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

American Airlines Group (NASDAQ:AAL) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of -0.500–0.100 for the period, compared to the consensus 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.

American Airlines Group Trading Down 0.9%

AAL opened at $14.45 on Tuesday. The firm has a 50 day moving average of $14.89 and a two-hundred day moving average of $13.30. American Airlines Group has a 12-month low of $8.50 and a 12-month high of $17.47. The firm has a market capitalization of $9.54 billion, a PE ratio of 16.80, a P/E/G ratio of 0.52 and a beta of 1.23.

American Airlines Group (NASDAQ:AAL) last issued its quarterly earnings data on Tuesday, January 27th. The airline reported $0.16 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.38 by ($0.22). American Airlines Group had a net margin of 1.11% and a negative return on equity of 18.14%. The company’s revenue was up 2.5% compared to the same quarter last year. During the same period last year, the firm posted $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. As a group, analysts predict that American Airlines Group will post 2.42 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on AAL shares. Weiss Ratings restated a “sell (d+)” rating on shares of American Airlines Group in a research report on Monday, December 29th. TD Cowen restated a “buy” rating on shares of American Airlines Group in a report on Wednesday, January 7th. Barclays lifted their price objective on American Airlines Group from $12.00 to $16.00 and gave the company an “equal weight” rating in a research note on Monday, January 12th. Evercore ISI increased their target price on American Airlines Group from $13.00 to $14.00 and gave the stock an “in-line” rating in a research note on Monday, September 29th. Finally, BMO Capital Markets raised American Airlines Group to a “hold” rating in a research report on Tuesday, December 9th. Eight equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $17.61.

American Airlines Group News Roundup

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 Investors Weigh In On American Airlines Group

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Invesco Ltd. raised its holdings in American Airlines Group by 1.3% during the second quarter. Invesco Ltd. now owns 2,978,006 shares of the airline’s stock worth $33,413,000 after purchasing an additional 36,877 shares in the last quarter. Brown Advisory Inc. boosted its holdings in shares of American Airlines Group by 42.6% in the second quarter. Brown Advisory Inc. now owns 45,358 shares of the airline’s stock valued at $509,000 after acquiring an additional 13,539 shares in the last quarter. California Public Employees Retirement System lifted its holdings in American Airlines Group by 5.0% in the second quarter. California Public Employees Retirement System now owns 1,164,443 shares of the airline’s stock valued at $13,065,000 after acquiring an additional 55,059 shares during the period. NewEdge Advisors LLC increased its holdings in American Airlines Group by 6.6% in the second quarter. NewEdge Advisors LLC now owns 13,251 shares of the airline’s stock valued at $149,000 after buying an additional 823 shares in the last quarter. Finally, Sei Investments Co. boosted its position in American Airlines Group by 34.4% during the second quarter. Sei Investments Co. now owns 1,315,532 shares of the airline’s stock worth $14,760,000 after purchasing an additional 336,993 shares in 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.