Quarterly ResultJul 23, 2026, 07:02 AM
American Airlines Q2 Revenue $16.7B (Record); Adj. EPS $0.15
AI Summary
American Airlines Group Inc. reported record second-quarter 2026 revenue of $16.7 billion, a 16.3% increase year-over-year, driven by strong demand and commercial execution. The company achieved GAAP net income of $71 million ($0.11 per diluted share) and adjusted net income of $99 million ($0.15 per diluted share). Despite a significant increase in fuel expense, American offset nearly 50% of this headwind through higher fares and expects continued revenue momentum into Q3 2026, with revenue growth projected between 16.0% and 19.0%. The full-year adjusted EPS guidance, however, ranges from a loss of $0.65 to a profit of $0.65, reflecting ongoing fuel cost volatility.
Key Highlights
- Record Q2 2026 revenue of $16.7 billion, up 16.3% year-over-year.
- GAAP net income of $71 million, or $0.11 per diluted share for Q2 2026.
- Adjusted net income of $99 million, or $0.15 per diluted share for Q2 2026.
- Fuel expense increased over $2.2 billion (83% YoY), with nearly 50% offset by higher fares.
- Q3 2026 revenue growth expected between 16.0% and 19.0% year-over-year.
- FY 2026 adjusted earnings (loss) per diluted share guidance between ($0.65) and $0.65.
- Managed corporate revenue increased 26% year-over-year in Q2 2026.
- Net Promoter Score (NPS) improved by 5 points year-over-year in Q2 2026.
Price Impact
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