American Airlines Group Performance degli utili passati
Criteri Il passato verificati 0/6
American Airlines Group ha registrato una crescita degli utili a un tasso medio annuo di 54.9%, mentre il settore Airlines ha registrato utili in crescita a un tasso medio annuo di 40.4%. I ricavi sono stati in crescita a un tasso medio annuo di 12.7%.
Informazioni chiave
54.90%
Tasso di crescita degli utili
56.31%
Tasso di crescita dell'EPS
| Airlines Crescita del settore | 0.092% |
| Tasso di crescita dei ricavi | 12.74% |
| Rendimento del capitale proprio | n/a |
| Margine netto | -0.56% |
| Ultimo aggiornamento sugli utili | 30 Jun 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento narrativa • Sep 03
AAL: Resilient Demand And Fare Strength Will Outrun Higher Fuel Costs
Analysts have reduced their fair value estimate for American Airlines Group by about $0.70 to $18.37. Higher fuel costs and slightly lower margin expectations are weighing on price targets, even as demand trends remain supportive in recent research.Seeking Alpha • Sep 01
American Airlines Remains A Hold Despite Recovery Potential
Summary American Airlines delivered record Q2 2026 revenue but saw almost all gains offset by a sharp 83% jump in fuel costs. AAL’s guidance for 2026 adjusted EPS is highly uncertain, ranging from -$0.65 to $0.65, reflecting volatility in fuel and operational costs. Loyalty program revenue and enrollment are growing robustly, but heavy debt ($28.6B) and negative equity ($4.0B) remain significant risks. I maintain a Hold rating; margin recovery above 5–6% and net debt below 2x EBITDA are prerequisites for a more constructive stance. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 14
AAL: Firm Travel Demand Is Expected To Support Margins Despite Fuel Headwinds
Analysts have revised the American Airlines Group fair value estimate higher to $25.00. This reflects updated views that balance softer revenue growth assumptions with firmer profit margin expectations and a lower future P/E, while incorporating recent Street research that highlights both fuel cost headwinds and ongoing support from solid travel demand and prior fare increases.Aggiornamento narrativa • Jul 31
AAL: Higher Fares And Premium Upgrades Will Counter Rising Fuel Costs
American Airlines Group's analyst price target has edged lower to about $19.08 from $19.60 as analysts factor in higher fuel costs, slightly softer revenue growth assumptions, modestly lower profit margins, and a higher future P/E outlook. Analyst Commentary Recent research on American Airlines Group shows a split view, with many analysts still positive on the stock but tempering expectations as fuel costs move higher and revenue and margin assumptions are rechecked.Aggiornamento narrativa • Jul 17
AAL: Strong Fares And Fuel Moderation Are Expected To Support Margins
Analysts now set a higher fair value target of $19.60 for American Airlines Group, reflecting updated views that combine firm demand and moderating fuel costs with slightly lower revenue growth expectations and somewhat stronger projected profit margins and P/E multiple assumptions. Analyst Commentary Recent Street research on American Airlines Group shows a clear split between bullish analysts raising price targets on the stock and more cautious voices highlighting execution and capacity risks.Aggiornamento narrativa • Jul 03
AAL: Strong Fares And Lower Fuel Costs Support Balanced Forward Outlook
The analyst price target for American Airlines Group is raised by $2 to $17.61. This reflects updated views that steady demand, higher fares, and lower fuel costs can support slightly higher profit margins and a modestly higher future P/E multiple.Aggiornamento narrativa • Jun 19
AAL: Solid Demand And Higher Fares Offset Fuel And Execution Risks
American Airlines Group's analyst price target has been revised higher to $15.61 from $14.94 as analysts factor in solid demand trends, firmer fares, and updated expectations for earnings durability, which are reflected in a higher projected future P/E multiple. Analyst Commentary Street research on American Airlines Group has become more active, with several firms revising price targets and reassessing the stock's risk and reward profile.Aggiornamento narrativa • Jun 04
AAL: Demand Resilience And Revenue Initiatives Are Expected To Withstand Higher Fuel Costs
American Airlines Group's analyst fair value estimate edges up to $22.42 from $22.00, reflecting recent Street price target raises toward $18 to $24 as analysts factor in updated views on earnings durability, fuel costs, and balance sheet repair potential. Analyst Commentary Recent research activity around American Airlines Group shows a mix of caution on fuel costs and earnings risk, alongside a cluster of higher fair value views that support the latest fair value estimate.
