American Airlines Group Inc (CH:AAL)

NASDAQ:AAL

AAL

American Airlines

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American Airlines (AAL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 16, 2026

TBA (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

-0.02

Last Year’s EPS

0.77

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 15 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 23, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong commercial momentum — double‑digit revenue growth, robust premium and corporate demand, record loyalty and card metrics, margin improvement, and tangible balance sheet progress — but was tempered by a large, industry‑wide fuel headwind (>$4B YoY), storm impacts (~$320M), and near‑term cost and capacity pressures. Management provided constructive guidance (Q2 revenue growth ~13.5%–16.5%, Q2 EPS -$0.20 to +$0.20; full‑year midpoint EPS $0.35) and emphasized levers to recapture fuel costs through fares and capacity discipline while highlighting ongoing operational and product investments.

Company Guidance

American's guidance and results were wide-ranging: Q1 revenue grew 10.8% (including nine record revenue‑intake weeks) but reported an adjusted loss per diluted share of $0.40 (ex‑special items), with pretax margin up ~2 points YoY despite a $320M storm revenue hit and a $400M incremental fuel cost versus the January curve; domestic PRASM rose 6.6% and unit cost ex‑specials, fuel and profit sharing was up 5.2% (Q1 CASM‑ex was pressured ~2 points by storms). For Q2 they expect revenue growth roughly 13.5%–16.5% (management often cites ~15%), domestic unit revenue >10%, Atlantic unit revenue strength to continue, capacity about 1 point below initial plans, CASM‑ex up 2%–4% YoY, fuel of ~$4/gal (Apr. 20 curve), and adjusted EPS between a loss of $0.20 and a profit of $0.20; for the full year the midpoint of guidance is $0.35/share (≈flat to 2025) with management expecting to be profitable in 2026 assuming the forward fuel curve, even with fuel expense up over $4B YoY. They also reiterated operational and balance‑sheet metrics: 49 aircraft deliveries this year (vs. 55 prior), CapEx ≈ $4B (down ≈$300M), nearly $11B available liquidity, >$27B unencumbered assets/first‑lien capacity, total debt $34.7B (down $1.8B in the quarter), and over $200M of incremental savings in 2026 (≈$1B total annual operating savings to date); loyalty and premium metrics included AAdvantage enrollments +25% YoY and co‑brand card spend +9%, with paid business/premium‑economy loads ~10 points higher vs. 2019.

Strong Top-Line Growth

Total revenue grew 10.8% year-over-year in Q1 with the company recording the 9 highest weekly revenue intake weeks in its history; Q2 revenue is expected to grow approximately 13.5%–16.5% (company cited ~15% guidance).

Geographic and Product Revenue Strength

Atlantic unit revenue up 16.7% YoY (London up 25%), Pacific unit revenue up 7.8% YoY, and domestic PRASM increased 6.6% YoY in Q1; international entities generally exceeded expectations.

Premium Demand and Mix Improvement

Paid load factors in business and premium economy are at the highest levels in company history (premium cabins ~10 points higher vs 2019); premium unit revenue grew ~7 points more than Main Cabin.

Corporate and Loyalty Momentum

Managed corporate revenue increased 13% YoY; co-branded card spend rose 9% YoY; AAdvantage enrollments were up 25% YoY with record card acquisitions in Q1.

Margin and Profitability Outlook

Pretax margin improved approximately 2 points YoY in Q1; management expects to be profitable in 2026 assuming the current forward fuel curve, and full‑year midpoint EPS guidance of $0.35 (~flat to 2025) despite a >$4B YoY fuel headwind.

Cost Transformation and Savings

Ongoing reengineering efforts expected to deliver >$200M incremental savings in 2026 and approximately $1B of total annual operating savings since the program began.

Balance Sheet and Liquidity Strength

Nearly $11B of available liquidity at quarter end, more than $27B in unencumbered assets / first lien borrowing capacity, and total debt reduced to $34.7B (down $1.8B in the quarter) — first time debt < $35B since mid‑2015.

Operational and Product Investments Paying Off

DFW rebanking (13 bank structure) has shown early improvements in connection rates and NPS; investments in flagship suite expansions, new/renewed lounges (12 announced), expanded premium seats and complimentary high-speed satellite WiFi are driving customer experience gains.

Fleet & CapEx Discipline

Deliveries updated to 49 aircraft in 2026 (down from 55) to reduce CapEx by nearly $300M; total CapEx guidance ~ $4B for the year while maintaining strategic fleet additions (12 B787‑9s, A321XLR growth).

Network Growth Initiatives

Plans to grow hubs (Philadelphia, Miami, Phoenix, further DFW expansion), expand international-capable fleet to ~200 aircraft by decade end, and launch new routes (Budapest, Prague, Caracas, Maracaibo) including restart of service to Venezuela.

American Airlines (CH:AAL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CH:AAL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 16, 2026	2026 (Q2)	-0.02 / -	0.768	―	―	―
Apr 23, 2026	2026 (Q1)	-0.37 / -0.32	-0.477	32.20% (+0.15)
Jan 27, 2026	2025 (Q4)	0.30 / 0.13	0.695	-81.40% (-0.57)
Oct 23, 2025	2025 (Q3)	-0.22 / -0.14	0.243	-156.67% (-0.38)
Jul 24, 2025	2025 (Q2)	0.63 / 0.77	0.881	-12.84% (-0.11)
Apr 24, 2025	2025 (Q1)	-0.56 / -0.48	-0.275	-73.53% (-0.20)
Jan 23, 2025	2024 (Q4)	0.54 / 0.70	0.234	196.55% (+0.46)
Oct 24, 2024	2024 (Q3)	0.15 / 0.24	0.307	-21.05% (-0.06)
Jul 25, 2024	2024 (Q2)	0.86 / 0.88	1.552	-43.23% (-0.67)
Apr 25, 2024	2024 (Q1)	-0.22 / -0.27	0.04	-780.00% (-0.32)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CH:AAL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 23, 2026	CHF9.18	CHF9.33	+1.63%
Jan 27, 2026	CHF11.42	CHF10.88	-4.73%
Oct 23, 2025	CHF31.36	CHF31.36	0.00%
Jul 24, 2025	CHF31.36	CHF31.36	0.00%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.