Market Overview - Pre-market futures are mixed but showing signs of weakening, following record high closes on the S&P 500, with profit-taking being a potential factor [1] - The tech-heavy Nasdaq is up by 42 points (+0.18%), while the Dow is down by 300 points (-0.67%) due to UnitedHealth's DOJ probe [2] Job Market Data - Initial Jobless Claims decreased to 217K, marking the lowest level in 14 weeks and the sixth consecutive week of decline [3] - Continuing Claims are reported at 1.955 million, slightly above the previous week's revised figure, indicating a stall just below 2 million [4] Q2 Earnings Reports - American Airlines (AAL) reported earnings of 95 cents per share, exceeding expectations by +20.25%, but shares fell -6% due to warnings of softer demand [5] - Honeywell (HON) surpassed earnings expectations with $2.75 per share, a +4.2% increase from the previous year, but shares are down -2.7% as the company plans to split into three segments [6] - Union Pacific (UNP) reported earnings of $3.03 per share, beating expectations by +4.84%, with revenues of $6.2 billion also exceeding forecasts, though shares are down -3% [7] Economic Indicators - S&P flash Services PMI for July is expected to rise to 53.2, while Manufacturing PMI is anticipated to dip to 52.7, both remaining above the growth threshold of 50 [8][9] - New Home Sales for June are projected at 645K units, an increase from 623K in the previous month, despite disappointing Existing Home Sales figures [10] Upcoming Earnings Reports - Intel and Deckers Outdoor are scheduled to report their Q2 earnings after the market closes today [11]

Financial Performance - For the quarter ended June 2025, American Airlines reported revenue of $14.39 billion, a 0.4% increase year-over-year, and EPS of $0.95, down from $1.09 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $14.29 billion by 0.73%, while the EPS surprise was +20.25% compared to the consensus estimate of $0.79 [1] Key Metrics - Operating cost per ASM excluding net special items and fuel was 13.59 cents, slightly below the average estimate of 13.64 cents [4] - Passenger load factor was 84.7%, marginally below the average estimate of 84.8% [4] - Average aircraft fuel price was $2.29 per gallon, lower than the estimated $2.38 per gallon [4] Revenue Breakdown - Domestic passenger revenue was $9.16 billion, below the average estimate of $9.25 billion, representing a year-over-year decline of 2% [4] - Total international passenger revenue was $3.96 billion, exceeding the average estimate of $3.84 billion, with a year-over-year increase of 2.7% [4] - Revenue from cargo was $211 million, surpassing the estimated $201.19 million, reflecting an 8.2% increase year-over-year [4] Stock Performance - Shares of American Airlines have returned +14.7% over the past month, outperforming the Zacks S&P 500 composite's +5.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

American Airlines reissued full-year adjusted earnings guidance, setting a lower target than it had earlier in the year before tariffs and a domestic travel slowdown prompted major airlines to withdraw their outlooks https://t.co/56x3uWPV6Q ...

