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

Posted by George Bondi on Jul 23rd, 2026

American Airlines Group (NASDAQ:AAL – Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of -0.650-0.650 for the period, compared to the consensus earnings per share estimate of 0.350. The company issued revenue guidance of -. American Airlines Group also updated its Q3 2026 guidance to -0.700–0.100 EPS.

American Airlines Group Stock Down 7.4%

NASDAQ:AAL traded down $1.09 on Thursday, hitting $13.70. The stock had a trading volume of 21,512,983 shares, compared to its average volume of 83,283,898. American Airlines Group has a 52 week low of $10.09 and a 52 week high of $18.79. The business’s fifty day moving average is $15.29 and its 200 day moving average is $13.71. The company has a market cap of $9.06 billion, a PE ratio of 44.14 and a beta of 1.32.

American Airlines Group (NASDAQ:AAL – Get Free Report) last posted its earnings results on Thursday, July 23rd. The airline reported $0.15 earnings per share for the quarter, beating analysts’ consensus estimates of $0.03 by $0.12. The company had revenue of $16.73 billion for the quarter, compared to analyst estimates of $16.70 billion. American Airlines Group had a negative return on equity of 9.11% and a net margin of 0.36%.The company’s revenue for the quarter was up 16.3% on a year-over-year basis. During the same quarter last year, the company earned $0.95 earnings per share. 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. Equities analysts predict that American Airlines Group will post 0.57 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

AAL has been the topic of a number of research analyst reports. BMO Capital Markets boosted their target price on American Airlines Group from $13.50 to $19.50 and gave the stock a “market perform” rating in a research note on Thursday, July 2nd. The Goldman Sachs Group upped their price objective on American Airlines Group from $10.00 to $15.00 and gave the company a “sell” rating in a research note on Thursday, July 2nd. Barclays boosted their price target on shares of American Airlines Group from $16.00 to $19.00 and gave the stock an “equal weight” rating in a report on Thursday, June 25th. Melius Research lowered shares of American Airlines Group from a “buy” rating to a “hold” rating and increased their price target for the company from $15.00 to $19.00 in a research report on Tuesday, July 7th. Finally, Sanford C. Bernstein raised their price objective on shares of American Airlines Group from $20.00 to $23.00 and gave the stock a “market outperform” rating in a report on Wednesday, July 1st. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, American Airlines Group has an average rating of “Hold” and an average price target of $19.37.

Get Our Latest Report on American Airlines Group

Insider Transactions at American Airlines Group

In related news, COO David Seymour sold 56,456 shares of the business’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $18.00, for a total transaction of $1,016,208.00. Following the sale, the chief operating officer directly owned 969,033 shares in the company, valued at approximately $17,442,594. The trade was a 5.51% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.70% of the stock is owned by insiders.

More American Airlines Group News

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

Positive Sentiment: American Airlines delivered Q2 EPS of $0.15, well above the $0.03 consensus estimate, and revenue of about $16.7 billion, slightly ahead of Wall Street’s expectations. The company also posted record quarterly revenue, supported by strong demand and solid commercial execution. Article Title
Positive Sentiment: The company guided next quarter’s revenue to around $16.09 billion, which is slightly above analyst estimates, suggesting demand remains healthy even as earnings pressure builds. Article Title
Neutral Sentiment: American Airlines said it expects Q3 revenue of $15.9 billion to $16.3 billion and full-year EPS of -$0.65 to $0.65, showing that revenue trends are steady but profitability remains uncertain. Article Title
Negative Sentiment: Despite the earnings beat, shares are being hit by weaker profit guidance as American Airlines cuts its outlook due to rising jet fuel costs tied to Middle East tensions. Article Title
Negative Sentiment: Management also signaled it could post an adjusted loss in the current quarter, which is weighing on sentiment and helping explain why the stock is down after the report. Article Title

Institutional Investors Weigh In On American Airlines Group

Several large investors have recently added to or reduced their stakes in AAL. United Capital Financial Advisors LLC lifted its stake in American Airlines Group by 26.1% during the third quarter. United Capital Financial Advisors LLC now owns 13,247 shares of the airline’s stock worth $149,000 after purchasing an additional 2,739 shares during the last quarter. Quantessence Capital LLC bought a new stake in American Airlines Group in the 3rd quarter worth approximately $145,000. Vise Technologies Inc. boosted its stake in American Airlines Group by 18.1% in the third quarter. Vise Technologies Inc. now owns 14,298 shares of the airline’s stock worth $161,000 after buying an additional 2,188 shares in the last quarter. Landscape Capital Management L.L.C. purchased a new stake in American Airlines Group in the third quarter worth approximately $150,000. Finally, Aptus Capital Advisors LLC grew its position in American Airlines Group by 8.8% during the third quarter. Aptus Capital Advisors LLC now owns 13,203 shares of the airline’s stock valued at $148,000 after acquiring an additional 1,070 shares during the last quarter. Institutional investors own 52.44% of the company’s stock.

About American Airlines Group

(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.