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. 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 Stock Performance

Shares of AAL stock traded down $1.20 on Thursday, hitting $13.59. The company had a trading volume of 18,168,804 shares, compared to its average volume of 83,283,898. The firm has a market cap of $8.99 billion, a P/E ratio of 43.45 and a beta of 1.32. The stock’s 50-day moving average is $15.29 and its two-hundred day moving average is $13.71. American Airlines Group has a twelve month low of $10.09 and a twelve month high of $18.79.

American Airlines Group (NASDAQ:AAL) last announced its earnings results on Thursday, July 23rd. The airline reported $0.15 EPS for the quarter, beating the consensus estimate of $0.03 by $0.12. American Airlines Group had a negative return on equity of 9.11% and a net margin of 0.36%.The business had revenue of $16.73 billion for the quarter, compared to analysts’ expectations of $16.70 billion. During the same period in the prior year, the business posted $0.95 earnings per share. The firm’s revenue was up 16.3% on a year-over-year basis. 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. Equities research analysts predict that American Airlines Group will post 0.57 EPS for the current year.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on AAL. Cantor Fitzgerald set a $24.00 target price on shares of American Airlines Group in a research report on Thursday, July 2nd. Wall Street Zen downgraded shares of American Airlines Group from a “buy” rating to a “hold” rating in a research note on Saturday, July 18th. UBS Group increased their price objective on American Airlines Group from $18.00 to $21.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Wells Fargo & Company reaffirmed a “market perform” rating on shares of American Airlines Group in a report on Tuesday, June 30th. Finally, Barclays increased their price target on shares of American Airlines Group from $16.00 to $19.00 and gave the stock an “equal weight” rating in a report on Thursday, June 25th. Eight research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, American Airlines Group presently has an average rating of “Hold” and a consensus price target of $19.37.

Insider Activity at American Airlines Group

In other news, COO David Seymour sold 69,343 shares of the company’s stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $17.00, for a total transaction of $1,178,831.00. Following the completion of the transaction, the chief operating officer directly owned 1,025,489 shares of the company’s stock, valued at approximately $17,433,313. This represents a 6.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 0.70% of the stock is currently owned by insiders.

More American Airlines Group News

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

• Positive Sentiment: American Airlines delivered Q2 EPS of $0.15, well above the $0.03 consensus estimate, and revenue of about $16.7 billion, slightly ahead of Wall Street’s expectations. The company also posted record quarterly revenue, supported by strong demand and solid commercial execution. Article Title
• Positive Sentiment: The company guided next quarter’s revenue to around $16.09 billion, which is slightly above analyst estimates, suggesting demand remains healthy even as earnings pressure builds. Article Title
• Neutral Sentiment: American Airlines said it expects Q3 revenue of $15.9 billion to $16.3 billion and full-year EPS of -$0.65 to $0.65, showing that revenue trends are steady but profitability remains uncertain. Article Title
• Negative Sentiment: Despite the earnings beat, shares are being hit by weaker profit guidance as American Airlines cuts its outlook due to rising jet fuel costs tied to Middle East tensions. Article Title
• Negative Sentiment: Management also signaled it could post an adjusted loss in the current quarter, which is weighing on sentiment and helping explain why the stock is down after the report. Article Title

Institutional Trading of American Airlines Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in AAL. Two Sigma Investments LP increased its position in shares of American Airlines Group by 49.1% during the third quarter. Two Sigma Investments LP now owns 13,670,800 shares of the airline’s stock valued at $153,660,000 after buying an additional 4,500,897 shares during the period. AQR Capital Management LLC grew its holdings in shares of American Airlines Group by 1,711.5% during the 4th quarter. AQR Capital Management LLC now owns 1,984,457 shares of the airline’s stock worth $30,422,000 after acquiring an additional 1,874,909 shares during the period. First Trust Advisors LP lifted its stake in shares of American Airlines Group by 572.8% in the 4th quarter. First Trust Advisors LP now owns 2,152,577 shares of the airline’s stock valued at $32,999,000 after purchasing an additional 1,832,613 shares during the period. Par Capital Management Inc. bought a new stake in shares of American Airlines Group during the second quarter valued at approximately $14,025,000. Finally, Quadrature Capital Ltd grew its stake in American Airlines Group by 7,891.3% in the third quarter. Quadrature Capital Ltd now owns 1,243,925 shares of the airline’s stock worth $13,969,000 after purchasing an additional 1,228,359 shares during the period. Hedge funds and other 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.