American Airlines Group マネジメント
マネジメント 基準チェック /34
American Airlines Groupの CEO はRobert Isomで、 Aug2016年に任命され、 の在任期間は 9.75年です。 の年間総報酬は$ 13.87Mで、 9.4%給与と90.6%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.24%を直接所有しており、その価値は$ 18.69M 。経営陣と取締役会の平均在任期間はそれぞれ5.7年と5.4年です。
主要情報
Robert Isom
最高経営責任者
US$13.9m
報酬総額
| CEO給与比率 | 9.37% |
| CEO在任期間 | 9.8yrs |
| CEOの所有権 | 0.2% |
| 経営陣の平均在職期間 | 5.7yrs |
| 取締役会の平均在任期間 | 5.4yrs |
経営陣の近況
Recent updates
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.
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 11CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$202m |
| Dec 31 2025 | US$14m | US$1m | 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$2b |
報酬と市場: Robertの 総報酬 ($USD 13.87M ) は、 US市場 ($USD 8.77M ) の同規模の企業の平均を上回っています。
報酬と収益: Robertの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Robert Isom (61 yo)
9.8yrs
在職期間
US$13,871,825
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | 9.8yrs | US$13.87m | 0.24% $ 18.7m | |
| Executive VP & CFO | 3.3yrs | US$7.11m | 0.045% $ 3.5m | |
| Executive VP & COO | 6.4yrs | US$7.26m | 0.055% $ 4.3m | |
| Executive VP of Corporate Affairs & Chief Legal Officer | 1yr | US$10.12m | 0% $ 0 | |
| Chief Strategy Officer & Vice Chair | 12.4yrs | US$8.65m | 0.17% $ 13.2m | |
| Executive VP and Chief Digital & Information Officer | 3.7yrs | データなし | データなし | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| EVP of Communications and Marketing & Chief Communications Officer | 4.3yrs | データなし | データなし | |
| Chief People Officer | 4.9yrs | データなし | データなし | |
| Senior VP & Deputy General Counsel | no data | データなし | データなし | |
| Senior Vice President of Technical Operations | 7.3yrs | データなし | データなし | |
| EVP of American Eagle | 8.8yrs | データなし | データなし |
5.7yrs
平均在職期間
57.5yo
平均年齢
経験豊富な経営陣: AALの経営陣は経験豊富で経験豊富です（平均在職期間は5.7年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | 4.2yrs | US$13.87m | 0.24% $ 18.7m | |
| Independent Director | 12.4yrs | US$328.30k | 0.014% $ 1.1m | |
| Independent Director | 5.6yrs | US$316.71k | 0.0065% $ 505.1k | |
| Lead Independent Director | 12.4yrs | US$298.87k | 0.030% $ 2.4m | |
| Independent Director | 12.4yrs | US$308.99k | 0.021% $ 1.7m | |
| Independent Director | 10.5yrs | US$307.34k | 0.0099% $ 775.2k | |
| Independent Chairman of the Board | 4.3yrs | US$484.24k | 0.010% $ 795.6k | |
| Independent Director | 5.3yrs | US$310.24k | 0.0063% $ 489.4k | |
| Independent Director | less than a year | US$227.44k | 0% $ 0 | |
| Independent Director | 10.5yrs | US$340.67k | 0.0099% $ 775.2k | |
| Independent Director | 1.8yrs | US$310.81k | 0.0018% $ 140.2k | |
| Independent Director | 3.7yrs | US$311.85k | 0.0048% $ 378.2k |
5.4yrs
平均在職期間
65yo
平均年齢
経験豊富なボード: AALの 取締役会 は 経験豊富 であると考えられます ( 5.4年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/04 14:19 |
| 終値 | 2026/05/04 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
American Airlines Group Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40
| アナリスト | 機関 |
|---|---|
| John Staszak | Argus Research Company |
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |