| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 82 | — | 17.8x | Top tier | |
Growth | 24 | 7.5% | 7.1% | Bottom tier | |
Quality | 30 | 3.3% | 4.5% | Bottom tier | |
Safety | 23 | 9.5x | 2.6x | Bottom tier | |
Capital Return | 92 | — | 2.12% | Top tier | |
Momentum | 45 | 26.1% | 2.9% | Around median | |
Sentiment | 47 | 14 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
American Airlines Group Inc. (AAL) operates as a global airline focused on an extensive North American network connecting its hubs to international markets. It generates revenue from main cabin and premium classes, while enhancing yields through its airport network, the AAdvantage program, and its exclusive credit card partnership with Citi; in fiscal Q2 2026, premium classes accounted for nearly half of ticket revenue despite representing about 30% of seats, while co-branded Citi card spending grew 8% year over year.
In fiscal Q2 2026, the company reported record revenue of $16.7 billion, up 16.3% year over year, net income of $71 million, and earnings per share of $0.11. This equates to an approximate net income margin of 0.4%, illustrating that strong revenue growth did not translate into a wide margin because fuel expense increased by more than $2.2 billion, or 83%, year over year. On a trailing 12-month basis in the latest 2026 data, revenue totaled $58.3 billion, and the company recorded a net loss of $326 million and negative earnings per share of approximately $0.49.
The growth mix was broad-based in fiscal Q2 2026: domestic unit revenue rose approximately 11%, Atlantic 9%, Pacific 15%, and Latin America 7%. Premium unit revenue also increased by more than 13%, compared with approximately 9% for the main cabin, while managed corporate revenue rose 26%, reflecting that the commercial improvement depended on higher-yielding classes, corporate customers, and international markets, rather than capacity growth alone.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is “Neutral,” with an average price target of $19.9, within a wide range of $13 to $25; the average is slightly above the 52-week range high of $18.79, while the highest target is clearly above that high. The wide range and absence of a usable positive price-to-earnings ratio reflect earnings uncertainty, particularly after Goldman Sachs and Jefferies lowered their targets in August 2026 and after fiscal 2026 guidance shifted to a near-break-even scenario.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
Revenue rose 16.3% year over year to $16.7 billion, a quarterly record according to the July 23, 2026 call. Domestic unit revenue grew approximately 11%, Atlantic 9%, Pacific 15%, and Latin America 7%. Managed corporate revenue also increased 26%, and premium revenue rose 19%, making the improvement broad-based across regions and customer types.
The primary reason was higher fuel costs, in addition to the operational impact of the information technology outage mentioned in the August 11, 2026 news. Fuel expense had already increased by more than $2.2 billion, or 83%, in fiscal Q2 2026. As a result, the scenario now included a possible loss in fiscal Q3 2026 and fiscal 2026 results approaching break-even.
Premium classes accounted for nearly half of ticket revenue in fiscal Q2 2026 despite representing about 30% of seats. Their revenue grew 19%, and their unit revenue rose 13%, faster than main cabin revenue growth. The company is supporting this trajectory with Boeing 787-9 and Airbus A321XLR aircraft and upgrades to its 777-300, 777-200, A320, and A319 fleets.
AAdvantage enrollments increased 32% year over year in fiscal Q2 2026, with strong growth in New York City, Chicago, and Los Angeles, and enrollments doubling in London. Spending on the co-branded Citi card portfolio grew 8% during the same period. The exclusive partnership with Citi is a ten-year agreement, but it was still in its early stages according to the July 23, 2026 call.
The company ended fiscal Q2 2026 with liquidity of $11.3 billion after completing approximately $1.3 billion in additional financing during the quarter. It also addressed its only significant maturity in 2027 and expects, at the midpoint of its guidance range, positive free cash flow for fiscal 2026. However, its debt-reduction targets require margin expansion, while fuel costs and capital expenditures of nearly $4 billion in fiscal 2026 remain major pressures.
The consensus rating is “Neutral,” with an average price target of $19.9, within a range of $13 to $25. The average is slightly above the 52-week range high of $18.79, but the large gap between the highest and lowest targets reflects clear divergence in profitability expectations. This divergence intensified after Goldman Sachs and Jefferies lowered their targets in August 2026 because of fuel pressures and a weaker financial outlook.