Aggiornamento narrativa • May 21
AAL: Rising Jet Fuel Costs Will Pressure Margins And Earnings Outlook
American Airlines Group's analyst price target has shifted modestly as mixed revisions across the Street, with some targets raised and others reduced by between $1 and $7, reflecting updated views on fuel cost pressures and revenue resilience. Analyst Commentary Recent research on American Airlines Group has centered on how higher jet fuel assumptions and mixed revenue expectations feed into valuation.Aggiornamento narrativa • May 01
AAL: Higher Fuel Costs Will Constrain Margins And Future Earnings Flexibility
The analyst fair value estimate for American Airlines Group has shifted from $12.68 to $10.00. This reflects how recent Street research has been recalibrating revenue growth, profit margin assumptions, and future P/E expectations in light of higher fuel costs and mixed price target changes across firms.Aggiornamento narrativa • Apr 17
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.Aggiornamento narrativa • Apr 03
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.Aggiornamento narrativa • Mar 19
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.Aggiornamento narrativa • Mar 05
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.Aggiornamento narrativa • Feb 19
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.Aggiornamento narrativa • Feb 05
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.Aggiornamento narrativa • Jan 22
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.Aggiornamento narrativa • Jan 08
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.
Aggiornamento narrativa • Dec 29
The "Big Four" Dominance
1. Fundamental Moat: The "Big Four" Dominance American Airlines is a cornerstone of the US "Big Four" legacy carriers.Aggiornamento narrativa • Dec 23
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.Articolo di analisi • Dec 23
Even With A 26% Surge, Cautious Investors Are Not Rewarding American Airlines Group Inc.'s (NASDAQ:AAL) Performance Completely
American Airlines Group Inc. ( NASDAQ:AAL ) shares have continued their recent momentum with a 26% gain in the last...Aggiornamento narrativa • Dec 09
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.Aggiornamento narrativa • Nov 25
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.Aggiornamento narrativa • Nov 08
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.Aggiornamento narrativa • Oct 25
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.Aggiornamento narrativa • Oct 11
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.Aggiornamento narrativa • Sep 27
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.
Aggiornamento narrativa • Sep 22
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.Aggiornamento narrativa • Sep 12
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.Seeking Alpha • Apr 25
American Airlines: Rating Downgrade On Huge Debt
Summary American Airlines posted a Q1 loss due to soft domestic demand and increased regional airline costs, despite stable revenues year-on-year. The company has pulled its full-year guidance, citing significant uncertainty and weak domestic market conditions impacting main cabin bookings. American Airlines faces a huge debt load, expected to reach $35 billion by 2027, leading to a downgrade from strong buy to speculative buy. The stock is undervalued, but carries significant risk due to operational challenges and high debt, with a revised price target of $18.65. Read the full article on Seeking AlphaSeeking Alpha • Mar 28
American Airlines: Industry Profits Will Fall Until Consolidation Limits Competition
Summary Although American Airlines has fallen by around 40% from its recent peak, its enterprise value is down only around 11-12%. Like most large airlines, American has seen its operating margins compress in the long run due to excessive supply and demand competition over the past decade. Of the largest four US Airlines, American likely has the highest risk of bankruptcy in a recession event, mitigated by the potential for government intervention or a merger. Recent economic data show that air travel demand has stagnated and may decline, given the sharp decline in consumer economic stability. I would avoid most airline stocks as long-term investments until the industry faces a consolidation wave that limits excessive competition among the 'Big Four.' Read the full article on Seeking AlphaNuova narrativa • Mar 20
