American Airlines Group Management
Management Kriterienprüfungen 3/4
American Airlines Group CEO ist Robert Isom , ernannt in Aug 2016, hat eine Amtszeit von 9.75 Jahren. Die jährliche Gesamtvergütung beträgt $15.61M , bestehend aus 8.3% Gehalt und 91.7% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.24% der Aktien des Unternehmens, im Wert von $18.69M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 5.7 Jahre bzw. 5.4 Jahre.
Wichtige Informationen
Robert Isom
Geschäftsführender
US$15.6m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 8.33% |
| Amtszeit als Geschäftsführer | 9.8yrs |
| Eigentum des Geschäftsführers | 0.2% |
| Durchschnittliche Amtszeit des Managements | 5.7yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 5.4yrs |
Jüngste Management Updates
Recent updates
AAL: Fuel Resilience And Demand Strength Will Support Future Margin Execution
Narrative Update on American Airlines Group The updated analyst price target for American Airlines Group reflects a modest reset in fair value to $14.94, as analysts factor in higher fuel cost assumptions alongside relatively steady expectations for revenue growth, profit margins, and future P/E multiples across recent research updates. Analyst Commentary Recent research around American Airlines Group has centered on resetting price targets to reflect higher fuel cost assumptions, with views split between those focused on demand resilience and those emphasizing margin pressure and balance of risks.AAL: Fuel Cost Headwinds Will Test Rebounding Demand And Margin Execution
Analysts have trimmed the fair value estimate for American Airlines Group to $15.40 from $16.40. This reflects a reset in price targets as higher fuel cost assumptions temper P/E expectations, even as revenue growth and profit margin forecasts are revised modestly upward.American Airlines: Back In The Game
Mar 21
AAL: Revenue Initiatives And Demand Trends Are Expected To Offset Fuel Risks
Analysts have adjusted the fair value estimate for American Airlines Group to $22.00 from $21.00, as updated research reflects slightly higher revenue growth assumptions, a modestly lower discount rate, and a future P/E of about 8.1x, partly balanced by ongoing fuel cost concerns across recent Street reports. Analyst Commentary Street research on American Airlines Group over recent months has been mixed, with many firms revisiting estimates as fuel assumptions shift.
AAL: Fuel Costs And Capacity Pressures Will Temper Execution Upside Potential
The latest analyst price target reset for American Airlines Group reflects a mix of higher Street targets and fresh caution on fuel and capacity. Our updated fair value is anchored at about $12.68 as analysts balance expectations for margin improvement against risks from rising costs and crowded domestic routes.AAL: Execution And Regulatory Setbacks Will Likely Cap Earnings Repricing Potential
The latest analyst price target update for American Airlines Group reflects a modest adjustment. Fair value has moved slightly to $12.68 as analysts factor in updated views on revenue growth, profit margins, and a lower discount rate supported by a series of recent target revisions and broader Q4 and 2026 outlooks for the airline group.AAL: Execution And Regulatory Risks Will Likely Restrain Margin-Driven Repricing
Analysts have nudged their fair value estimate for American Airlines Group higher to about US$12.69 from roughly US$10.81, citing Street research that points to stronger revenue initiatives, improving margin potential, and a recalibration of future P/E expectations across the airline group. Analyst Commentary Recent Street research on American Airlines Group has been mixed, with several firms adjusting price targets and ratings as they reassess revenue potential, cost trends, and the outlook for sector earnings over the next couple of years.AAL: Revenue Initiatives And Demand Momentum Are Expected To Support Upside
Analysts have lifted their implied price target for American Airlines Group to $21.00 from $18.74, citing higher modeled revenue growth, a slightly higher discount rate, a modestly lower profit margin assumption, and a richer future P/E multiple that reflect recent Street research highlighting revenue initiatives, demand momentum into 2026, and supportive industry commentary. Analyst Commentary Recent Street research has tilted more constructive on American Airlines Group, with several bullish analysts lifting price targets and revising their views to reflect what they see as a healthier setup into 2026.AAL: Rebounding Demand And Cost Actions Will Shape Measured Earnings Progress
Narrative Update: American Airlines Group The updated analyst price target for American Airlines Group increases to about US$16.40 from US$15.35, with analysts pointing to slightly higher assumptions for revenue growth, profit margin, and future P/E as they refresh their views following recent sector research and Q4 earnings previews. Analyst Commentary Recent Street research on American Airlines Group centers on refreshed Q4 earnings previews and updated 2026 outlooks, with several firms adjusting their price targets and reaffirming views on the stock.
