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Dec 31, 2025
American Airlines Q4 2025 Earnings Report
American Airlines posted record Q4 revenue and returned to profitability despite government shutdown disruptions.
Key Takeaways
American Airlines reported strong Q4 2025 results with $14.0 billion in revenue and a net income of $99 million, overcoming a $325 million impact from a government shutdown.
Achieved record Q4 revenue of $14.0 billion
Net income reached $99 million despite a $325 million shutdown impact
Adj. EPS came in at $0.16
Premium products continued to outperform main cabin offerings
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
American Airlines expects strong revenue and earnings growth in FY 2026 despite a weather-related disruption in Q1.
Positive Outlook
- Full-year adjusted EPS guidance of $1.70 to $2.70
- Expected free cash flow > $2 billion
- Q1 2026 revenue expected to grow 7%-10%
- Unit revenue to be solidly positive in Q1
- Bookings in premium cabins and corporate channels are strong
Challenges Ahead
- Winter Storm Fern caused over 9,000 flight cancellations
- Q1 capacity reduced by ~1.5 points due to the storm
- Estimated $150M–$200M negative revenue impact from weather
- Q1 CASM-ex to increase ~1.5 points
- Q1 adjusted loss per share projected between $0.10 and $0.50
Historical Earnings Impact
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Avg. Return Before/After Earnings
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