American Airlines Group (NASDAQ:AAL) Announces FY 2026 Earnings Guidance

American Airlines Group (NASDAQ:AAL) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of -1.600–1.000 for the period, compared to the consensus earnings per share estimate of -0.970. American Airlines Group also updated its Q4 2026 guidance to -1.100–0.500 EPS.

American Airlines Group Trading Down 3.9%

Shares of NASDAQ:AAL opened at $12.11 on Friday. The company has a 50 day moving average of $13.07 and a 200 day moving average of $13.92. The stock has a market cap of $8.02 billion, a P/E ratio of -16.59 and a beta of 1.37. American Airlines Group has a 12 month low of $10.09 and a 12 month high of $18.79.

American Airlines Group (NASDAQ:AAL) last released its quarterly earnings results on Thursday, October 22nd. The airline reported ($0.28) earnings per share for the quarter, topping the consensus estimate of ($0.36) by $0.08. The firm had revenue of $16.34 billion for the quarter, compared to analysts’ expectations of $16.21 billion. American Airlines Group had a negative net margin of 0.79% and a negative return on equity of 9.11%. The business’s quarterly revenue was up 19.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted ($0.17) earnings per share. On average, equities analysts forecast that American Airlines Group will post -1.22 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

AAL has been the subject of several research reports. Wells Fargo & Company cut their target price on American Airlines Group from $17.00 to $14.00 and set an “equal weight” rating for the company in a research note on Tuesday, October 6th. Bank of America increased their price target on shares of American Airlines Group from $16.00 to $19.00 and gave the company a “neutral” rating in a research report on Wednesday, July 1st. JPMorgan Chase & Co. lifted their price target on shares of American Airlines Group from $22.00 to $24.00 and gave the stock an “overweight” rating in a research note on Friday, July 24th. BMO Capital Markets lowered their price objective on shares of American Airlines Group from $19.00 to $15.50 and set a “market perform” rating for the company in a report on Monday, September 28th. Finally, Citigroup lowered their price objective on shares of American Airlines Group from $22.00 to $19.00 and set a “buy” rating for the company in a report on Friday, July 24th. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $17.29.

Insider Buying and Selling at American Airlines Group

In related news, SVP Angela Owens sold 40,077 shares of the firm’s 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 $2,728,472.74. This trade represents a 18.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.70% of the company’s stock.

Key Stories Impacting American Airlines Group

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.