AAL

American Airlines (AAL) reported Q3 2026 earnings that met estimates with a 28-cent loss per share, while record revenues of $16.34B exceeded expectations. However, a 67.5% surge in fuel expenses significantly pressured margins, causing operating income to decline 23.4% year-over-year. The airline expects Q4 adjusted losses of 50 cents to $1.10 per share due to elevated fuel prices and rising costs, with full-year 2026 losses projected between $1 to $1.60 per share.

American Airlines CEO Robert Isom sold 335,199 shares for $4.3 million on September 20, 2026, primarily to meet tax obligations from restricted stock unit vesting. The sale does not indicate lack of confidence in the company. However, the airline industry faces headwinds including higher fuel costs and potential demand weakness, with AAL stock down 22.5% year-to-date compared to the S&P 500's 12.9% gain.

American Airlines is expected to report Q3 2026 earnings on October 22, with Wall Street forecasting a year-over-year earnings decline to -$0.28 per share despite revenue growth to $16.2 billion. The stock carries a Zacks Rank #4 with a negative Earnings ESP of -2.66%, making it unlikely to beat consensus estimates. Southwest Airlines is also expected to report with mixed signals despite a strong year-over-year EPS improvement.

American Airlines stock fell 5.68% on October 14, 2026, significantly underperforming the S&P 500's 1.11% decline. The airline is expected to report earnings on October 22 with a predicted EPS of -$0.28, representing a 64.71% decline year-over-year.

Analyst estimates have declined 493.78% in the past month, resulting in a Zacks Rank of #4 (Sell). The Transportation-Airline industry ranks in the bottom 5% of all industries.

American Airlines (AAL) closed at $13.00, up 1.33% in the latest session. The stock has declined 2.28% over the past month.

The company is scheduled to report earnings on October 22, 2026, with projections showing a loss of $0.31 per share (down 82.35% year-over-year) despite revenue expected to reach $16.12 billion (up 17.74%). American Airlines currently holds a Zacks Rank of #3 (Hold), while the Transportation-Airline industry ranks 233rd out of 250+ industries.

American Airlines stock fell 1.73% on September 30, 2026, underperforming the S&P 500's 0.25% decline. The airline is projected to report negative earnings of -$0.31 per share with an 82.35% year-over-year decline, though revenue is expected to grow 17.74%.

The Zacks Consensus EPS estimate has declined 60.4% over the past month, and the stock holds a Zacks Rank of #3 (Hold). The Transportation-Airline industry ranks in the bottom 6% of all industries.

The article highlights the Zacks Earnings ESP (Expected Surprise Prediction) tool for identifying stocks likely to beat earnings estimates. It features two transportation stocks with positive ESPs: American Airlines (AAL) with a +4.38% ESP and a Hold rating, and United Parcel Service (UPS) with a +1.45% ESP and a Hold rating. Both stocks are positioned as potential earnings beat candidates ahead of their October earnings reports.

Airline stocks rallied on October 21, 2026, following United Airlines' announcement of record third-quarter revenue growth of 17% year-over-year to $17.9 billion. United successfully offset rising fuel costs through higher ticket prices amid resilient customer demand. American Airlines, Delta Air Lines, and other airline peers gained on the positive sector outlook, with American Airlines set to report Q3 earnings on October 22.

American Airlines is projected to report a Q3 2026 loss of 28 cents per share, down 64.71% year-over-year, despite revenues expected to rise 18.35% to $16.20 billion. High fuel costs from Middle East tensions, escalated labor and airport costs, and high debt levels are pressuring profitability, though solid bookings and network optimization support revenue growth.

Delta Air Lines has lowered its 2026 earnings guidance to $5.10-$5.60 per share from $6.50-$7.50, citing surging fuel expenses and rising operating costs. Q3 fuel costs surged 62% to $4.14B, compressing operating margins to 9.4%. Despite strong passenger demand and premium revenue growth, weakening free cash flow and negative earnings revisions raise concerns about the airline's profitability outlook.

Delta Air Lines cut its 2026 adjusted earnings forecast by nearly 25% due to surging jet fuel prices driven by the Iran war, with expected annual fuel costs up $6 billion from 2025. Despite record revenue and strong travel demand, rising fuel expenses are squeezing airline profitability across the sector. Airlines may need to restrain capacity growth in 2027 to protect margins, with other major carriers set to report Q3 earnings showing mixed results.

Delta Air Lines reported disappointing Q3 results, missing earnings and revenue expectations despite record revenue and strong travel demand. Surging fuel costs (up 62% YoY to $4.14B) pressured profitability, prompting management to slash full-year EPS guidance from $6.50-$7.50 to $5.10-$5.60. The airline expects to absorb approximately $6 billion in additional fuel costs this year, highlighting industry-wide challenges.

Delta Air Lines is set to report Q3 2026 earnings on October 9, with consensus estimates showing 14.6% YoY earnings growth to $1.96 per share and 6.2% revenue growth to $17.70 billion. However, elevated fuel costs (up ~40% YoY), refinery outage impacts, and higher labor and operating expenses are expected to pressure profitability despite healthy travel demand. The company's negative Earnings ESP of -2.81% and Zacks Rank #5 rating suggest lower likelihood of beating estimates.

SkyWest expands its fleet with new E175 aircraft deliveries from major partners United, Delta, and American Airlines, while reducing debt and repurchasing shares. However, the company faces headwinds from rising labor, fuel, and maintenance costs that are outpacing revenue growth and pressuring earnings.