American Airlines Group (AAL) Projected to Post Earnings on Thursday

Key Points

• Q1 2026 earnings are due before the open on April 23; analysts expect $0.992 EPS and $16.13 billion in revenue, while American's guidance is Q1 EPS of -0.50 to -0.10 and FY‑2026 EPS of 1.70–2.70.
• United–American merger rumors and heavy call‑option buying are driving a short‑term rally, but any deal faces substantial regulatory/antitrust risk and American's weak fundamentals (low market cap, negative book value, high leverage) raise execution and financing concerns.
• Wall Street's consensus is a Hold with an average price target of $15.09; AAL trades near $12.17 with a market cap of $8.04 billion and a P/E around 71.6.

American Airlines Group (NASDAQ:AAL - Get Free Report) is anticipated to post its Q1 2026 results before the market opens on Thursday, April 23rd. Analysts expect American Airlines Group to post earnings of $0.9920 per share and revenue of $16.1319 billion for the quarter. American Airlines Group has set its Q1 2026 guidance at -0.500--0.100 EPS and its FY 2026 guidance at 1.700-2.700 EPS. Interested persons are encouraged to explore the company's upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Thursday, April 23, 2026 at 8:30 AM ET.

American Airlines Group (NASDAQ:AAL - Get Free Report) last released its earnings results on Tuesday, January 27th. The airline reported $0.16 earnings per share for the quarter, missing analysts' consensus estimates of $0.38 by ($0.22). American Airlines Group had a negative return on equity of 5.90% and a net margin of 0.20%.The firm had revenue of $14 billion for the quarter, compared to analyst estimates of $14.12 billion. During the same period last year, the business earned $0.86 earnings per share. The firm's quarterly revenue was up 2.5% compared to the same quarter last year. On average, analysts expect American Airlines Group to post $2 EPS for the current fiscal year and $3 EPS for the next fiscal year.

American Airlines Group Stock Up 0.3%

Shares of AAL opened at $12.17 on Thursday. The stock's 50-day moving average price is $12.08 and its 200 day moving average price is $13.23. The firm has a market capitalization of $8.04 billion, a price-to-earnings ratio of 71.59 and a beta of 1.25. American Airlines Group has a 12-month low of $8.96 and a 12-month high of $16.50.

Hedge Funds Weigh In On American Airlines Group

A number of hedge funds have recently modified their holdings of AAL. NewEdge Advisors LLC lifted its position in shares of American Airlines Group by 6.6% during the 2nd quarter. NewEdge Advisors LLC now owns 13,251 shares of the airline's stock worth $149,000 after buying an additional 823 shares during the period. US Bancorp DE grew its position in American Airlines Group by 7.9% in the third quarter. US Bancorp DE now owns 13,469 shares of the airline's stock valued at $151,000 after acquiring an additional 983 shares during the period. Empowered Funds LLC raised its stake in American Airlines Group by 5.6% during the fourth quarter. Empowered Funds LLC now owns 18,699 shares of the airline's stock worth $287,000 after acquiring an additional 988 shares in the last quarter. Aptus Capital Advisors LLC raised its stake in American Airlines Group by 8.8% during the third quarter. Aptus Capital Advisors LLC now owns 13,203 shares of the airline's stock worth $148,000 after acquiring an additional 1,070 shares in the last quarter. Finally, Thrivent Financial for Lutherans lifted its holdings in shares of American Airlines Group by 0.7% during the second quarter. Thrivent Financial for Lutherans now owns 155,284 shares of the airline's stock valued at $1,742,000 after acquiring an additional 1,110 shares during the period. 52.44% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting American Airlines Group

Here are the key news stories impacting American Airlines Group this week:

• Positive Sentiment: Merger rumors are the primary driver of the rally — traders are pricing a possible United–American tie-up that could lift AAL shares in the near term. Sky-High Stakes: United and American Merger Rumors
• Positive Sentiment: Unusually large call-option buying indicates speculative bullish positioning that can amplify short-term upside if talk persists (high gamma and squeeze dynamics).
• Positive Sentiment: Recent easing in jet-fuel pressure (after de‑escalation headlines) provides some operating-cost relief for carriers, supporting sentiment across the sector. Sky-High Stakes: United and American Merger Rumors
• Neutral Sentiment: Upcoming earnings: American reports next on April 23 — results and guidance will be decisive for medium-term direction beyond rumor-driven moves. American Airlines earnings report date
• Negative Sentiment: Regulatory and antitrust risk is large — a combined carrier would control a dominant share of U.S. capacity, making DOJ/FTC opposition likely and any deal far from assured. United CEO Kirby raised potential tie-up with American
• Negative Sentiment: American's fundamentals are weak (low market cap, negative book value, high leverage), which raises execution and financing risks if a large deal were pursued or if the rumor fails to materialize. Sky-High Stakes: United and American Merger Rumors
• Negative Sentiment: Analysts are skeptical — several firms note the likelihood of significant divestitures or outright rejection; if regulators block a deal, AAL shares could reverse sharply. What a United-American merger would mean, from antitrust hurdles to airfare

Wall Street Analyst Weigh In

Several analysts have recently weighed in on AAL shares. Sanford C. Bernstein reissued an "outperform" rating on shares of American Airlines Group in a report on Wednesday, January 28th. Susquehanna upgraded American Airlines Group from a "neutral" rating to a "positive" rating and upped their target price for the company from $14.00 to $20.00 in a research note on Friday, January 9th. JPMorgan Chase & Co. raised their target price on American Airlines Group from $20.00 to $22.00 and gave the stock an "overweight" rating in a research report on Wednesday, January 28th. Barclays boosted their price target on shares of American Airlines Group from $12.00 to $16.00 and gave the company an "equal weight" rating in a report on Monday, January 12th. Finally, Bank of America increased their price objective on shares of American Airlines Group from $15.00 to $17.00 and gave the company a "neutral" rating in a research note on Tuesday, January 6th. Six investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and an average price target of $15.09.

American Airlines Group Company Profile

American Airlines Group Inc is a leading global airline holding company headquartered in Fort Worth, Texas. Formed in December 2013 through the merger of AMR Corporation (parent of American Airlines) and US Airways Group, the company operates one of the world's largest passenger and cargo networks. Its subsidiaries include American Airlines, which provides mainline service, and American Eagle, a network of regional carriers operating short- and medium-haul routes on behalf of the mainline carrier.

The company offers scheduled air transportation for passengers and cargo to more than 350 destinations in over 50 countries.

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