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American loses $382 million in Q1 2026
https://news.aa.com/news/news-detail...4/default.aspx
First-quarter revenue of $13.9 billion First-quarter GAAP net loss of $382 million, or ($0.58) per diluted share Ended the quarter with total debt of $34.7 billion Second-quarter adjusted EPS3 expected to be between ($0.20) and $0.20. Based on the forward fuel curve and the current revenue outlook, the midpoint of the full-year guidance is expected to be approximately flat to 2025, despite a greater than $4 billion increase in expense related to higher prices for jet fuel |
Another disappointing quarter but it looks like things are moving in the right direction after trying all the wrong ones.
Debt is down and revenue is up higher as a percent than DL and UA but we did start at a lower number. |
Things are moving in the right direction. Delta lost almost $300m this quarter also.
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Isom claims AA is “second to none”
https://archive.is/20260423025701/ht...335.0-2335.315
Interviewer: All three major airlines are now 100 years old. How does it feel to be a part of that group, and what does that say about longevity in a volatile industry? Robert Isom: It’s a competitive industry and in that industry I think that we’re second to none. But I think it speaks to those assets that were developed over time. American Airlines has a fantastic set of assets, really underscored by our hubs, furthered by the relationships that we build to get people to wherever they want to go in the world. In that same interview, Isom seems to say that American is the only U.S. airline to offer international lie-flat seats. Interviewer: It feels like every big airline has their own new premium product to roll out. And I know that’s a big part of American’s vision: to reclaim the mantle of premium global airline. What else do you envision as things you’re going (to) accomplish to bring the airline back? Robert Isom: What I’d like to first say is that premium products aren’t new to us. Whether it comes to lie-flat, seats in business class or the only airline that offers a true lie-flat international experience. Of course, customers are going to want more in the places that they want to fly and we’re going to offer it to them. |
$3.4 billion in free cash flow was a nice surprise, not a bad quarter given the doubling of fuel prices.
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Originally Posted by Tayo826
(Post 4026815)
https://archive.is/20260423025701/ht...335.0-2335.315
What exactly is AA second to none in? Mishandled baggage? Involuntary Denied Boardings? Regional Jets? Overall mediocrity? In that same interview, Isom seems to say that American is the only U.S. airline to offer international lie-flat seats. |
Originally Posted by RippinClapBombs
(Post 4026841)
He also stated in the last earnings AA will have more international growth in 2026 than DL/UA combined. What he forgot to mention was the international growth will be with almost all A321’s. They just love taking a route and making it high CASM—industry leading CASM, second to none.
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Originally Posted by RippinClapBombs
(Post 4026841)
He also stated in the last earnings AA will have more international growth in 2026 than DL/UA combined. What he forgot to mention was the international growth will be with almost all A321’s. They just love taking a route and making it high CASM—industry leading CASM, second to none.
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Originally Posted by RippinClapBombs
(Post 4026841)
He also stated in the last earnings AA will have more international growth in 2026 than DL/UA combined. What he forgot to mention was the international growth will be with almost all A321’s. They just love taking a route and making it high CASM—industry leading CASM, second to none.
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Originally Posted by Dunkin
(Post 4026835)
$3.4 billion in free cash flow was a nice surprise, not a bad quarter given the doubling of fuel prices.
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Originally Posted by RippinClapBombs
(Post 4026841)
He also stated in the last earnings AA will have more international growth in 2026 than DL/UA combined. What he forgot to mention was the international growth will be with almost all A321’s. They just love taking a route and making it high CASM—industry leading CASM, second to none.
I was also impressed how quickly we jumped back into VZ. I get it, one flight a day on an RJ, but it shows initiative. Hopefully it grows, and we can see Victoria, Brasilia, Recife, and Manaus on the XLR or NEO. That said I agree with the sentiment on this board that Isom is probably no longer the proper captain to be steering the ship. We need some new leadership in whichever Skyview they work out of. |
Originally Posted by Beech Dude
(Post 4026912)
True and we didn't take as big a dip as Delta did; those 75s chewing through gas aren't so cool nowadays I guess.
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Originally Posted by HVYMETALDRVR
(Post 4026933)
If it increases our profits then so be it. This thing could really undercut DLs broke ass 757s if we execute properly. OTOH If they announce they are parking the -200s with no intent to replace them, then I'd be worried/****ed.
I was also impressed how quickly we jumped back into VZ. I get it, one flight a day on an RJ, but it shows initiative. Hopefully it grows, and we can see Victoria, Brasilia, Recife, and Manaus on the XLR or NEO. That said I agree with the sentiment on this board that Isom is probably no longer the captain to be steering the ship. We need some new leadership in whichever Skyview they work out of. |
Originally Posted by FutureMajor8
(Post 4026937)
Why would delta parking their ERs worry you? My friends at delta say they are old and fly around with a ton of MELs.
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The idea of parking the -200s with no replacement is a doomer obsession around here. The loss of the revenue, both cargo and passenger, would put us in the grave.
No matter how many XLRs we buy. |
Originally Posted by HVYMETALDRVR
(Post 4026941)
EDIT: I was referring to our 777-200s. Like if AA said they are going to park the 200s with no replacement.
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Originally Posted by 8802
(Post 4026974)
The idea of parking the -200s with no replacement is a doomer obsession around here. The loss of the revenue, both cargo and passenger, would put us in the grave.
No matter how many XLRs we buy. " Not enough data and if the international market tanks, we can just park the 200's". My pessimistic side isn't the parking of the 200's without replacement, it is what replaces them because it spells out this managements long haul vision. If the 787-10 replaces the 200's, that spells doom for the 300's being a small fleet and we know AA hates small fleets. If AA goes 350 or 777X, I can feel decent/better about the WB side of the house. |
Originally Posted by WiFly
(Post 4026784)
Things are moving in the right direction. Delta lost almost $300m this quarter also.
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Originally Posted by StoneQOLdCrazy
(Post 4027052)
Great news! Now maybe APA can raise the bar in the next contract cycle instead of being a perennial anchor.
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Originally Posted by StoneQOLdCrazy
(Post 4027052)
Great news! Now maybe APA can raise the bar in the next contract cycle instead of being a perennial anchor.
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AA sucks. My Last choice of any US airline.
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