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LUVSouthwest Airlines Co.

Options Analysis ReportAIR TRANSPORTATION, SCHEDULED
Market Cap $18.9B|NYSE
2026-09-11$38.69
NEUTRAL
Analysis: 2026-09-10 EOD data
1Y +22.0%YTD -6.3%7D -2.3%
5,432
30D
±11.3%
19%

LUV Options Overview

IV is elevated. Conditions favor premium sellers.

REWARDS

RISK ANALYSIS

4.2VALUESENTIMENTACTIVITYLIQUIDITYTIMING

Snowflake Analysis

Favorable conditions for premium sellers

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LUV Gamma Walls

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Value

Is IV priced right?

4.0
ExpensiveCheap

Measures whether options are cheap, fair, or rich relative to historical and peer

levels.

Risk Checks4/9 checks passed
≤35%

IV Rank 78.0% — elevated vs history

<1.05x

IV/HV 1.55x — IV premium over HV

Sector Relative≤50%

Sector percentile 90% — above sector median

<1.1x

Front/Back 0.88x — contango

<1.25x

Put/Call IV 1.16x — elevated

<80%

ATM IV 42.6% — normal range

<80%

Effective IV 68.4% (ATM 42.6% + spread 12.9% + bias) — fair

<3.0%

Total drag 18.80% (spread 12.89% + slippage 5.91%) — high friction

≥5.0

Vega efficiency 2.41 (vega 3.109 / spread 12.89%) — spread drag

Sentiment

Bullish or bearish?

3.8
BearishBullish

Analyzes

,
, and flow direction to determine market bias.

Risk ChecksBearish - Moderate signal (Conviction: -16%, Raw: -6%)
|net sentiment| ≥25%

Conviction-weighted: -16% (bearish) — Raw: -6%

≥15%

|OI skew| 17.2% — call-heavy

Same sign, |vol skew| ≥10%

Vol skew -29.9%, OI skew +17.2% — divergent (opposite)

≥2/3 conditions

0-DTE 11%, far-OTM 15%, avg DTE 30

|change| ≥3%

OI change +0.0% (5d) — stable

|weighted flow| ≥20%

ITM: -7%, ATM: -22%, OTM: -2% — bearish (ITM/ATM aligned)

Sector Relative≤40% or ≥60%

Sector P/C percentile 78% — very bearish vs sector

Activity

Unusual activity?

2.7
QuietActive

Detects volume surges,

, and unusual options activity that may signal moves.

Risk Checks1/8 checks passed
≥1.5x

Volume 0.5x avg — normal

≥15%

Vol/OI 2.2% — normal turnover

≥2 days

1 day(s) elevated — may be one-day event

≥5%

OI change -2.4% (5d) — unwinding

Sector Relative≥60%

Sector activity percentile 39% — below sector avg

≥30%

Large trade volume 31% — institutional presence

≥60%

Aggressive execution 26% — patient

≥30

Conviction -16 (bearish) — mixed

Liquidity

Can I trade efficiently?

3.6
IlliquidLiquid

Evaluates

, volume depth, and open interest for trade execution quality.

Risk Checks3/8 checks passed
≤5.0%

Spread 12.9% — wide

≥10,000

OI 248,103 — deep

≥500

Volume 5,432/day — active

≤$0.50

$0.64 to cross — expensive

≥5 strikes

0 liquid strikes — limited options

Sector Relative≤40%

Sector spread percentile 91% — much wider than sector

≥100 contracts

Depth 394.1 contracts (bid:178.8 ask:215.3) — adequate

<1.0%

Avg slippage 5.91% — poor

Timing

Is now a good time?

7.0
RiskyFavorable

Considers earnings proximity,

, and event calendar for optimal entry timing.

Risk Checks6/9 checks passed
|slope| ≥5%

Slope -11.7% — contango

<30 or >70

IV percentile 78% — seller opportunity

≥10pts kink

IV kink -2.4pts — no clear event

<0.5 or >2.0

θ/ν ratio 77.72 — favors income trades

≥3 expirations

3 liquid expirations — flexible

≥60% (safe)

caution advised: FOMC in 5d; CPI in 0d (HIGH)

<1.2 ratio

Spread ratio 1.00x — stable

≥25% strength + ≥50% consistency

Flow -16% @ 58% consistency — unclear

≥40 composite score

Score 61 (ITM 20% + inst 31%) — HIGH institutional

Directional Strategy Fit

Option Buyers
Long Calls4.3
bullishIV fair, bearish flow
Long Puts5.2
bearishIV fair, bearish flow
Premium Sellers
Cash-Secured Put4.9
bullishIV fair, bearish flow
Covered Call5.7
bearishIV fair, bearish flow

For educational purposes only. Not investment advice.

The Options Desk tracks the move options price into every US earnings report the week of Sep 7, next to how much each stock has actually moved on its past prints — plus the SPY, QQQ and IWM expected ranges and the gamma walls that box them in.

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