American Airlines Earnings Calls

Q4 2024 Beat
$0.86 (120.51%)
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%
Q3 2024 Beat
$0.300 (66.94%)
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%
Q2 2024 Beat
$1.09 (3.81%)
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%
Q1 2024 Missed
-$0.340 (-26.61%)
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.

Q1 2024 Missed
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%
Q2 2024 Beat
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%
Q3 2024 Beat
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%
Q4 2024 Beat
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.

American Airlines Earnings History

Earnings Calendar

FAQ

When is the earnings report for AAL?
American Airlines (AAL) has scheduled its earnings report for Apr 24, 2025 before the markets open.

What is the AAL price-to-earnings (P/E) ratio?
AAL P/E ratio as of Feb 12, 2025 (TTM) is 39.73.

What is the AAL EPS forecast?
The forecasted EPS (Earnings Per Share) for American Airlines (AAL) for the first fiscal quarter 2025 is -$0.190.

What are American Airlines's retained earnings?
On its balance sheet, American Airlines reported retained earnings of $13.66 billion for the latest quarter ending Dec 30, 2024.

What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.

Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.

What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
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ABOUT AMERICAN AIRLINES GROUP
American Airlines
American Airlines Group Inc., through its subsidiaries, operates as a network air carrier. The company provides scheduled air transportation services for passengers and cargo through its hubs in Charlotte, Chicago, Dallas/Fort Worth, Los Angeles, Miami, New York, Philadelphia, Phoenix, and Washington, D.C., as well as through partner gateways in London, Madrid, Seattle/Tacoma, Sydney, and Tokyo. As of December 31, 2021, it operated a mainline fle...
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