American Airlines Group (NASDAQ:AAL) Issues Q3 2026 Earnings Guidance

Posted by Stanley Muller on Jul 23rd, 2026

American Airlines Group (NASDAQ:AAL – Get Free Report) issued an update on its third quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of -0.700–0.100 for the period, compared to the consensus estimate of 0.120. The company issued revenue guidance of $15.9 billion-$16.3 billion, compared to the consensus revenue estimate of $15.9 billion. American Airlines Group also updated its FY 2026 guidance to -0.650-0.650 EPS.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the company. Wall Street Zen downgraded American Airlines Group from a “buy” rating to a “hold” rating in a research report on Saturday, July 18th. Jefferies Financial Group increased their target price on American Airlines Group from $15.00 to $16.00 and gave the stock a “hold” rating in a research report on Wednesday, June 24th. Wells Fargo & Company restated a “market perform” rating on shares of American Airlines Group in a research note on Tuesday, June 30th. Morgan Stanley increased their price target on American Airlines Group from $20.00 to $24.00 and gave the company an “overweight” rating in a report on Monday, June 1st. Finally, TD Cowen raised their price objective on American Airlines Group from $20.00 to $24.00 and gave the company a “buy” rating in a research report on Thursday, July 2nd. Eight research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $19.37.

Read Our Latest Research Report on AAL

American Airlines Group Trading Down 3.2%

Shares of NASDAQ:AAL opened at $14.79 on Thursday. American Airlines Group has a 12-month low of $10.09 and a 12-month high of $18.79. The firm has a market cap of $9.78 billion, a PE ratio of 47.71 and a beta of 1.32. The company has a fifty day simple moving average of $15.29 and a 200 day simple moving average of $13.71.

American Airlines Group (NASDAQ:AAL – Get Free Report) last announced its quarterly earnings data on Thursday, July 23rd. The airline reported $0.15 earnings per share for the quarter, topping the consensus estimate of $0.03 by $0.12. The company had revenue of $16.73 billion during the quarter, compared to analyst estimates of $16.70 billion. American Airlines Group had a net margin of 0.36% and a negative return on equity of 9.11%. American Airlines Group has set its Q3 2026 guidance at -0.700–0.100 EPS and its FY 2026 guidance at -0.650-0.650 EPS. As a group, equities research analysts forecast that American Airlines Group will post 0.57 EPS for the current fiscal year.

Insider Buying and Selling

In other news, COO David Seymour sold 69,343 shares of American Airlines Group stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $17.00, for a total value of $1,178,831.00. Following the completion of the transaction, the chief operating officer owned 1,025,489 shares in the company, valued at approximately $17,433,313. This trade represents a 6.33% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.70% of the stock is currently owned by corporate insiders.

Key Headlines Impacting American Airlines Group

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

Positive Sentiment: American Airlines delivered a Q2 earnings and revenue beat, along with record quarterly revenue, which supports the stock. American Airlines continues to execute on commercial priorities, delivering highest quarterly revenue in company history
Neutral Sentiment: Analysts have noted the stock has already climbed this year, but opinions remain split on whether the valuation is justified. American Airlines Stock Has Climbed 24% This Year, but Analysts Can’t Agree on Its Worth
Neutral Sentiment: Investors are also watching the company’s long-term push to close the profitability gap with Delta and United, though that remains a future goal rather than an immediate catalyst. Can American Airlines (AAL) Close the Profitability Gap With Delta and United?
Negative Sentiment: The company’s updated full-year 2026 EPS guidance of -0.65 to 0.65 came in well below the consensus estimate of $0.35, signaling uneven profit expectations ahead.
Negative Sentiment: Third-quarter 2026 EPS guidance of -0.70 to -0.10 also missed expectations, even though revenue guidance of $15.9 billion to $16.3 billion roughly matched forecasts.

Institutional Investors Weigh In On American Airlines Group

A number of institutional investors have recently modified their holdings of the business. Caitong International Asset Management Co. Ltd raised its stake in American Airlines Group by 208.2% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 3,282 shares of the airline’s stock worth $50,000 after acquiring an additional 2,217 shares during the period. Zions Bancorporation National Association UT acquired a new stake in shares of American Airlines Group during the 4th quarter worth approximately $57,000. EFG International AG bought a new stake in shares of American Airlines Group in the 4th quarter worth approximately $98,000. UMB Bank n.a. lifted its holdings in shares of American Airlines Group by 144.9% in the 4th quarter. UMB Bank n.a. now owns 7,961 shares of the airline’s stock worth $122,000 after purchasing an additional 4,710 shares during the last quarter. Finally, Atlas Capital Advisors Inc. acquired a new position in American Airlines Group during the 4th quarter valued at approximately $141,000. Institutional investors own 52.44% of the company’s stock.

American Airlines Group Company Profile

(Get Free Report)

American Airlines Group Inc is a leading global airline holding company headquartered in Fort Worth, Texas. Formed in December 2013 through the merger of AMR Corporation (parent of American Airlines) and US Airways Group, the company operates one of the world’s largest passenger and cargo networks. Its subsidiaries include American Airlines, which provides mainline service, and American Eagle, a network of regional carriers operating short- and medium-haul routes on behalf of the mainline carrier.

The company offers scheduled air transportation for passengers and cargo to more than 350 destinations in over 50 countries.