American Airlines Group Inc.

NasdaqGS:AAL Stock Report

Market Cap: US$8.9b

American Airlines Group Management

Management criteria checks 3/4

American Airlines Group's CEO is Robert Isom, appointed in Aug 2016, has a tenure of 9.42 years. total yearly compensation is $15.61M, comprised of 8.3% salary and 91.7% bonuses, including company stock and options. directly owns 0.53% of the company’s shares, worth $46.87M. The average tenure of the management team and the board of directors is 5.3 years and 5.1 years respectively.

Key information

Robert Isom

Chief executive officer

US$15.6m

Total compensation

CEO salary percentage8.33%
CEO tenure9.4yrs
CEO ownership0.5%
Management average tenure5.3yrs
Board average tenure5.1yrs

Recent management updates

Recent updates

American Airlines: Mayday, Strong-Sell Confirmed

Jan 29

Even With A 26% Surge, Cautious Investors Are Not Rewarding American Airlines Group Inc.'s (NASDAQ:AAL) Performance Completely

Dec 23
Even With A 26% Surge, Cautious Investors Are Not Rewarding American Airlines Group Inc.'s (NASDAQ:AAL) Performance Completely

American Airlines Group's (NASDAQ:AAL) Earnings May Just Be The Starting Point

Aug 01
American Airlines Group's (NASDAQ:AAL) Earnings May Just Be The Starting Point

When Should You Buy American Airlines Group Inc. (NASDAQ:AAL)?

Jul 14
When Should You Buy American Airlines Group Inc. (NASDAQ:AAL)?

A Piece Of The Puzzle Missing From American Airlines Group Inc.'s (NASDAQ:AAL) 26% Share Price Climb

May 17
A Piece Of The Puzzle Missing From American Airlines Group Inc.'s (NASDAQ:AAL) 26% Share Price Climb

American Airlines: Rating Downgrade On Huge Debt

Apr 25

American Airlines: Industry Profits Will Fall Until Consolidation Limits Competition

Mar 28

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 th

American Airlines' Stock Is Losing Altitude - Here's Why I'm Short

Mar 13

A Piece Of The Puzzle Missing From American Airlines Group Inc.'s (NASDAQ:AAL) Share Price

Mar 05
A Piece Of The Puzzle Missing From American Airlines Group Inc.'s (NASDAQ:AAL) Share Price

American Airlines: Only The Start

Feb 21
User avatar

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 24

American Airlines: Operating Margins Are Improving, But Now 'Priced For Perfection'

Jan 15

American Airlines Is Poised To Continue Its Ascent

Jan 03

American Airlines: No Bankruptcy Fear, But I Watch The Debt Load

Nov 25

American Airlines: Earnings Tailwind Expected While Debt Picture Improves

Oct 19

American Airlines: Look Past S&P 500 Exit

Sep 13

American Airlines: 2025 Refinancing Risks Grow As Air Travel Demand Peaks

Aug 26

American Airlines: Underperformance Continues As Growth Is Sputtering (Rating Upgrade)

Aug 11

American Airlines: Don't Fret Delta's Warning

Jul 13

Dark Clouds Envelop American Airlines (Rating Downgrade)

Jul 02

Why Is American Airlines Stock Down 14%? A Failed Strategy In Focus

May 29

American Airlines: Strong Demand And Young Fleet, Upgrading To A Buy

May 22

American Airlines Earnings Preview: Decent Q1, But Risky Stock

Apr 17

American Airlines: Insatiable Fear

Apr 04

American Airlines: Betting On Another Bailout

Mar 04

CEO Compensation Analysis

How has Robert Isom's remuneration changed compared to American Airlines Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025n/an/a

US$111m

Sep 30 2025n/an/a

US$602m

Jun 30 2025n/an/a

US$567m

Mar 31 2025n/an/a

US$685m

Dec 31 2024US$16mUS$1m

US$846m

Sep 30 2024n/an/a

US$275m

Jun 30 2024n/an/a

-US$121m

Mar 31 2024n/an/a

US$500m

Dec 31 2023US$31mUS$1m

US$822m

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$3b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$5mUS$1m

