American Airlines Stock Earnings Reports
American Airlines Earnings Calls
Release date | Jan 23, 2025 |
EPS estimate | $0.390 |
EPS actual | $0.86 |
EPS Surprise | 120.51% |
Revenue estimate | 13.139B |
Revenue actual | 13.66B |
Revenue Surprise | 3.97% |
Release date | Oct 24, 2024 |
EPS estimate | $0.180 |
EPS actual | $0.300 |
EPS Surprise | 66.94% |
Revenue estimate | 13.499B |
Revenue actual | 13.647B |
Revenue Surprise | 1.10% |
Release date | Jul 25, 2024 |
EPS estimate | $1.05 |
EPS actual | $1.09 |
EPS Surprise | 3.81% |
Revenue estimate | 14.377B |
Revenue actual | 14.334B |
Revenue Surprise | -0.297% |
Release date | Apr 25, 2024 |
EPS estimate | -$0.269 |
EPS actual | -$0.340 |
EPS Surprise | -26.61% |
Revenue estimate | 12.603B |
Revenue actual | 12.57B |
Revenue Surprise | -0.263% |
Last 4 Quarters for American Airlines
Below you can see how AAL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Release date | Apr 25, 2024 |
Fiscal end date | Mar 31, 2024 |
Price on release | $14.13 |
EPS estimate | -$0.269 |
EPS actual | -$0.340 |
EPS surprise | -26.61% |
Date | Price |
---|---|
Apr 19, 2024 | $14.11 |
Apr 22, 2024 | $14.53 |
Apr 23, 2024 | $14.23 |
Apr 24, 2024 | $13.92 |
Apr 25, 2024 | $14.13 |
Apr 26, 2024 | $13.88 |
Apr 29, 2024 | $13.98 |
Apr 30, 2024 | $13.51 |
May 01, 2024 | $13.58 |
4 days before | 0.142% |
4 days after | -3.89% |
On release day | -1.77% |
Change in period | -3.76% |
Release date | Jul 25, 2024 |
Fiscal end date | Jun 30, 2024 |
Price on release | $10.60 |
EPS estimate | $1.05 |
EPS actual | $1.09 |
EPS surprise | 3.81% |
Date | Price |
---|---|
Jul 19, 2024 | $10.58 |
Jul 22, 2024 | $10.69 |
Jul 23, 2024 | $10.48 |
Jul 24, 2024 | $10.17 |
Jul 25, 2024 | $10.60 |
Jul 26, 2024 | $10.62 |
Jul 29, 2024 | $10.43 |
Jul 30, 2024 | $10.76 |
Jul 31, 2024 | $10.64 |
4 days before | 0.189% |
4 days after | 0.377% |
On release day | 0.189% |
Change in period | 0.567% |
Release date | Oct 24, 2024 |
Fiscal end date | Sep 30, 2024 |
Price on release | $12.78 |
EPS estimate | $0.180 |
EPS actual | $0.300 |
EPS surprise | 66.94% |
Date | Price |
---|---|
Oct 18, 2024 | $13.09 |
Oct 21, 2024 | $12.97 |
Oct 22, 2024 | $12.96 |
Oct 23, 2024 | $12.83 |
Oct 24, 2024 | $12.78 |
Oct 25, 2024 | $13.15 |
Oct 28, 2024 | $13.60 |
Oct 29, 2024 | $13.82 |
Oct 30, 2024 | $13.94 |
4 days before | -2.37% |
4 days after | 9.08% |
On release day | 2.90% |
Change in period | 6.49% |
Release date | Jan 23, 2025 |
Fiscal end date | Dec 30, 2024 |
Price on release | $17.03 |
EPS estimate | $0.390 |
EPS actual | $0.86 |
EPS surprise | 120.51% |
Date | Price |
---|---|
Jan 16, 2025 | $18.29 |
Jan 17, 2025 | $18.27 |
Jan 21, 2025 | $18.64 |
Jan 22, 2025 | $18.66 |
Jan 23, 2025 | $17.03 |
Jan 24, 2025 | $16.96 |
Jan 27, 2025 | $17.20 |
Jan 28, 2025 | $17.15 |
Jan 29, 2025 | $17.33 |
4 days before | -6.89% |
4 days after | 1.76% |
On release day | -0.411% |
Change in period | -5.25% |
American Airlines Earnings Call Transcript Summary of Q4 2024
Full Year Adjusted Pre-Tax Profit
$1.8 billion, EPS of $1.96.
Record Free Cash Flow
Generated $2.2 billion in 2024.
Revenue Growth
Total revenue up 4.6% in Q4 year-over-year, suggesting demand strength.
Operational Highlights
- Achieved a total debt reduction of more than $15 billion from peak levels in 2021, reaching $38.6 billion in total debt.
- All major labor workgroups now have multi-year agreements, providing labor cost certainty through 2027.
- Strong performance in premium and business segments, with managed business revenue up 8% year-over-year in Q4.
Strategic Initiatives
- New Credit Card Partnership: Announced a 10-year co-branded credit card agreement with Citi, expected to enhance AAdvantage earnings and significantly increase cash flow from partnerships, forecasting $6.1 billion in cash from co-branded programs in 2024.
- Continued focus on reengineering initiatives, exceeding expected savings by nearly $100 million during 2024, totaling $500 million.
- Fleet Expansion Plans: Aiming to grow long-haul international fleet from around 125 to nearly 200 aircraft by 2029, introducing new premium product offerings and improving customer experience.
Outlook for 2025
- Revenue Growth Guidance: Expecting revenue growth of approximately 4.5% to 7.5%, driven by continued recovery in managed business and leisure segments.
- First Quarter Capacity Expectations: Anticipate capacity to be flat to down 2% year-over-year; full-year capacity projected to increase low-single-digits.
- Forecasting adjusted EPS of approximately $1.70 to $2.70 for the full year.
- Expect cash flow generation to remain strong, targeting more than $2 billion in free cash flow for 2025.
Investor Considerations
- American Airlines is positioned for growth with a focus on improving revenue streams, optimizing costs, and expanding its fleet capability.
- Continued strong performance in premium segments and managed business revenue, vital for sustained profitability.
- Successful execution of strategic partnerships, particularly with Citi, aims to enhance shareholder value and drive business momentum into future years.
Conclusion
American Airlines remains committed to enhancing customer experience while simultaneously focusing on financial discipline and growth. With a strong operational backdrop, a positive outlook for revenue and cash flow, along with prudent cost management strategies, the airline is poised for continued success heading into 2025 and beyond.