The "Big Four" Dominance
1. Fundamental Moat: The "Big Four" Dominance American Airlines is a cornerstone of the US "Big Four" legacy carriers.AAL: Rising Execution Risks Will Likely Cap Upside Amid Industry Shift
Analysts have modestly raised their price target on American Airlines Group, reflecting a fair value increase from roughly $9.00 to about $10.80 per share as they factor in improving revenue growth, slightly stronger profit margins, and higher industry price targets from recent research. Analyst Commentary Recent Street research on American Airlines Group reflects a cautiously constructive but uneven backdrop, with a mix of higher price targets and restrained ratings that underscore lingering concerns around execution and competitive positioning.Even With A 26% Surge, Cautious Investors Are Not Rewarding American Airlines Group Inc.'s (NASDAQ:AAL) Performance Completely
Dec 23
AAL: Demand And Fare Tailwinds Will Support Gradual Earnings And Risk Rebalancing
American Airlines Group's fair value estimate has been modestly increased to $15.35 from $15.07, reflecting analysts' higher price targets, now as high as $20, supported by expectations of improving demand, firmer fare trends, and a more favorable long term earnings outlook for select U.S. carriers. Analyst Commentary Recent Street research reflects a constructive but selective stance on American Airlines, with multiple price target increases signaling improved confidence in the companys medium term earnings power and balance of risk and reward.AAL: Sustained Demand And Pricing Momentum Will Drive Margin Expansion Ahead
Analysts have modestly increased their price target for American Airlines Group, reflecting greater confidence in the company's slight improvements in revenue growth and profit margin. The fair value estimate has risen from $15.02 to $15.07 based on updated industry outlooks and recent positive demand and pricing trends.AAL: Industry Shifts And Expense Pressures Will Shape Fair Value Outlook
American Airlines Group's analyst price target has increased from $14.55 to $15.02. This reflects moderate optimism among analysts amid encouraging industry trends and updated financial estimates.Industry Transformation And Demand Shifts Will Shape Airline Performance Ahead
American Airlines Group’s analyst price target has increased from $14.23 to $14.55. Analysts cite improved demand, positive fare trends, and continued industry transformation as key drivers for the upward revision.Domestic Recovery And Upgraded Fleet Will Sustain Future Success
Analysts have modestly raised their price target for American Airlines Group from $13.88 to $14.23, citing recent improvements in profit margins and resilient demand trends within the broader airline sector. Analyst Commentary Recent analyst evaluations have reflected both optimism and caution regarding American Airlines Group.Domestic Recovery And Upgraded Fleet Will Sustain Future Success
The consensus analyst price target for American Airlines Group has been revised upward to $13.88, as improving demand and fare trends offset cost pressures and drive more optimistic long-term earnings forecasts, though valuation concerns and peer competition remain headwinds. Analyst Commentary Bullish analysts note improving demand and fare trends that are helping offset modest cost pressures in the airline sector.
American Airlines is the ugly duckling in the US airlines industry
American aims to improve yields by doubling down on Premium Economy I wouldn't go so far as to change my general description of American Airlines as one of the most precarious legacy carriers out there, completely at the mercy of its creditors and, thus, benign refinancing conditions. Yet not only does the latter stand to materialise now that the Fed has restarted to cut interest rates; American also aims to double down just on the right lever to improve its business operationally.Domestic Recovery And Upgraded Fleet Will Sustain Future Success
Analysts cite a more balanced risk/reward profile and less favorable competitive trends versus peers as reasons for their caution on American Airlines, resulting in only a modest price target increase from $13.43 to $13.58. Analyst Commentary Valuation concerns as the stock has approached its prior $14 price target.American Airlines Group's (NASDAQ:AAL) Earnings May Just Be The Starting Point
Aug 01When Should You Buy American Airlines Group Inc. (NASDAQ:AAL)?
Jul 14A Piece Of The Puzzle Missing From American Airlines Group Inc.'s (NASDAQ:AAL) 26% Share Price Climb
May 17American Airlines: Rating Downgrade On Huge Debt
Apr 25American Airlines: Industry Profits Will Fall Until Consolidation Limits Competition
Mar 28American Airlines is the ugly duckling in the US airlines industry
There's a single reason why American is the least attractive of US legacy carriers (in terms of investing, anyway): its balance sheet.If most airlines and certainly those in the US are loaded up to thAmerican Airlines' Stock Is Losing Altitude - Here's Why I'm Short
Mar 13American Airlines: Only The Start
Feb 21
New Citi Partnership And Fleet Expansion Will Boost Customer Experience And Demand
New contracts and partnerships improve cost certainty and revenue, boosting margins and profitability.Why Did American Airlines Stock Drop After Q4 Earnings?
