American Airlines Group (NASDAQ:AAL) Releases 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 earnings per share (EPS) guidance of -0.200-0.200 for the period, compared to the consensus 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.

American Airlines Group Price Performance

Shares of AAL opened at $12.10 on Friday. The firm has a market capitalization of $8.00 billion, a PE ratio of 39.03 and a beta of 1.25. The company’s 50-day moving average is $11.73 and its 200-day moving average is $13.25. American Airlines Group has a fifty-two week low of $9.48 and a fifty-two week high of $16.50.

American Airlines Group (NASDAQ:AAL) last issued its quarterly earnings data on Thursday, April 23rd. The airline reported ($0.40) earnings per share for the quarter, beating the consensus estimate of ($0.45) by $0.05. The company had revenue of $13.91 billion for the quarter, compared to analyst estimates of $16.13 billion. American Airlines Group had a net margin of 0.36% and a negative return on equity of 9.11%. The company’s revenue was up 10.8% on a year-over-year basis. During the same period in the prior year, the firm earned ($0.59) earnings per share. 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. Analysts predict that American Airlines Group will post -0.07 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

AAL has been the topic of several research analyst reports. Rothschild & Co Redburn reissued a “neutral” rating and issued a $12.50 price objective (down from $17.00) on shares of American Airlines Group in a research report on Thursday, March 5th. Bank of America increased 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 report on Tuesday, January 6th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of American Airlines Group in a research report on Friday, March 27th. Barclays raised their price target on shares of American Airlines Group from $12.00 to $16.00 and gave the stock an “equal weight” rating in a research report on Monday, January 12th. Finally, Wall Street Zen raised shares of American Airlines Group from a “sell” rating to a “hold” rating in a research report on Saturday. Six research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, American Airlines Group presently has a consensus rating of “Hold” and an average price target of $14.63.

American Airlines Group News Summary

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

• Positive Sentiment: Q1 beat — AAL reported a narrower-than-expected adjusted loss (-$0.40 vs. consensus -$0.45) and revenue growth (+10.8% Y/Y), which traders viewed as evidence of resilient demand. Read More.
• Positive Sentiment: Big drop in short interest — Short interest fell ~19.9% in April to ~59.7M shares (≈9.1% of float), reducing short pressure and potentially supporting the rally. (Short-interest report)
• Positive Sentiment: Analyst support — BMO raised its price target to $13.50 (market‑perform), reinforcing upside expectations after the print. Read More.
• Neutral Sentiment: Strategic partnership talks — American is discussing a deeper international partnership with Alaska Air to expand transatlantic and transpacific reach; this is partnership upside but not an immediate revenue driver. Read More.
• Neutral Sentiment: Mixed analyst moves — Susquehanna trimmed its target from $17 to $16 but kept a “positive” stance; the change tempers enthusiasm but still implies substantial upside. Read More.
• Neutral Sentiment: Corporate positioning — CEO Robert Isom publicly ruled out a merger with United and emphasized partnerships, clarifying strategy (likely removes M&A premium risk). Read More.
• Negative Sentiment: Surging fuel costs — Management warned of roughly a $4B jump in jet-fuel costs for 2026; fuel is a large, variable expense and the primary headwind to margins. Read More. and Read More.
• Negative Sentiment: Guidance trimmed — AAL narrowed Q2 and lowered FY 2026 EPS guidance (Q2: -0.20 to 0.20; FY: -0.40 to -1.10), signaling possible full‑year pressure and keeping downside risk to estimates. Read More.

Hedge Funds Weigh In On American Airlines Group

Hedge funds have recently bought and sold shares of the business. Caitong International Asset Management Co. Ltd increased its position in American Airlines Group by 208.2% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 3,282 shares of the airline’s stock worth $50,000 after acquiring an additional 2,217 shares during the period. Zions Bancorporation National Association UT bought a new position in American Airlines Group during the fourth quarter worth about $57,000. EFG International AG bought a new position in American Airlines Group during the fourth quarter worth about $98,000. Diversify Advisory Services LLC bought a new position in American Airlines Group during the second quarter worth about $118,000. Finally, UMB Bank n.a. increased its holdings in American Airlines Group by 144.9% in the 4th quarter. UMB Bank n.a. now owns 7,961 shares of the airline’s stock valued at $122,000 after buying an additional 4,710 shares during the period. 52.44% of the stock is owned by 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.