Surf Air Mobility Narrows 2026 EBITDA Loss Forecast on Software Efficiencies

Surf Air Mobility Inc. (SRFM) announced a significant revision to its fiscal 2026 financial outlook on Monday, narrowing its projected adjusted EBITDA losses. The adjustment comes as the aviation firm leverages its proprietary SurfOS platform and a strategic partnership with Palantir to optimize operational costs and deployment speed. The company now expects an adjusted EBITDA loss between $25 million and $30 million for the 2026 fiscal year. This represents a notable improvement over the previous guidance, which projected losses ranging from $40 million to $50 million, effectively reducing the projected loss by approximately 40%. Despite the focus on cost-cutting, the company reaffirmed its annual revenue guidance of $128 million to $138 million. This target represents a year-over-year growth rate of 20% to 30%, signaling that the company expects to maintain its expansion trajectory while improving its bottom line. CEO Deanna White noted that the integration of SurfOS is driving measurable efficiency across operations. According to White, the ability to lower the cost of deploying the software and accelerate its optimization capabilities is the primary driver behind the revised EBITDA outlook.