Non-Current Assets
Total investments
Southwest Airlines Total investments decreased by 23.9% to $348.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 1.1%, from $352.00M to $348.00M. Over 3 years (FY 2022 to FY 2025), Total investments shows an upward trend with a 24.8% CAGR.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2022
Last reportedQ1 2026Apr 23, 2026
How to read this metric
Growth in total investments often reflects the deployment of excess liquidity, while a decline may signal asset liquidation to fund loan growth or meet liquidity needs.
Detailed definition
The aggregate book value of all investment assets held by the bank, including debt securities, equity securities, and ot...
Peer comparison
A core metric for all banks; peers typically report this as part of the investment securities portfolio.
Metric ID:
fin_total_investmentsHistorical Data
14 periods
| Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $235.00M | $236.00M | $255.00M | $249.00M | $280.00M | $286.00M | $302.00M | $354.00M | $367.00M | $352.00M | $394.00M | $433.00M | $457.00M | $348.00M |
| QoQ Change | — | +0.4% | +8.1% | -2.4% | +12.4% | +2.1% | +5.6% | +17.2% | +3.7% | -4.1% | +11.9% | +9.9% | +5.5% | -23.9% |
| YoY Change | — | — | — | — | +19.1% | +21.2% | +18.4% | +42.2% | +31.1% | +23.1% | +30.5% | +22.3% | +24.5% | -1.1% |
Range$235.00M – $457.00M
CAGR+12.8%
Avg YoY Growth+23.1%
Median YoY Growth+22.7%
Total investments at Other Companies
Frequently Asked Questions
- What is Southwest Airlines's total investments?
- Southwest Airlines (LUV) reported total investments of $348.00M in Q1 2026.
- How has Southwest Airlines's total investments changed year-over-year?
- Southwest Airlines's total investments decreased by 1.1% year-over-year, from $352.00M to $348.00M.
- What is the long-term trend for Southwest Airlines's total investments?
- Over 3 years (2022 to 2025), Southwest Airlines's total investments has grown at a 24.8% compound annual growth rate (CAGR), from $235.00M to $457.00M.
- What does total investments mean?
- The total value of all investment assets held by the bank.