US$127m

Sep 30 2022n/an/a

-US$2b

Jun 30 2022n/an/a

-US$2b

Mar 31 2022n/an/a

-US$2b

Dec 31 2021US$5mUS$766k

-US$2b

Sep 30 2021n/an/a

-US$3b

Jun 30 2021n/an/a

-US$6b

Mar 31 2021n/an/a

-US$8b

Dec 31 2020US$6mUS$687k

-US$9b

Sep 30 2020n/an/a

-US$6b

Jun 30 2020n/an/a

-US$3b

Mar 31 2020n/an/a

-US$740m

Dec 31 2019US$7mUS$747k

US$2b

Compensation vs Market: Robert's total compensation ($USD15.61M) is above average for companies of similar size in the US market ($USD8.00M).

Compensation vs Earnings: Robert's compensation has been consistent with company performance over the past year.


CEO

Robert Isom (61 yo)

9.4yrs
Tenure
US$15,610,843
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
Robert Isom
CEO, President & Director9.4yrsUS$15.61m0.53%
$ 46.9m
Devon May
Executive VP & CFO3yrsUS$4.92m0.13%
$ 11.2m
David Seymour
Executive VP & COO6.1yrsUS$4.89m0.14%
$ 12.6m
Stephen Johnson
Chief Strategy Officer & Vice Chair12.1yrsUS$6.38m0.28%
$ 24.6m
Ganesh Jayaram
Executive VP and Chief Digital & Information Officer3.3yrsno datano data
Neil Russell
Vice President of Investor Relationsno datano datano data
Anthony Richmond
Executive VP of Corporate Affairs & Chief Legal Officerless than a yearno datano data
Ronald Defeo
EVP of Communications and Marketing & Chief Communications Officer4yrsno datano data
Mecole Brown
Chief People Officer4.6yrsno datano data
Bruce Wark
Senior VP & Deputy General Counselno datano datano data
Kevin Brickner
Senior Vice President of Technical Operations7yrsno datano data
Nathan Gatten
EVP of American Eagle8.4yrsno datano data
5.3yrs
Average Tenure
57yo
Average Age

Experienced Management: AAL's management team is seasoned and experienced (5.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Robert Isom
CEO, President & Director3.8yrsUS$15.61m0.53%
$ 46.9m
Matthew Hart
Independent Director12.1yrsUS$331.24k0.014%
$ 1.2m
Douglas Steenland
Independent Director5.3yrsUS$324.03k0.0065%
$ 576.3k
John Cahill
Lead Independent Director12.1yrsUS$303.67k0.030%
$ 2.7m
Denise O'Leary
Independent Director12.1yrsUS$316.89k0.021%
$ 1.9m
Susan Kronick
Independent Director10.2yrsUS$302.44k0.0099%
$ 884.9k
Gregory Smith
Independent Chairman of the Board4yrsUS$475.68k0.010%
$ 908.1k
Adriane Brown
Independent Director4.9yrsUS$317.23k0.0063%
$ 558.4k
Kathryn Farmer
Independent Directorless than a yearno datano data
Martin Nesbitt
Independent Director10.2yrsUS$340.67k0.0099%
$ 884.9k
Howard Ungerleider
Independent Director1.5yrsUS$165.82k0.0018%
$ 159.7k
Vicente Reynal
Independent Director3.3yrsUS$295.96k0.0048%
$ 430.9k
5.1yrs
Average Tenure
67yo
Average Age

Experienced Board: AAL's board of directors are considered experienced (5.1 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/30 22:38
End of Day Share Price 2026/01/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

American Airlines Group Inc. is covered by 40 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John StaszakArgus Research Company
Brandon OglenskiBarclays
Brandon OglenskiBarclays