American Airlines Group (NASDAQ:AAL) Updates Q1 2026 Earnings Guidance

American Airlines Group (NASDAQ:AAL) updated its first quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of -0.500–0.100 for the period, compared to the consensus EPS estimate of -0.290. The company issued revenue guidance of -. American Airlines Group also updated its FY 2026 guidance to 1.700-2.700 EPS.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. Barclays upped their target price on American Airlines Group from $12.00 to $16.00 and gave the company an “equal weight” rating in a report on Monday, January 12th. BMO Capital Markets raised shares of American Airlines Group to a “hold” rating in a report on Tuesday, December 9th. UBS Group increased their price target on shares of American Airlines Group from $20.00 to $21.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Bank of America lifted their price objective on shares of American Airlines Group from $15.00 to $17.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 6th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of American Airlines Group in a research note on Monday, December 29th. Eight equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, American Airlines Group currently has an average rating of “Hold” and a consensus target price of $17.61.

American Airlines Group Stock Performance

American Airlines Group stock opened at $14.45 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 fifty day moving average price is $14.89 and its 200-day moving average price is $13.30. The stock has a market cap of $9.54 billion, a P/E ratio of 16.80, 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 results on Tuesday, January 27th. The airline reported $0.16 earnings per share for the quarter, missing the consensus estimate 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%.American Airlines Group’s revenue was up 2.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.86 earnings per share. 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. On average, analysts predict that American Airlines Group will post 2.42 earnings per share for the current year.

Trending Headlines about American Airlines Group

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 Trading of American Airlines Group

Several hedge funds have recently bought and sold shares of the stock. NewEdge Advisors LLC grew its position in shares of American Airlines Group by 6.6% during 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 in the last quarter. US Bancorp DE raised its position in American Airlines Group by 7.9% in the 3rd quarter. US Bancorp DE now owns 13,469 shares of the airline’s stock worth $151,000 after purchasing an additional 983 shares during the period. Aptus Capital Advisors LLC grew its holdings in shares of American Airlines Group by 8.8% in the third quarter. Aptus Capital Advisors LLC now owns 13,203 shares of the airline’s stock worth $148,000 after purchasing an additional 1,070 shares during the last quarter. Thrivent Financial for Lutherans grew its position in shares of American Airlines Group by 0.7% during the 2nd quarter. Thrivent Financial for Lutherans now owns 155,284 shares of the airline’s stock worth $1,742,000 after buying an additional 1,110 shares in the last quarter. Finally, Quadrant Capital Group LLC increased its holdings in shares of American Airlines Group by 3.3% in the 3rd quarter. Quadrant Capital Group LLC now owns 62,666 shares of the airline’s stock valued at $704,000 after acquiring an additional 2,029 shares during the period. Institutional investors own 52.44% of the company’s stock.

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.