American Airlines Group (NASDAQ:AAL) Issues Q4 2026 Earnings Guidance

American Airlines Group (NASDAQ:AAL) issued an update on its fourth quarter 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of -1.100–0.500 for the period, compared to the consensus earnings per share estimate of -0.410. The company issued revenue guidance of $16.7 billion-$17.1 billion, compared to the consensus revenue estimate of $16.5 billion. American Airlines Group also updated its FY 2026 guidance to -1.600–1.000 EPS.

Analyst Ratings Changes

AAL has been the subject of a number of analyst reports. Weiss Ratings cut shares of American Airlines Group from a “sell (d+)” rating to a “sell (d)” rating in a research note on Friday. JPMorgan Chase & Co. lifted their target price on shares of American Airlines Group from $22.00 to $24.00 and gave the company an “overweight” rating in a research note on Friday, July 24th. UBS Group cut their price target on American Airlines Group from $17.00 to $16.00 and set a “buy” rating for the company in a research note on Friday, October 16th. Zacks Research lowered American Airlines Group from a “strong-buy” rating to a “hold” rating in a research note on Friday, August 21st. Finally, Rothschild & Co Redburn raised their price target on American Airlines Group from $12.50 to $13.50 and gave the company a “neutral” rating in a report on Friday, September 18th. Eight research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, American Airlines Group has a consensus rating of “Hold” and a consensus target price of $17.29.

American Airlines Group Stock Performance

Shares of NASDAQ:AAL opened at $12.11 on Friday. The firm has a fifty day moving average price of $13.07 and a 200 day moving average price of $13.92. American Airlines Group has a fifty-two week low of $10.09 and a fifty-two week high of $18.79.

American Airlines Group (NASDAQ:AAL) last announced its quarterly earnings results on Thursday, October 22nd. The airline reported ($0.28) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.36) by $0.08. The company had revenue of $16.34 billion for the quarter, compared to the consensus estimate of $16.21 billion. American Airlines Group had a negative net margin of 0.79% and a negative return on equity of 9.11%. American Airlines Group’s revenue for the quarter was up 19.3% compared to the same quarter last year. During the same period in the previous year, the firm posted ($0.17) EPS. Research analysts expect that American Airlines Group will post -1.21 earnings per share for the current fiscal year.

Insider Buying and Selling at American Airlines Group

In other news, SVP Angela Owens sold 40,077 shares of American Airlines Group stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $15.26, for a total value of $611,575.02. Following the sale, the senior vice president directly owned 178,799 shares of the company’s stock, valued at approximately $2,728,472.74. The trade was a 18.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.70% of the stock is currently owned by insiders.

Key American Airlines Group News

Here are the key news stories impacting American Airlines Group this week:

• Positive Sentiment: Third-quarter revenue rose 19.3% year over year to a record $16.34 billion, exceeding analyst expectations. Premium seating and international traffic outperformed domestic demand, supporting the company’s strategy of targeting higher-yielding passengers. AAL Q3 deep dive: premium investments and cost focus offset by fuel headwinds
• Positive Sentiment: Fourth-quarter revenue guidance of $16.7 billion to $17.1 billion was above the $16.5 billion consensus estimate, indicating continued demand and expected revenue growth of roughly 20% to 23%. American Airlines Forecasts Another Quarterly Loss on Surging Fuel Costs
• Positive Sentiment: Morgan Stanley maintained an “overweight” rating, although it reduced its price target from $24 to $22, implying substantial potential upside based on the recent share price. Morgan Stanley stock recommendations
• Neutral Sentiment: American reported an adjusted third-quarter loss of $0.28 per share, better than the expected $0.36 loss, while its 83.4% load factor showed solid aircraft utilization. However, revenue growth has not yet translated into sustainable earnings. American Airlines Group quarterly earnings report
• Negative Sentiment: Fuel expense increased $1.9 billion, or 67.5%, to approximately $3.85 per gallon. Management said historically high fuel prices are overwhelming fare gains, and fares may remain elevated even if oil prices decline. American Airlines forecasts 2026 loss as fuel costs outpace fare gains
• Negative Sentiment: American now expects a larger full-year 2026 loss, with EPS guidance of negative $1.60 to negative $1.00 versus consensus of negative $0.97. Fourth-quarter EPS guidance of negative $1.10 to negative $0.50 also trails the expected negative $0.41, overshadowing the revenue beat. American Airlines expects deeper 2026 loss on pricier fuel despite record revenue
• Negative Sentiment: Rising oil prices are adding further pressure to airline stocks and reversing the initial relief following American’s earnings release. American Airlines Sinks as Oil Climb Reverses Post-Earnings Rebound

About American Airlines Group

American Airlines Group Inc is a holding company whose principal subsidiary, American Airlines, provides scheduled passenger air transportation and air cargo services. The company operates a large mainline network under the American Airlines brand and offers regional service through carriers operating as American Eagle. Its services include domestic and international flights, connecting passengers through a network of hubs and focus cities.

American Airlines serves destinations throughout the United States, as well as markets in Canada, Mexico, the Caribbean, Central and South America, Europe, Asia and other international regions.