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Jun 30, 2023

American Airlines Q2 2023 Earnings Report

American Airlines reported record quarterly revenue and strong operational performance, driven by continued demand and improved completion factors.

Key Takeaways

American Airlines reported a strong second quarter with record revenue of $14.1 billion, a 4.7% increase year-over-year. The company achieved a net income of $1.3 billion, or $1.88 per diluted share, and generated $1.2 billion in free cash flow. American is raising full-year adjusted EPS guidance to between $3.00 and $3.75 per diluted share.

Record quarterly revenue of $14.1 billion, a 4.7% increase year over year.

Net income of $1.3 billion, or $1.88 per diluted share.

Generated free cash flow of $1.2 billion in the second quarter.

Raising full-year adjusted EPS guidance to between $3.00 and $3.75 per diluted share.

Total Revenue
$14.1B
Previous year: $13.4B
+4.7%
EPS
$1.92
Previous year: $0.76
+152.6%
Yield
$21.6
Previous year: $21.3
+1.7%
Passenger revenue per ASM
$18.6
Previous year: $18.5
+0.9%
Total revenue per ASM
$20.2
Previous year: $20.3
-0.5%
Gross Profit
$4.15B
Previous year: $2.91B
+42.8%
Cash and Equivalents
$614M
Previous year: $401M
+53.1%
Free Cash Flow
$1.2B
Total Assets
$67.3B
Previous year: $68B
-1.0%

American Airlines

American Airlines

American Airlines Revenue by Segment

American Airlines Revenue by Geographic Location

Forward Guidance

The company expects its third-quarter 2023 adjusted earnings per diluted share to be between $0.85 and $0.95. American now expects its full-year 2023 adjusted earnings per diluted share to be between $3.00 and $3.75. The company’s forecasts include the estimated impact of anticipated new labor agreements.

Positive Outlook

  • Third-quarter 2023 adjusted earnings per diluted share to be between $0.85 and $0.95.
  • Full-year 2023 adjusted earnings per diluted share to be between $3.00 and $3.75.
  • Forecasts include the estimated impact of anticipated new labor agreements.
  • Demand trends remain strong.
  • Fuel price forecast is favorable.

Challenges Ahead

  • Guidance excludes the impact of special items.
  • The company is unable to reconcile certain forward-looking projections to GAAP.
  • New labor agreements may impact earnings.
  • Weather and air traffic control challenges.
  • Potential economic slowdown.

Revenue & Expenses

Visualization of income flow from segment revenue to net income