American Airlines CEO Robert Isom on Thursday said recent weather-related delays and cancellations have hit the carrier "harder than anyone," but that adding more air traffic controllers will eventually help address the issue. ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Financial Data and Key Metrics Changes - American Airlines reported an adjusted pretax profit of $869 million for Q2 2025, with earnings per share of $0.95, which is at the high end of the guidance provided earlier [7][21] - The company achieved record revenue of $14.4 billion in Q2 2025, reflecting a year-over-year increase of 0.4% [9][21] - The operating margin for Q2 was approximately 8%, with unit costs (excluding fuel and net special items) up 3.4% year-over-year [21][22] - Free cash flow for the quarter was $791 million, contributing to a total of $2.5 billion in the first half of the year [23][24] Business Line Data and Key Metrics Changes - Long-haul international PRASM increased by 5% for Atlantic routes and approximately 1% for Pacific routes, driven by strong demand in premium cabins [10] - Domestic unit revenue decreased by approximately 6% year-over-year, with expectations for improvement in the latter part of Q3 [11][26] - Managed business revenue grew by 10% year-over-year, outperforming broader industry growth [12] Market Data and Key Metrics Changes - The company experienced a 36% increase in disruptive operational events compared to the previous year, primarily due to significant storm activity [18][19] - Domestic capacity is expected to increase by approximately 5% during the July peak, but will slow to about 2% in August and decrease by 1% in September [26] Company Strategy and Development Direction - The company is focused on enhancing customer experience, operational excellence, and driving efficiencies throughout the airline [8][9] - American Airlines plans to expand its premium seating and improve its network, particularly in strategic hubs like Chicago, New York, and Philadelphia [14][15] - The company aims to restore its historical share of indirect channel revenue by the end of 2025, which is projected to represent $1.5 billion in revenue [62] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the recovery of domestic demand in the latter half of the year, despite challenges faced in the first half [28][29] - The company anticipates sequential improvement in revenue performance each month in Q3, with July expected to be the low point [26][42] - Management highlighted the resilience of the business and the team's ability to navigate a challenging operating environment [28][29] Other Important Information - The company raised $1 billion through a loyalty term loan financing, which was used to cash settle a convertible note [23] - American Airlines ended Q2 with approximately $38 billion in total debt and $29 billion in net debt, the lowest net debt levels since Q3 2015 [23] Q&A Session Summary Question: What percentage of American's flying loses money? - Management indicated that they do not base operations on competitors' perceptions and highlighted their strong hub and spoke network [34][35] Question: Can you provide insights on domestic performance from July to September? - Management noted that July has been challenging but expects about 65% of revenue on the books for Q3, with optimism for August and September [42][44] Question: What are the headwinds faced in the first half of the year? - Management acknowledged a tough first half but expects tailwinds from improving domestic demand and new credit card agreements with Citi [48][49] Question: How does American plan to improve customer experience? - Management will measure improvements through Net Promoter Scores and revenue performance, focusing on premium customer service enhancements [84][86] Question: What is the outlook for capacity and unit costs? - Management expects capacity to increase in Q4, with unit costs projected to be up around 3.5% as they continue to manage costs effectively [52][98]

American Airlines (AAL) Q2 2025 Earnings Call July 24, 2025 08:30 AM ET Speaker0Thank you for standing by and welcome to American Airlines Group's Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speaker presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. To remove yourself from the queue, you may press 11 again.I would now like to hand the ...

American Airlines (AAL) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $1.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +20.25%. A quarter ago, it was expected that this world's largest airline would post a loss of $0.69 per share when it actually produced a loss of $0.59, delivering a surprise of +14.49%.Over the last four quarter ...

Group 1 - The core viewpoint of the article highlights that American Airlines (AAL.US) reported a 0.4% year-over-year revenue increase to $14.4 billion in Q2, exceeding analyst expectations of $14.3 billion, but net profit fell by 16.4% to $599 million [1] - Adjusted earnings per share (EPS) for Q2 were $0.95, surpassing the analyst consensus of $0.75 [1] - Despite better-than-expected Q2 results, the company's 2025 earnings guidance was disappointing, with adjusted EPS projected between -$0.2 and $0.8, with a midpoint of $0.3, lower than the analyst expectation of $0.72 [1] Group 2 - American Airlines' outlook for the second half of the year contrasts sharply with the more optimistic forecasts from United Airlines (UAL.US) and Delta Airlines (DAL.US) [1] - The company noted that if the domestic market continues to strengthen, its full-year performance could reach the upper end of its guidance range, while new macroeconomic weaknesses could push it to the lower end [1] - CEO Robert Isom mentioned that July was a challenging month due to weak consumer demand, but he believes that supply-demand conditions will become more favorable for airlines in 2025 [2]

2 Commercial update Sales and distribution progress American Airlines Group Inc. SECONER IAL July 24, 2025 2023 2024 2025 YTD Q2 +7% YTD % contribution to premium revenue ~77%1 ~74% ~75% +18% YTD Q2 2025 Q3 2025E Q2 2024 Q3 2024 Q4 2024 Q1 2025 Historical Share ~ (2%) (3% Initial Expectation (5%) (7%) (9%) (10%) (11%) Indirect Channel Flown Revenue Performance¹ 1. Indirect revenue channels contributed over $14B in annual revenue in 2023. Q3 2025E based on current expectations Source: Internal data Revenue s ...