•
Mar 31

American Airlines Q1 2025 Earnings Report

American Airlines reported a net loss in Q1 2025 with stable revenues but continued cost pressures.

Key Takeaways

American Airlines posted a net loss of $473 million despite generating $12.6 billion in revenue. The company saw gains in international and loyalty revenue but faced pressures from increased costs and economic uncertainty.

Posted a GAAP net loss of $473 million and an adjusted net loss of $386 million.

Generated $12.6 billion in total revenue, mostly stable year-over-year.

Free cash flow hit $1.71 billion, enabling further debt reduction.

Domestic leisure demand was pressured by economic uncertainty and a tragic flight incident.

Total Revenue
$12.6B
Previous year: $12.6B
-0.2%
EPS
-$0.59
Previous year: -$0.34
+73.5%
Passenger Load Factor
80.6%
Previous year: 81.5%
-1.1%
Yield
$20.2
Previous year: $19.9
+1.4%
Passenger Revenue per ASM
$16.3
Previous year: $16.3
+0.3%
Gross Profit
$1.88B
Previous year: $2.02B
-7.1%
Cash and Equivalents
$931M
Previous year: $604M
+54.1%
Free Cash Flow
$1.71B
Previous year: $1.37B
+24.9%
Total Assets
$62.6B
Previous year: $64.4B
-2.8%

American Airlines

American Airlines

American Airlines Revenue by Segment

American Airlines Revenue by Geographic Location

Forward Guidance

American forecasts Q2 2025 adjusted EPS between $0.50 and $1.00, but withdrew full-year guidance citing economic uncertainty.

Positive Outlook

  • Strong loyalty revenue and card spend growth.
  • Continued recovery in international travel demand.
  • Resilient operational performance in a challenging environment.
  • Free Wi-Fi rollout planned for 2026 to enhance customer experience.
  • Balance sheet strengthening with further debt reduction.

Challenges Ahead

  • Economic uncertainty impacting domestic leisure demand.
  • First-quarter loss driven by increased costs and special items.
  • Reduced revenue from indirect channels still recovering.
  • Tragic flight incident impacted demand and sentiment.
  • Withdrawn full-year guidance highlights uncertainty ahead.

Revenue & Expenses

Visualization of income flow from segment revenue to net income