Earnings summaries and quarterly performance for American Airlines Group.
Executive leadership at American Airlines Group.
Robert Isom
Chief Executive Officer and President
Bruce Wark
Interim Chief Legal Officer
David Seymour
Executive Vice President and Chief Operating Officer
Devon May
Executive Vice President and Chief Financial Officer
Steve Johnson
Vice Chair and Chief Strategy Officer
Board of directors at American Airlines Group.
Adriane Brown
Director
Denise O’Leary
Director
Doug Steenland
Director
Greg Smith
Independent Chairman of the Board
Howard Ungerleider
Director
John Cahill
Director
Katie Farmer
Director
Marty Nesbitt
Director
Matt Hart
Director
Sue Kronick
Director
Vicente Reynal
Director
Research analysts who have asked questions during American Airlines Group earnings calls.
Conor Cunningham
Melius Research
8 questions for AAL
Jamie Baker
JPMorgan Chase & Co.
8 questions for AAL
Michael Linenberg
Deutsche Bank
7 questions for AAL
Scott Group
Wolfe Research
7 questions for AAL
Catherine O'Brien
Goldman Sachs
6 questions for AAL
Duane Pfennigwerth
Evercore ISI
6 questions for AAL
Atul Maheswari
UBS Group
4 questions for AAL
David Vernon
Sanford C. Bernstein & Co., LLC
4 questions for AAL
Andrew Didora
Bank of America
3 questions for AAL
Savanthi Syth
Raymond James
3 questions for AAL
Thomas Fitzgerald
TD Cowen
3 questions for AAL
Christopher Stathoulopoulos
Susquehanna Financial Group
2 questions for AAL
Dan McKenzie
Seaport Global
2 questions for AAL
John Godyn
Citigroup
2 questions for AAL
Ravi Shanker
Morgan Stanley
2 questions for AAL
Savi Syth
Raymond James
2 questions for AAL
Sheila Kahyaoglu
Jefferies
2 questions for AAL
Stephen Trent
Citigroup Inc.
2 questions for AAL
Atul Maheshwari
UBS Group AG
1 question for AAL
Brandon Oglenski
Barclays
1 question for AAL
Catie O’Brien
Goldman Sachs
1 question for AAL
Daniel McKenzie
Seaport Global Securities
1 question for AAL
Shannon Doherty
Deutsche Bank
1 question for AAL
Recent press releases and 8-K filings for AAL.
- Getlink SE reported revenue of €1,595 million in 2025, a 1% decrease, with Eurotunnel and Europorte revenue up, while Eleclink revenue was down 20%.
- The Group's EBITDA reached €859 million in 2025, marking a 4% increase compared to 2024, and exceeded the top end of its guidance.
- Consolidated net profit for 2025 was €320 million, representing a 3% increase over 2024.
- A dividend of €0.80 per share has been proposed for 2025, which is an increase from €0.58 per share in 2024.
- Getlink SE anticipates its EBITDA target for 2026 to be higher than the restated 2025 EBITDA of €822 million.
- Travala, a crypto-native travel booking service, launched its global car rentals vertical, expanding its offerings to include 50,000+ car rental locations across more than 150 countries through a strategic partnership with CarTrawler.
- This expansion follows a landmark 2025, during which Travala's range of travel products propelled annual gross revenue to over US$113 million.
- The company aims to be a "one-stop shop" for crypto travelers, having diversified its offerings from hotels to flights, activities, and now ground transport.
- Vertical Aerospace is accelerating its commercial roadmap in Japan, partnering with Marubeni Corporation to develop an Advanced Air Mobility (AAM) route network for electric air taxi services.
- Piloted demonstration flights for the Valo eVTOL aircraft in the Osaka Bay area are targeted for 2026.
- Marubeni has made pre-delivery payments for the first 25 of its 200 conditional pre-ordered Valo aircraft, reflecting growing commercial commitment.
- The Japan Civil Aviation Bureau (JCAB) accepted Vertical's type validation application in 2023, with type certification by the UK Civil Aviation Authority (CAA) targeted for 2028.
- American Airlines expects a full-year 2026 adjusted earnings per diluted share of approximately $1.70-$2.70, with a projected Q1 2026 adjusted loss per diluted share of $0.10-$0.50, which includes an estimated $150 million-$200 million revenue impact from Winter Storm Fern.
- The company anticipates generating more than $2 billion in free cash flow for 2026 and expects to reduce total debt to below $35 billion by year-end 2026, a year ahead of its 2027 target.
- For Q1 2026, capacity is projected to be up 3%-5% year-over-year, while revenue is expected to increase between 7% and 10% year-over-year. Full-year 2026 capacity is expected to be around mid-single digits.
- Strategic initiatives include expanding premium seating, with lie-flat seats expected to increase by over 50% by 2030, and the new 10-year co-branded credit card partnership with Citi, which began January 1st.
- American Airlines expects a Q1 2026 adjusted loss per diluted share between $0.10 and $0.50, and a full-year 2026 adjusted earnings per diluted share of $1.70-$2.70.
