American Airlines Reports $14B Q4 Revenue, Plans EPS $1.70–$2.70 in Q1
American Airlines reported record Q4 revenue of $14 billion and full-year revenue of $54.6 billion, while reducing net debt by $2.1 billion despite a $325 million government shutdown hit. CEO Robert Isom sees 7–10% Q1 revenue growth and EPS of $1.70–$2.70 for 2026, spurring target price hikes to $22.
1. Record Q4 Performance
American Airlines delivered record Q4 revenue of $14 billion and full-year revenue of $54.6 billion, while reducing net debt by $2.1 billion despite a $325 million hit from a government shutdown.
2. 2026 First-Quarter Outlook
CEO Robert Isom projects 7–10% revenue growth in Q1 2026 with EPS of $1.70 to $2.70 per share, implying a 10×–16× increase over 2025 earnings.
3. Analyst Target Price Adjustments
BMO Capital raised its target price from $16.75 to $17.00, while JPMorgan lifted its forecast from $20.00 to $22.00, reflecting confidence in continued demand momentum.
4. Consensus Rating and Upside Potential
Of 28 analysts covering the stock, 54% carry Buy ratings and the median target price of $17.32 implies a 27.3% upside, rising to 61.7% at the highest estimate.