American Airlines Group (NASDAQ:AAL) Issues Q2 2026 Earnings Guidance

American Airlines Group (NASDAQ:AAL) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of -0.200-0.200 for the period, compared to the consensus EPS estimate of -0.130. The company issued revenue guidance of -. American Airlines Group also updated its FY 2026 guidance to -0.400-1.100 EPS.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the company. Argus raised American Airlines Group to a “hold” rating in a research note on Wednesday, January 28th. TD Cowen dropped their price objective on American Airlines Group from $17.00 to $13.00 and set a “buy” rating for the company in a research note on Monday, March 9th. Citigroup dropped their price objective on American Airlines Group from $21.00 to $14.00 and set a “buy” rating for the company in a research note on Friday, March 20th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of American Airlines Group in a research note on Friday, March 27th. Finally, UBS Group raised their price objective on American Airlines Group from $14.00 to $16.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. Six investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $15.09.

American Airlines Group Price Performance

NASDAQ:AAL traded up $0.49 during trading hours on Thursday, reaching $11.99. 28,162,192 shares of the company traded hands, compared to its average volume of 64,699,781. The firm’s 50-day moving average is $11.82 and its 200-day moving average is $13.26. The stock has a market cap of $7.93 billion, a P/E ratio of 70.56 and a beta of 1.25. American Airlines Group has a 1-year low of $9.21 and a 1-year high of $16.50.

American Airlines Group (NASDAQ:AAL) last posted its quarterly earnings data on Thursday, April 23rd. The airline reported ($0.40) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.99 by ($1.39). American Airlines Group had a negative return on equity of 5.90% and a net margin of 0.20%.The business had revenue of $13.91 billion for the quarter, compared to analyst estimates of $16.13 billion. During the same quarter last year, the business earned ($0.59) EPS. American Airlines Group’s revenue for the quarter was up 10.8% compared to the same quarter last year. American Airlines Group has set its FY 2026 guidance at -0.400-1.100 EPS and its Q2 2026 guidance at -0.200-0.200 EPS. As a group, research analysts predict that American Airlines Group will post -1.05 earnings per share for the current year.

More American Airlines Group News

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

• Positive Sentiment: Q1 EPS came in at -$0.40, slightly better than some estimates and improved versus last year’s loss, showing operating demand recovery. American Airlines (AAL) Reports Q1 Loss, Tops Revenue Estimates
• Positive Sentiment: Revenue increased about 10.8% y/y to $13.91B, indicating strong travel demand that underpins near‑term top‑line momentum. Press Release / Slide Deck
• Positive Sentiment: Management is exploring deeper international partnership ties with Alaska Air, which could boost network reach and revenue potential if commercial terms are expanded. American Airlines, Alaska Air explore deeper international partnership
• Neutral Sentiment: CEO Robert Isom publicly rejected merger talks with United, arguing a merger would harm customers — this removes takeover upside but short‑term impact is mixed. American Airlines CEO says merger with United would be ‘bad for customers’
• Negative Sentiment: Management cut Q2 and FY‑2026 EPS guidance (Q2: -0.20 to 0.20 vs. consensus -0.13; FY: -0.40 to -1.10 vs. consensus ~-0.37) after a surge in jet‑fuel costs — management estimates fuel expense will rise roughly $4B, and warned 2026 could be loss‑making. This guidance change is the primary driver of downward pressure on the stock. American Airlines Cuts Profit Outlook After Fuel Prices Soar
• Negative Sentiment: On a consensus basis the quarter missed broader expectations (some market estimates showed a larger EPS/revenue gap), and analysts lowered 2026 forecasts — meaning earnings multiple compression and analyst downgrades are possible if fuel stays elevated. American Airlines cuts 2026 earnings projections after surge in jet fuel

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in AAL. Caitong International Asset Management Co. Ltd boosted its holdings in American Airlines Group by 208.2% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 3,282 shares of the airline’s stock valued at $50,000 after acquiring an additional 2,217 shares during the last quarter. Zions Bancorporation National Association UT acquired a new position in American Airlines Group in the fourth quarter valued at $57,000. EFG International AG acquired a new position in American Airlines Group in the fourth quarter valued at $98,000. Diversify Advisory Services LLC acquired a new position in American Airlines Group in the second quarter valued at $118,000. Finally, UMB Bank n.a. boosted its holdings in American Airlines Group by 144.9% in the fourth quarter. UMB Bank n.a. now owns 7,961 shares of the airline’s stock valued at $122,000 after acquiring an additional 4,710 shares during the last quarter. Institutional investors and hedge funds 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.