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

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

American Airlines Group Stock Performance

Shares of AAL stock traded down $0.66 during midday trading on Friday, reaching $11.95. 28,672,066 shares of the company were exchanged, compared to its average volume of 77,299,945. American Airlines Group has a 12 month low of $10.09 and a 12 month high of $18.79. The company has a market cap of $7.91 billion, a P/E ratio of -24.39 and a beta of 1.37. The company’s 50 day moving average price is $13.13 and its two-hundred day moving average price is $13.93.

American Airlines Group (NASDAQ:AAL) last posted its quarterly earnings data on Thursday, October 22nd. The airline reported ($0.28) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.36) by $0.08. American Airlines Group had a negative net margin of 0.56% and a negative return on equity of 9.11%. The business had revenue of $16.34 billion during the quarter, compared to analysts’ expectations of $16.21 billion. During the same period last year, the firm posted ($0.17) earnings per share. The business’s revenue was up 19.3% on a year-over-year basis. As a group, sell-side analysts predict that American Airlines Group will post -0.94 earnings per share for the current year.

Analysts Set New Price Targets

A number of analysts have recently commented on AAL shares. TD Cowen dropped their price objective on American Airlines Group from $16.00 to $15.00 and set a “buy” rating on the stock in a research note on Friday, October 2nd. Sanford C. Bernstein set a $19.00 target price on American Airlines Group in a research note on Tuesday. Wall Street Zen cut American Airlines Group from a “hold” rating to a “sell” rating in a research note on Saturday, October 10th. Citigroup lowered their target price on American Airlines Group from $22.00 to $19.00 and set a “buy” rating on the stock in a report on Friday, July 24th. Finally, Wells Fargo & Company cut their price target on shares of American Airlines Group from $17.00 to $14.00 and set an “equal weight” rating for the company in a report on Tuesday, October 6th. Eight 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, American Airlines Group currently has an average rating of “Hold” and a consensus target price of $17.29.

Insider Activity at American Airlines Group

In other news, SVP Angela Owens sold 40,077 shares of the firm’s stock in a transaction on Friday, July 31st. The stock was sold at an average price of $15.26, for a total transaction of $611,575.02. Following the completion of 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 position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 0.70% of the company’s stock.

More American Airlines Group News

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

• Positive Sentiment: American Airlines reported third-quarter revenue of approximately $16.3 billion, up 19.3% year over year and above analysts’ expectations. Premium seating and international traffic outperformed domestic operations, while the 83.4% load factor indicated solid demand. American sets new revenue records amid historic fuel cost pressure
• Positive Sentiment: Fourth-quarter revenue guidance of $16.7 billion to $17.1 billion implies roughly 20% growth and is above the $16.5 billion consensus estimate. The company also plans to moderate capacity growth and emphasize higher-yielding fares. US airlines favor higher fares over fuller planes as fuel costs squeeze profits
• Neutral Sentiment: Morgan Stanley maintained an “overweight” rating on AAL, although it reduced its price target from $24 to $22. The revised target still implies substantial potential upside if profitability recovers. Morgan Stanley stock recommendations
• Negative Sentiment: Higher revenue did not translate into profitability. American reported an adjusted loss of $0.28 per share and a net loss of $269 million, while fuel expense rose approximately $1.9 billion, or 67.5%, year over year. Management cited historically high fuel prices as the primary pressure on margins. American Airlines forecasts 2026 loss as fuel costs outpace fare gains
• Negative Sentiment: Profit guidance was the main stock-market disappointment. AAL now expects a fourth-quarter adjusted loss of $0.50 to $1.10 per share, versus the $0.41 consensus estimate, and full-year 2026 EPS of negative $1.00 to negative $1.60, below the roughly negative $0.97 consensus. Rising oil prices subsequently pressured airline shares across the sector. American Airlines sinks as oil prices pressure airline shares

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.