32.76B$33.46B$33.82B$34.10B$34.52B$34.86B$33.95B$34.25B$34.82B$35.28B$35.95B$36.15B
QoQ Change+0.4%+0.1%+1.1%+3.3%+3.6%+3.8%+3.0%+2.7%+2.2%+1.1%+0.8%+1.2%+1.0%-2.6%+0.9%+1.7%+1.3%+1.9%+0.6%
YoY Change+5.0%+8.3%+12.4%+14.4%+13.7%+12.2%+9.1%+6.9%+5.4%+4.2%+0.4%+0.5%+0.9%+1.2%+5.9%+5.6%
Range$27.44B$36.15B
CAGR+6.0%
Avg YoY Growth+6.6%
Median YoY Growth+5.7%
Current Streak5 quarters growth

Frequently Asked Questions

What is Southwest Airlines's cumulative cost basis?
Southwest Airlines (LUV) reported cumulative cost basis of $36.15B in Q1 2026.
How has Southwest Airlines's cumulative cost basis changed year-over-year?
Southwest Airlines's cumulative cost basis increased by 5.6% year-over-year, from $34.25B to $36.15B.
What is the long-term trend for Southwest Airlines's cumulative cost basis?
Over 5 years (2020 to 2025), Southwest Airlines's cumulative cost basis has grown at a 5.4% compound annual growth rate (CAGR), from $27.57B to $35.95B.
What does cumulative cost basis mean?
The original total cost of assets or liabilities before any accounting adjustments.