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

American Airlines Group (NASDAQ:AAL) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 1.700-2.700 for the period, compared to the consensus EPS estimate of 1.980. The company issued revenue guidance of -. American Airlines Group also updated its Q1 2026 guidance to -0.500–0.100 EPS.

American Airlines Group Stock Performance

American Airlines Group stock opened at $14.02 on Tuesday. American Airlines Group has a fifty-two week low of $8.50 and a fifty-two week high of $17.47. The firm’s 50-day simple moving average is $14.89 and its 200 day simple moving average is $13.30. The stock has a market cap of $9.25 billion, a PE ratio of 16.42, a price-to-earnings-growth ratio of 0.52 and a beta of 1.23.

American Airlines Group (NASDAQ:AAL) last posted its quarterly earnings data on Tuesday, January 27th. The airline reported $0.16 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.22). American Airlines Group had a negative return on equity of 18.14% and a net margin of 1.11%.During the same quarter in the previous year, the company posted $0.86 EPS. American Airlines Group’s revenue for the quarter was up 2.5% on a year-over-year basis. American Airlines Group has set its Q1 2026 guidance at -0.500–0.100 EPS and its FY 2026 guidance at 1.700-2.700 EPS. As a group, analysts predict that American Airlines Group will post 2.42 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms have issued reports on AAL. BMO Capital Markets upgraded American Airlines Group to a “hold” rating in a research note on Tuesday, December 9th. UBS Group boosted their target price on American Airlines Group from $20.00 to $21.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Evercore ISI increased their price target on shares of American Airlines Group from $13.00 to $14.00 and gave the company an “in-line” rating in a research report on Monday, September 29th. Bank of America upped their price objective on shares of American Airlines Group from $15.00 to $17.00 and gave the company a “neutral” rating in a research note on Tuesday, January 6th. Finally, Jefferies Financial Group lifted their target price on shares of American Airlines Group from $12.00 to $13.00 and gave the stock a “hold” rating in a research report on Wednesday, October 1st. Eight investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $17.61.

American Airlines Group News Summary

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

• Positive Sentiment: Record revenue, stronger balance sheet and bullish 2026 guidance: American reported record Q4 revenue ($14.0B) and full-year revenue ($54.6B), cut total debt by $2.1B in 2025, and guided FY2026 adjusted EPS to $1.70–$2.70 with expected free cash flow >$2B — a clear tailwind for future profitability. American Airlines Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: Demand mix and premium strength: Management highlighted strong premium-cabin and corporate travel demand (bookings up in January, system revenue intake up double digits for early 2026), which supports higher-margin revenue and the company’s profit forecast. American Airlines forecasts 2026 profit above estimates on strong premium demand
• Neutral Sentiment: Competitive pressure at key hubs: United’s big summer expansion at Chicago O’Hare escalates hub competition — a factor that could pressure fares or market share in a major U.S. market, timing/impact uncertain. United Airlines ramps up Chicago flights as O’Hare rivalry with American Airlines heats up
• Negative Sentiment: Earnings miss and weak profitability metrics: AAL reported $0.16 EPS vs. $0.38 expected; GAAP net income fell sharply YoY and operating margins compressed — an immediate negative for near-term sentiment and valuation. American Airlines projects revenue growth for 2026, misses earnings estimates for fourth quarter
• Negative Sentiment: Revenue and operational hits from external shocks: The company said the government shutdown reduced Q4 revenue by ~$325M and Winter Storm Fern caused >9,000 cancellations; Q1 guidance factors in a ~1.5‑point capacity reduction and a negative revenue hit, which clouds near-term results. American Airlines Group Inc. Reports Record Fourth-Quarter Revenue Despite Government Shutdown Impact

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Diversify Advisory Services LLC purchased a new stake in American Airlines Group in the 2nd quarter worth $118,000. Quantessence Capital LLC bought a new stake in shares of American Airlines Group during the third quarter valued at approximately $145,000. Aptus Capital Advisors LLC grew its position in shares of 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 purchasing an additional 1,070 shares in the last quarter. United Capital Financial Advisors LLC increased its stake in American Airlines Group by 26.1% in the 3rd quarter. United Capital Financial Advisors LLC now owns 13,247 shares of the airline’s stock worth $149,000 after acquiring an additional 2,739 shares during the last quarter. Finally, NewEdge Advisors LLC increased its position in American Airlines Group by 6.6% in the second quarter. NewEdge Advisors LLC now owns 13,251 shares of the airline’s stock worth $149,000 after purchasing an additional 823 shares during the last quarter. 52.44% of the stock is owned by hedge funds and other institutional investors.

American Airlines Group Company Profile

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.