American Airlines Group (NASDAQ:AAL) Releases Q3 2026 Earnings Guidance

American Airlines Group (NASDAQ:AAL) issued an update on its third quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of -0.700–0.100 for the period, compared to the consensus earnings per share estimate of 0.120. The company issued revenue guidance of $15.9 billion-$16.3 billion, compared to the consensus revenue estimate of $15.9 billion. American Airlines Group also updated its FY 2026 guidance to -0.650-0.650 EPS.

American Airlines Group Trading Up 6.8%

Shares of American Airlines Group stock opened at $14.48 on Friday. American Airlines Group has a 1 year low of $10.09 and a 1 year high of $18.79. The company has a market cap of $9.58 billion, a P/E ratio of -29.55 and a beta of 1.32. The stock has a 50-day moving average price of $15.35 and a 200 day moving average price of $13.71.

American Airlines Group (NASDAQ:AAL) last released its earnings results on Thursday, July 23rd. The airline reported $0.15 earnings per share for the quarter, beating the consensus estimate of $0.03 by $0.12. The company had revenue of $16.73 billion for the quarter, compared to analysts’ expectations of $16.70 billion. American Airlines Group had a negative return on equity of 9.11% and a negative net margin of 0.56%.The business’s revenue for the quarter was up 16.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.95 EPS. 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. On average, equities analysts forecast that American Airlines Group will post 0.2 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages recently commented on AAL. Wells Fargo & Company reaffirmed a “market perform” rating on shares of American Airlines Group in a research report on Tuesday, June 30th. Sanford C. Bernstein increased their target price on shares of American Airlines Group from $20.00 to $23.00 and gave the stock a “market outperform” rating in a research report on Wednesday, July 1st. Weiss Ratings raised shares of American Airlines Group from a “sell (d)” rating to a “sell (d+)” rating in a research note on Tuesday, June 23rd. Zacks Research upgraded shares of American Airlines Group from a “hold” rating to a “strong-buy” rating in a report on Thursday. Finally, Bank of America upped their price target on shares of American Airlines Group from $16.00 to $19.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 1st. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $19.18.

Insider Buying and Selling

In related news, COO David Seymour sold 69,343 shares of the stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $17.00, for a total value of $1,178,831.00. Following the transaction, the chief operating officer owned 1,025,489 shares in the company, valued at approximately $17,433,313. This represents a 6.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.70% of the company’s stock.

Key American Airlines Group News

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

• Positive Sentiment: JPMorgan raised its price target on AAL to $24 from $22 and kept an overweight rating, signaling greater confidence in the stock’s upside after the post-earnings pullback. Benzinga
• Positive Sentiment: Zacks added American Airlines to its Rank #1 (Strong Buy) list, while other commentary said the stock looks technically oversold and could be due for a turnaround. Zacks
• Positive Sentiment: Analysts and market commentary pointed to improving sentiment around revenue strategy, premium demand, loyalty growth, and network gains, which supports the case for a recovery after the stock’s recent drop. Yahoo Finance
• Neutral Sentiment: American Airlines reported record quarterly revenue of $16.74 billion and beat EPS expectations, but investors are balancing that strength against a sharp profit decline year over year and a weaker full-year outlook. GlobeNewswire
• Negative Sentiment: The main pressure point remains surging jet fuel costs, which led American Airlines to cut its earnings guidance and cloud the profit outlook despite strong demand trends. CNBC

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of AAL. NewEdge Advisors LLC boosted its stake in shares of American Airlines Group by 6.6% during the 2nd quarter. NewEdge Advisors LLC now owns 13,251 shares of the airline’s stock worth $149,000 after acquiring an additional 823 shares in the last quarter. US Bancorp DE boosted its position in American Airlines Group by 7.9% during the third 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. Empowered Funds LLC boosted its position in American Airlines Group by 5.6% during the fourth quarter. Empowered Funds LLC now owns 18,699 shares of the airline’s stock worth $287,000 after purchasing an additional 988 shares during the period. Aptus Capital Advisors LLC grew its holdings 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 purchasing an additional 1,070 shares during the last quarter. Finally, Thrivent Financial for Lutherans grew its holdings in American Airlines Group by 0.7% during the second quarter. Thrivent Financial for Lutherans now owns 155,284 shares of the airline’s stock valued at $1,742,000 after purchasing an additional 1,110 shares during the last quarter. 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.