For the quarter ended December 2025, American Airlines (AAL) reported revenue of $14 billion, up 2.5% over the same period last year. EPS came in at $0.16, compared to $0.86 in the year-ago quarter.
The reported revenue represents a surprise of -0.52% over the Zacks Consensus Estimate of $14.07 billion. With the consensus EPS estimate being $0.38, the EPS surprise was -57.85%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how American Airlines performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Operating cost per ASM excluding net special items and fuel - Total: 14.51 cents compared to the 14.49 cents average estimate based on four analysts.
- Operating cost per ASM excluding net special items - Total: 18.14 cents versus 18.01 cents estimated by four analysts on average.
- Passenger load factor (percent) - Total: 82.7% versus the four-analyst average estimate of 84.7%.
- Average aircraft fuel price including related taxes - Total: 2.42 $/gal versus the four-analyst average estimate of 2.37 $/gal.
- Passenger revenue per ASM - Total: 17 cents versus 17.23 cents estimated by four analysts on average.
- Total revenue per ASM - Total: 18.8 cents versus the four-analyst average estimate of 18.96 cents.
- Available seat miles - Total: 74.47 billion compared to the 74.49 billion average estimate based on four analysts.
- Yield - Total: 20.55 cents versus 20.27 cents estimated by three analysts on average.
- Fuel consumption - Total: 1,114.00 MGal versus the three-analyst average estimate of 1,106.50 MGal.
- Revenue- Passenger: $12.66 billion compared to the $12.8 billion average estimate based on five analysts. The reported number represents a change of +2.1% year over year.
- Revenue- Other: $1.12 billion versus $1.09 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.5% change.
- Revenue- Cargo: $226 million compared to the $221.75 million average estimate based on four analysts. The reported number represents a change of +2.7% year over year.
View all Key Company Metrics for American Airlines here>>>
Shares of American Airlines have returned -3.8% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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American Airlines Group Inc. (AAL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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