American 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 thSeeking Alpha • Mar 13
American Airlines' Stock Is Losing Altitude - Here's Why I'm Short
Summary I believe American Airlines’ lowered Q1 guidance signals deeper demand issues, extending beyond leisure into corporate travel, making me skeptical of a quick rebound in 2025. I anticipate that tariffs and government cost-cutting initiatives will hit business travel, a key profit driver for the airline. I find AAL’s price action weak, with the next historical support nearly 25% below current levels. I bought September 2025 $11 puts early on the March 11 session when IV was reasonable. Now, I wouldn’t enter a position at current IV levels considering the 5.5% selloff. I caution that any shift in tariff policies could drive a reversal in price direction, making this a high-risk bet. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
American Airlines: Only The Start
Summary American Airlines Group Inc.'s Q4 results highlight significant improvements in financials despite ongoing headwinds. The expanded AAdvantage loyalty program with Citigroup is set to nearly double pre-tax income over ~5 years. Despite higher debt and new union costs, American Airlines forecasts strong free cash flow and EPS growth in 2025. Investors should consider the current dip to $15 as a solid entry point, with the stock trading at only 5x 2026 EPS targets. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come American Airlines Group guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Jun 26 | 58,337 | -326 | 2,122 | 0 |
| 31 Mar 26 | 55,994 | 202 | 2,054 | 0 |
| 31 Dec 25 | 54,633 | 111 | 1,997 | 0 |
| 30 Sep 25 | 54,294 | 602 | 1,948 | 0 |
| 30 Jun 25 | 54,250 | 567 | 1,933 | 0 |
| 31 Mar 25 | 54,192 | 685 | 1,854 | 0 |
| 31 Dec 24 | 54,211 | 846 | 1,812 | 0 |
| 30 Sep 24 | 53,613 | 275 | 1,773 | 0 |
| 30 Jun 24 | 53,448 | -121 | 1,736 | 0 |
| 31 Mar 24 | 53,169 | 500 | 1,769 | 0 |
| 31 Dec 23 | 52,788 | 822 | 1,799 | 0 |
| 30 Sep 23 | 52,914 | 1,606 | 1,841 | 0 |
| 30 Jun 23 | 52,894 | 2,634 | 1,906 | 0 |
| 31 Mar 23 | 52,261 | 1,772 | 1,921 | 0 |
| 31 Dec 22 | 48,971 | 127 | 1,815 | 0 |
| 30 Sep 22 | 45,210 | -1,608 | 1,684 | 0 |
| 30 Jun 22 | 40,717 | -1,921 | 1,507 | 0 |
| 31 Mar 22 | 34,773 | -2,378 | 1,279 | 0 |
| 31 Dec 21 | 29,882 | -1,993 | 1,098 | 0 |
| 30 Sep 21 | 24,483 | -3,239 | 871 | 0 |
| 30 Jun 21 | 18,686 | -5,808 | 651 | 0 |
| 31 Mar 21 | 12,830 | -7,894 | 432 | 0 |
| 31 Dec 20 | 17,337 | -8,885 | 666 | 0 |
| 30 Sep 20 | 24,622 | -6,293 | 948 | 0 |
| 30 Jun 20 | 33,361 | -3,469 | 1,273 | 0 |
| 31 Mar 20 | 43,699 | -740 | 1,617 | 0 |
| 31 Dec 19 | 45,768 | 1,686 | 2,004 | 0 |
| 30 Sep 19 | 45,393 | 1,596 | 1,578 | 0 |
| 30 Jun 19 | 45,041 | 1,543 | 1,549 | 0 |
| 31 Mar 19 | 44,724 | 1,438 | 1,534 | 0 |
| 31 Dec 18 | 44,541 | 1,412 | 1,520 | 0 |
| 30 Sep 18 | 44,214 | 505 | 1,519 | 0 |
| 30 Jun 18 | 43,619 | 794 | 1,525 | 0 |
| 31 Mar 18 | 43,203 | 1,101 | 1,515 | 0 |
| 31 Dec 17 | 42,622 | 1,282 | 1,477 | 0 |
| 30 Sep 17 | 41,800 | 2,154 | 1,427 | 0 |
| 30 Jun 17 | 41,429 | 2,230 | 1,375 | 0 |
| 31 Mar 17 | 40,565 | 2,316 | 1,333 | 0 |
| 31 Dec 16 | 40,142 | 2,584 | 1,323 | 0 |
| 30 Sep 16 | 40,021 | 5,668 | 1,333 | 0 |
| 30 Jun 16 | 40,134 | 6,624 | 1,350 | 0 |
| 31 Mar 16 | 40,598 | 7,378 | 1,366 | 0 |
| 31 Dec 15 | 40,990 | 7,610 | 1,394 | 0 |
| 30 Sep 15 | 41,520 | 4,926 | 1,399 | 0 |
Guadagni di qualità: AAL al momento non è redditizia.
Margine di profitto in crescita: AAL al momento non è redditizia.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: AAL non è redditizia, ma ha ridotto le perdite negli ultimi 5 anni a un tasso pari a 54.9% all'anno.
Accelerare la crescita: Impossibile confrontare la crescita degli utili di AAL nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia
Guadagni vs Settore: AAL non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Airlines ( 0.5% ).
Rendimento del capitale proprio
ROE elevato: Le passività di AAL superano le sue attività, quindi è difficile calcolare il suo rendimento del capitale proprio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/13 22:41 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
American Airlines Group Inc. è coperta da 37 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Staszak | Argus Research Company |
| Brandon Oglenski | Barclays |
| David Fintzen | Barclays |