APA officially in negotiations with ALPA
10-16-2025 | 10:07 AM
#261
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Joined: Mar 2014
Posts: 889
Likes: 24
JFK and LAX have their places, they do hub to hub and serve major markets but running a connecting hub out of either is really stupid, especially for AA there shouldn't be anything smaller than a 319 at any gates there. If we didn't have the America West mentality we would be going after our strengths, which is Latin America, Caribbean and Mexico. Why we aren't using those new super duper 321xlrs to fly Miami to every mid-sized to large city south of the Equator I won't understand. In many markets we would be the only option to north America and beyond. Why we aren't doing LAX or ORD to south America either? I guess being the 4th or 5th airline to fly NYC to Dublin is the way to go. But what do I know maybe the economy in South America is just that bad.
and APA is just a management training program.
and APA is just a management training program.
10-16-2025 | 12:11 PM
#262
Gets Weekends Off
Joined: Mar 2014
Posts: 4,114
Likes: 291
Comparing American Airlines to Spirit Aviation Holdings is asinine. One airline owns zero assets because they burned the entire house down to keep the fire burning. The other has 65 something billion in assets and is making debt payments, in full—on time, but those payments cover the entirety of its yearly cash flow with a lousy few hundred million to spare. Their total cash flow (performance) is what’s concerning when in comparison to their two main competitors. Our saving grace is our business model strongly correlates with where the industry is heading, it’s just being ran very poorly.
As for the rest of your post—I completely agree.
As for the rest of your post—I completely agree.
If we are losing money over the summers that doesn't bode well for winter.
Just because you have assets doesn't mean those aren't leveraged to the hilt like ours are. That's like saying you own your house when the mortgage is 110% if it's value.
AA owes more than its assets are valued.
10-16-2025 | 12:38 PM
#263
Down goes Frazier
Joined: Mar 2023
Posts: 704
Likes: 177
From: AB FO
If you want to place American’s financial performance under a microscope use 2026 as guidance. It’s when their debt obligations are finally reduced and their 10 year Citi deal becomes official.
Last edited by RippinClapBombs; 10-16-2025 at 01:14 PM.
10-16-2025 | 01:45 PM
#264
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Joined: Jan 2014
Posts: 1,546
Likes: 134
From my basic reading 2026 is a big year. For a number of reasons. If we can print money and start XLR service.... Then the future is bright. If not. Yikes
10-16-2025 | 02:55 PM
#265
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Joined: Sep 2025
Posts: 323
Likes: 210
Higher Revenue: Analyst consensus estimates total revenue for 2026 to be around $57.9 Billion (a 6.3% increase from the 2025 estimate).
Credit Card Deal: The new and expanded AAdvantage co-branded credit card agreement with Citi, which starts in 2026, is expected to provide a substantial boost to the loyalty program's profitability.
Operating Margin: The company has a long-term goal for its core operating profitability (Adjusted EBITDAR margin) to be in the 15% to 18% range in 2026 and beyond. A successful jump in this margin would directly contribute to the estimated $1.1 Billion in net income.
Credit Card Deal: The new and expanded AAdvantage co-branded credit card agreement with Citi, which starts in 2026, is expected to provide a substantial boost to the loyalty program's profitability.
Operating Margin: The company has a long-term goal for its core operating profitability (Adjusted EBITDAR margin) to be in the 15% to 18% range in 2026 and beyond. A successful jump in this margin would directly contribute to the estimated $1.1 Billion in net income.
10-16-2025 | 04:27 PM
#266
Gets Weekends Off
Joined: Dec 2011
Posts: 2,039
Likes: 252
From: A320 FO
I'm comparing the fact AA lost money over the summer to Spirit, not the entire airlines financial situation.
If we are losing money over the summers that doesn't bode well for winter.
Just because you have assets doesn't mean those aren't leveraged to the hilt like ours are. That's like saying you own your house when the mortgage is 110% if it's value.
AA owes more than its assets are valued.
If we are losing money over the summers that doesn't bode well for winter.
Just because you have assets doesn't mean those aren't leveraged to the hilt like ours are. That's like saying you own your house when the mortgage is 110% if it's value.
AA owes more than its assets are valued.
10-16-2025 | 05:08 PM
#267
Gets Weekends Off
Joined: Mar 2014
Posts: 4,114
Likes: 291
Did we lose money over the summer? They've guided low which is often a stock price management tactic. We need to wait until next week to see if the quarter was actually a loss. I don't expect it to be a barnburner but I would be less surprised by a small profit than a loss.
Thanks, fair point, I had thought it was already in play.
10-17-2025 | 09:31 AM
#268
Line Holder
Joined: Aug 2014
Posts: 587
Likes: 24
In the first half of 2025 AAL has reported $2.5 billion in free cash flow. We are in a distanced third place but AAL as a corporation isn’t losing money, far from it. After the aggressive debt pay down is over and the new Citi card deal kicks in the quarterly reports will be much better.
10-17-2025 | 09:50 AM
#269
Line Holder
Joined: Sep 2025
Posts: 323
Likes: 210
In the first half of 2025 AAL has reported $2.5 billion in free cash flow. We are in a distanced third place but AAL as a corporation isn’t losing money, far from it. After the aggressive debt pay down is over and the new Citi card deal kicks in the quarterly reports will be much better.
10-17-2025 | 01:29 PM
#270
Gets Weekends Off
Joined: Mar 2021
Posts: 2,847
Likes: 212
Really? Horrible take. How much has that DFW profit been helping us out?Do you know how many premium customers that are either in Chicago or connect through Chicago that pay top dollar for tickets that we lost out on because we decided 10 years ago to reduce our flying there? So sick of hearing that DFW is a money maker for us when we trail our peers by so much.
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