2Sem.ยท

American Airlines Q2'25 Earnings Highlights

$AAL (+0,49ย %)


๐Ÿ”น Revenue: $14.4B (Est. $14.29B) ๐ŸŸข; Record High

๐Ÿ”น Adjusted EPS: $0.95 (Est. $0.78) ๐ŸŸข


FY25 Guidance (Updated):

๐Ÿ”น EPS: ($0.20) to $0.80 (Est. ($0.01)) ๐Ÿ”ด

๐Ÿ”ธ Midpoint: $0.30

๐Ÿ”ธ Top end achievable if domestic demand improves


Q3 Guidance:

๐Ÿ”น EPS: ($0.60) to ($0.10) (Est. $0.76) ๐Ÿ”ด


Key Business Highlights:

๐Ÿ”น Record revenue driven by premium demand and restored indirect channels

๐Ÿ”น All international entities delivered YoY unit revenue growth

๐Ÿ”น AAdvantage loyalty program active accounts +7% YoY

๐Ÿ”น Co-branded card spend +6% YoY


Operations & Strategy:

๐Ÿ”น Achieved record refining throughput in U.S. Gulf Coast

๐Ÿ”น Free Cash Flow (1H25): $2.5B

๐Ÿ”น Net Debt: $29B

๐Ÿ”น Ongoing investment in tech, fleet, lounges, and Flagship Suiteยฎ

๐Ÿ”น Net Income: $628M adj. / $599M GAAP

๐Ÿ”น Operating Margin: ~8%

๐Ÿ”น Total Liquidity: $12B


CEO Commentary:

๐Ÿ”ธ โ€œWe delivered record revenue in an evolving demand environment.โ€

๐Ÿ”ธ โ€œOur investments in network, loyalty, and customer experience are paying off.โ€

๐Ÿ”ธ โ€œWe remain confident in our long-term strategy despite short-term volatility.โ€

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