- The company anticipates Q1 2026 revenue to be up 7%-10% year-over-year, including an estimated $150-$200 million impact from Winter Storm Fern, which also contributed to a projected 3%-5% year-over-year capacity increase for the quarter.
- American Airlines reduced total debt by $2.1 billion in 2025, bringing total debt to $36.5 billion, and expects to reach its 2027 goal of total debt below $35 billion a year early in 2026, with over $2 billion in free cash flow generation for the full year.
- Strategic initiatives include expanding premium offerings, such as the new Flagship Suite product and lounges, enhancing the DFW hub with a new 13-bank structure and Terminal F, and strengthening the AAdvantage loyalty program through a new 10-year co-branded credit card partnership with Citi.
- American Airlines reported record fourth-quarter revenue of $14.0 billion and record full-year revenue of $54.6 billion for 2025. Adjusted diluted earnings per share were $0.16 for Q4 2025 and $0.36 for full-year 2025.
- The company reduced total debt by $2.1 billion in 2025, bringing the total debt to $36.5 billion at year-end 2025. It anticipates further deleveraging, expecting total debt to be below $35 billion in 2026.
- While free cash flow for 2025 was $(83) million , American Airlines expects to generate over $2 billion of free cash flow in 2026. For full-year 2026, adjusted earnings per diluted share are projected to be between $1.70 and $2.70.
- The company estimates that Winter Storm Fern will negatively impact Q1 2026 revenue by between $150 million to $200 million, leading to an adjusted loss per diluted share of approximately ($0.10) to ($0.50) for the quarter.
- Strategic initiatives include enhancing customer experience with new premium Flagship Suite® and free Wi-Fi, expanding the international-capable fleet, and strengthening loyalty through a new 10-year exclusive Citi agreement and partnerships with FIFA and PGA of America.
- American Airlines reported Q4 2025 adjusted earnings per share of $0.16 and full-year adjusted EPS of $0.36, which were below guidance primarily due to a $325 million revenue impact from a government shutdown.
- For Q1 2026, the company forecasts an adjusted loss per diluted share of $0.10 to $0.50, with revenue expected to increase 7% to 10% year-over-year and capacity up 3% to 5%. These Q1 figures include an estimated $150-$200 million revenue impact from Winter Storm Fern.
- Full-year 2026 adjusted earnings per diluted share are projected to be $1.70 to $2.70, with anticipated free cash flow generation of more than $2 billion and capital expenditures between $4 billion and $4.5 billion.
- The company reduced total debt by $2.1 billion in 2025 to $36.5 billion and expects to achieve its 2027 debt target of below $35 billion a year early in 2026.
- Strategic focus areas include expanding premium offerings, with lie-flat seats projected to increase over 50% by 2030, and transforming DFW into the world's largest single-carrier hub.
- American Airlines forecasts 2026 adjusted earnings of $1.70–$2.70 per share, exceeding analyst expectations, driven by a recovery in corporate travel and strong demand for high-margin premium services.
- The airline anticipates first-quarter revenue growth of 7–10% and expects to generate more than $2 billion in free cash flow for 2026.
- For 2025, the company reported a fourth-quarter net income of $99 million (or $0.15 per diluted share) and a full-year net income of $111 million (or $0.17 per diluted share), having also trimmed $2.1 billion of debt.
- Winter Storm Fern is projected to cost the airline $150–$200 million in the current quarter due to over 9,000 flight cancellations.
- American Airlines Group Inc. reported record fourth-quarter 2025 revenue of $14.0 billion and record full-year 2025 revenue of $54.6 billion.
- For full-year 2025, GAAP net income was $111 million or $0.17 per diluted share, and adjusted net income (excluding special items) was $237 million or $0.36 per diluted share.
- The company reduced its total debt by $2.1 billion in 2025, ending the year with $36.5 billion in total debt.
- American Airlines anticipates full-year 2026 adjusted EPS to be between $1.70 and $2.70 and expects free cash flow of more than $2 billion.
- The company's fourth-quarter 2025 revenue was negatively impacted by approximately $325 million due to a government shutdown, and its Q1 2026 guidance includes an estimated $150-$200 million negative revenue impact from Winter Storm Fern.
- American Airlines Group reported record full-year 2025 revenue of $54.6 billion and GAAP net income of $111 million, or $0.17 per diluted share.
- Excluding net special items, full-year 2025 net income was $237 million, or $0.36 per diluted share.
- The company reduced its total debt by $2.1 billion in 2025, ending the year with $36.5 billion in total debt.
- For full-year 2026, American Airlines expects adjusted EPS to be between $1.70 and $2.70 and free cash flow of more than $2 billion.
- Fourth-quarter 2025 revenue was negatively impacted by approximately $325 million due to a government shutdown, while first-quarter 2026 guidance incorporates a $150-$200 million negative revenue impact from Winter Storm Fern.
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Quarterly earnings call transcripts for American Airlines Group.
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