Jan 24American Airlines: Operating Margins Are Improving, But Now 'Priced For Perfection'
Jan 15American Airlines Is Poised To Continue Its Ascent
Jan 03American Airlines: No Bankruptcy Fear, But I Watch The Debt Load
Nov 25American Airlines: Earnings Tailwind Expected While Debt Picture Improves
Oct 19American Airlines: Look Past S&P 500 Exit
Sep 13American Airlines: 2025 Refinancing Risks Grow As Air Travel Demand Peaks
Aug 26American Airlines: Underperformance Continues As Growth Is Sputtering (Rating Upgrade)
Aug 11Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$202m |
| Dec 31 2025 | n/a | n/a | US$111m |
| Sep 30 2025 | n/a | n/a | US$602m |
| Jun 30 2025 | n/a | n/a | US$567m |
| Mar 31 2025 | n/a | n/a | US$685m |
| Dec 31 2024 | US$16m | US$1m | US$846m |
| Sep 30 2024 | n/a | n/a | US$275m |
| Jun 30 2024 | n/a | n/a | -US$121m |
| Mar 31 2024 | n/a | n/a | US$500m |
| Dec 31 2023 | US$31m | US$1m | US$822m |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$3b |
| Mar 31 2023 | n/a | n/a | US$2b |
| Dec 31 2022 | US$5m | US$1m | US$127m |
| Sep 30 2022 | n/a | n/a | -US$2b |
| Jun 30 2022 | n/a | n/a | -US$2b |
| Mar 31 2022 | n/a | n/a | -US$2b |
| Dec 31 2021 | US$5m | US$766k | -US$2b |
| Sep 30 2021 | n/a | n/a | -US$3b |
| Jun 30 2021 | n/a | n/a | -US$6b |
| Mar 31 2021 | n/a | n/a | -US$8b |
| Dec 31 2020 | US$6m | US$687k | -US$9b |
| Sep 30 2020 | n/a | n/a | -US$6b |
| Jun 30 2020 | n/a | n/a | -US$3b |
| Mar 31 2020 | n/a | n/a | -US$740m |
| Dec 31 2019 | US$7m | US$747k | US$2b |
Vergütung im Vergleich zum Markt: RobertDie Gesamtvergütung ($USD15.61M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD8.54M).
Entschädigung vs. Einkommen: RobertDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Robert Isom (61 yo)
9.8yrs
Amtszeit
US$15,610,843
Vergütung
Mr. Robert D. Isom Jr. serves as President of American Airlines Inc. since September 02, 2016. He serves as Chief Executive Officer at American Airlines Group Inc. and American Airlines Inc. since March 31...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO, President & Director | 9.8yrs | US$15.61m | 0.24% $ 18.7m | |
| Executive VP & CFO | 3.3yrs | US$4.92m | 0.045% $ 3.5m | |
| Executive VP & COO | 6.4yrs | US$4.89m | 0.055% $ 4.3m | |
| Chief Strategy Officer & Vice Chair | 12.4yrs | US$6.38m | 0.17% $ 13.2m | |
| Executive VP and Chief Digital & Information Officer | 3.7yrs | keine Daten | keine Daten | |
| Vice President of Investor Relations | no data | keine Daten | keine Daten | |
| Executive VP of Corporate Affairs & Chief Legal Officer | 1yr | keine Daten | 0% $ 0 | |
| EVP of Communications and Marketing & Chief Communications Officer | 4.3yrs | keine Daten | keine Daten | |
| Chief People Officer | 4.9yrs | keine Daten | keine Daten | |
| Senior VP & Deputy General Counsel | no data | keine Daten | keine Daten | |
| Senior Vice President of Technical Operations | 7.3yrs | keine Daten | keine Daten | |
| EVP of American Eagle | 8.8yrs | keine Daten | keine Daten |
5.7yrs
Durchschnittliche Betriebszugehörigkeit
57.5yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von AAL ist erfahren und erfahren (durchschnittliche Amtszeit von 5.7 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO, President & Director | 4.2yrs | US$15.61m | 0.24% $ 18.7m | |
| Independent Director | 12.4yrs | US$331.24k | 0.014% $ 1.1m | |
| Independent Director | 5.6yrs | US$324.03k | 0.0065% $ 505.1k | |
| Lead Independent Director | 12.4yrs | US$303.67k | 0.030% $ 2.4m | |
| Independent Director | 12.4yrs | US$316.89k | 0.021% $ 1.7m | |
| Independent Director | 10.5yrs | US$302.44k | 0.0099% $ 775.2k | |
| Independent Chairman of the Board | 4.3yrs | US$475.68k | 0.010% $ 795.6k | |
| Independent Director | 5.3yrs | US$317.23k | 0.0063% $ 489.4k | |
| Independent Director | less than a year | keine Daten | 0% $ 0 | |
| Independent Director | 10.5yrs | US$340.67k | 0.0099% $ 775.2k | |
| Independent Director | 1.8yrs | US$165.82k | 0.0018% $ 140.2k | |
| Independent Director | 3.7yrs | US$295.96k | 0.0048% $ 378.2k |
5.4yrs
Durchschnittliche Betriebszugehörigkeit
65yo
Durchschnittliches Alter
Erfahrener Vorstand: AALDie Vorstandsmitglieder gelten als erfahren (5.4 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/02 19:02 |
| Aktienkurs zum Tagesende | 2026/05/01 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
American Airlines Group Inc. wird von 40 Analysten beobachtet. 22 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| John Staszak | Argus Research Company |
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |