American Airlines Group Inc.

NasdaqGS:AAL Stock Report

Market Cap: US$6.4b

American Airlines Group Management

Management criteria checks 2/4

American Airlines Group's CEO is Robert Isom, appointed in Aug 2016, has a tenure of 8.67 years. total yearly compensation is $31.44M, comprised of 4.1% salary and 95.9% bonuses, including company stock and options. directly owns 0.54% of the company’s shares, worth $34.31M. The average tenure of the management team and the board of directors is 4.6 years and 7 years respectively.

Key information

Robert Isom

Chief executive officer

US$31.4m

Total compensation

CEO salary percentage4.1%
CEO tenure8.7yrs
CEO ownership0.5%
Management average tenure4.6yrs
Board average tenure7yrs

Recent management updates

Recent updates

American Airlines: Industry Profits Will Fall Until Consolidation Limits Competition

Mar 28
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American Airlines is the ugly duckling in the US airlines industry

Mar 20There'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
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New Citi Partnership And Fleet Expansion Will Boost Customer Experience And Demand

Feb 15 New contracts and partnerships improve cost certainty and revenue, boosting margins and profitability.

Returns At American Airlines Group (NASDAQ:AAL) Appear To Be Weighed Down

Jan 27
Returns At American Airlines Group (NASDAQ:AAL) Appear To Be Weighed Down

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

Is It Time To Consider Buying American Airlines Group Inc. (NASDAQ:AAL)?

Nov 25
Is It Time To Consider Buying American Airlines Group Inc. (NASDAQ:AAL)?

What American Airlines Group Inc.'s (NASDAQ:AAL) 26% Share Price Gain Is Not Telling You

Nov 02
What American Airlines Group Inc.'s (NASDAQ:AAL) 26% Share Price Gain Is Not Telling You

Investors Can Find Comfort In American Airlines Group's (NASDAQ:AAL) Earnings Quality

Oct 31
Investors Can Find Comfort In American Airlines Group's (NASDAQ:AAL) Earnings Quality

American Airlines: Earnings Tailwind Expected While Debt Picture Improves

Oct 19

Returns At American Airlines Group (NASDAQ:AAL) Appear To Be Weighed Down

Oct 14
Returns At American Airlines Group (NASDAQ:AAL) Appear To Be Weighed Down

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 Group Inc.'s (NASDAQ:AAL) Share Price Not Quite Adding Up

Aug 22
American Airlines Group Inc.'s (NASDAQ:AAL) Share Price Not Quite Adding Up

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

Aug 11

American Airlines: Don't Fret Delta's Warning

Jul 13

Slowing Rates Of Return At American Airlines Group (NASDAQ:AAL) Leave Little Room For Excitement

Jul 05
Slowing Rates Of Return At American Airlines Group (NASDAQ:AAL) Leave Little Room For Excitement

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 Group Inc. (NASDAQ:AAL) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Apr 28
American Airlines Group Inc. (NASDAQ:AAL) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

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

American Airlines: Challenging Environment Could Unfold In 2024

Feb 20

American Airlines: Top Value And Growth Stock Flying High (SA Quant)

Feb 14

Why I'm Upgrading American Airlines To Buy

Jan 29

American Airlines: Speculative Buy Ahead Of Q4

Jan 19

CEO Compensation Analysis

How has Robert Isom's remuneration changed compared to American Airlines Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2024n/an/a

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

Sep 30 2019n/an/a

US$2b

Jun 30 2019n/an/a

US$2b

Mar 31 2019n/an/a

US$1b

Dec 31 2018US$7mUS$722k

US$1b

Compensation vs Market: Robert's total compensation ($USD31.44M) is above average for companies of similar size in the US market ($USD8.68M).

Compensation vs Earnings: Robert's compensation has increased by more than 20% in the past year.

CEO

Robert Isom (60 yo)

8.7yrs

Tenure

US$31,438,162

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 & Director8.7yrsUS$31.44m0.54%
$ 34.3m
Devon May
Executive VP & CFO2.3yrsUS$7.94m0.11%
$ 6.7m
Stephen Johnson
Chief Strategy Officer & Vice Chair11.3yrsUS$10.21m0.28%
$ 18.0m
David Seymour
Executive VP & COO5.3yrsUS$3.17m0.14%
$ 8.8m
Ganesh Jayaram
Executive VP and Chief Digital & Information Officer2.6yrsno datano data
Abriell Jackson
Managing Director of Investor Relationsno datano datano data
Bruce Wark
Interim Chief Legal Officerless than a yearno datano data
Ronald Defeo
EVP of Communications and Marketing & Chief Communications Officer3.3yrsno datano data
Mecole Brown
Senior VP & Chief People Officer3.8yrsno datano data
Kevin Brickner
Senior Vice President of Technical Operations6.3yrsno datano data
Nathan Gatten
EVP of American Eagle7.7yrsno datano data
Michelle Earley
Senior VP & Deputy General Counselno datano datano data

4.6yrs

Average Tenure

56.5yo

Average Age

Experienced Management: AAL's management team is considered experienced (4.6 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Robert Isom
CEO, President & Director3.1yrsUS$31.44m0.54%
$ 34.3m
Matthew Hart
Independent Director11.3yrsUS$320.68k0.012%
$ 738.9k
Douglas Steenland
Independent Director4.5yrsUS$307.63k0.0045%
$ 287.4k
John Cahill
Lead Independent Director11.3yrsUS$322.46k0.028%
$ 1.8m
Denise O'Leary
Independent Director11.3yrsUS$313.35k0.019%
$ 1.2m
Susan Kronick
Independent Director9.4yrsUS$310.41k0.0080%
$ 508.7k
Michael Embler
Independent Director11.3yrsUS$316.48k0.011%
$ 675.3k
Gregory Smith
Independent Chairman of the Board3.3yrsUS$506.70k0.0056%
$ 358.6k
Adriane Brown
Independent Director4.2yrsUS$301.18k0.0043%
$ 274.7k
Martin Nesbitt
Independent Director9.4yrsUS$336.59k0.0080%
$ 508.7k
Howard Ungerleider
Directorless than a yearno datano data
Vicente Reynal
Independent Director2.6yrsUS$296.65k0.0029%
$ 183.8k

7.0yrs

Average Tenure

64yo

Average Age

Experienced Board: AAL's board of directors are considered experienced (7 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/13 15:00
End of Day Share Price 2025/04/11 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 46 analysts. 19 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
Lindsay BettiolAtlantic Equities LLP
Fred LowranceAvondale Partners