American Airlines Gr Option Alert: Mar 21 $17 Calls Sweep (49) near the Ask: 10905 vs 15659 OI

American Airlines Gr Option Alert: Mar 21 $17 Calls Sweep (49) near the Ask: 10905 @ $0.49 vs 15659 OI; Ref=$15.935

American Airlines Gr Option Alert: Dec 19 $13 Puts at the Bid: 5000 vs 15108 OI

American Airlines Gr Option Alert: Dec 19 $13 Puts at the Bid: 5000 @ $1.04 vs 15108 OI; Ref=$15.755

American Airlines Gr Option Alert: Jun, 2026 $10 Puts at the Bid: 9000 vs 47012 OI

American Airlines Gr Option Alert: Jun, 2026 $10 Puts at the Bid: 9000 @ $0.71 vs 47012 OI; Ref=$15.765

American Airlines Group 주식 (NASDAQ: AAL)

American Airlines Group (NASDAQ:AAL) 주식

AMERICAN AIRLINES GROUP INC

American Airlines Group

Anglo American

American Airlines is the world's largest airline by aircraft, capacity, and scheduled revenue passenger miles. Its major US hubs are Charlotte, Chicago, Dallas/Fort Worth, Los Angeles, Miami, New York, Philadelphia, Phoenix, and Washington, D.C. It generates over 30% of US airline revenue connecting Latin America with destinations in the United States. After completing a major fleet renewal, the company has the youngest fleet of US legacy carriers.

American Airlines Gr

Phoenix,,Az,-,December,7,,2019:,Photo,Of,American,Airlines

Technicals

Travel

Trading Ideas

아메리칸 항공 그룹(NASDAQ:AAL)의 주가는 목요일 0.80% 상승한 $10.03 마감했다. 이 주가는 중요한 지지선에 도달한 후 랠리를 이어가고 있다. 이 추세는 계속될 수 있다. 그래서 우리는 이를 오늘의 주식으로 선정했다.

오늘의 주식: 아메리칸 항공이 곧 이륙할까?

Earnings

News

Price Target

Pre-Market Outlook

Markets

Analyst Ratings

아메리칸항공(NASDAQ:AAL)은 4월 24일 목요일 개장 전 1분기 실적을 발표할 예정이다. 애널리스트들은 텍사스주 포트워스에 본사를 둔 아메리카항공이 전년 동기의 주다우34센트 손실 대비 하락한 주당 67센트 손실을 기록할 것으로 예상한다.

아메리칸항공 1분기 실적 발표 임박···월가에서 가장 정확한 애널리스트 의견 변동은?

England - london,March,12th,2019,Planes,Landing,At,London,Heathrow,Airport.

Global

금요일(21일) 런던 히드로공항이 대규모 정전으로 인해 운영을 중단하게 되었다. 이번 중단은 인근 변전소에서 발생한 화재로 인한 것으로, 광범위한 정전이 발생하여 수천 가구에 영향을 미쳤다.

런던 히드로 공항, 화재로 인한 정전으로 폐쇄 예정...항공기 1,300편 이상 영향받아

American Airlines Group, Inc. - Common Stock

American Airlines Group Inc

AALBERTS INDUS NV ORD by A. Alberts Industries

Aalberts NV

WIIM

JBLU

Shares of airline stocks are higher. The Trump administration has reportedly proposed its new air traffic control system plans.

<a href="https://www.youtube.com/watch?v=WElDJC0Q_kQ" title="https://www.youtube.com/watch?v=WElDJC0Q_kQ">https://www.youtube.com/watch?v=WElDJC0Q_kQ</a>

Macro Economic Events

Economics

ULCC

President Trump Says Now In Market To Buy Brand New Air Traffic Control System; Going Out To Bid Very Soon; ATC System Would Cover Entire World

President Trump Says Will Talk Soon With Heads Of Airlines

Shares of major U.S. airlines rose Monday as oil prices fell following OPEC+'s decision to ramp up production. American Airlines Group Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) surged 3.56% to $10.94, Delta Air Lines Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) gained 3.12% to $45.67, and United Airlines Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) rose 2.2% to $75.70.
What To Know: The rally comes after WTI crude futures <a href="https://www.benzinga.com/news/earnings/25/05/45194998/saudi-arabias-oil-power-play-jolts-markets-can-diamondback-and-rivals-survive-the-squeeze">dropped nearly 2%</a>, settling just below $57 per barrel. The decline was triggered by OPEC+'s announcement that it will increase oil production by 411,000 barrels per day in June, adding to similar hikes in April and May.
Altogether, the bloc has reversed nearly half of the voluntary cuts made since 2022, aiming to discipline overproducing members like Iraq and Kazakhstan and reclaim market share.
Read Also: <a href="https://www.benzinga.com/news/earnings/25/05/45201492/ford-stock-slips-ahead-of-q1-earnings-whats-driving-the-action">Ford Stock Slips Ahead Of Q1 Earnings: What&#8217;s Driving The Action?</a>
Lower oil prices are a major tailwind for airlines, which count jet fuel—closely tied to crude prices—as one of their largest operating expenses. Falling fuel costs can significantly improve profit margins, especially for carriers operating on thin margins like American.
With oil now trading well below the <a href="https://www.benzinga.com/news/earnings/25/05/45194998/saudi-arabias-oil-power-play-jolts-markets-can-diamondback-and-rivals-survive-the-squeeze">$65 per barrel</a> threshold, investors on Monday are likely betting that airlines will benefit disproportionately from the energy market shift—explaining Monday's broad gains across the sector.
Read Also: <a href="https://www.benzinga.com/news/25/05/45198174/robinhood-hood-stock-slips-despite-q1-earnings-beat-amid-mixed-analyst-reactions-whats-going-on">Robinhood Stock Slips Despite Q1 Earnings Beat Amid Mixed Analyst Reactions: What&#8217;s Going On?</a>

Airline Stocks Climb As Oil Prices Drop On OPEC+ Output Hike

RYAAY

Shares of airline companies are trading higher amid a drop in the price of crude.

Financial giants have made a conspicuous bearish move on American Airlines Group. Our analysis of options history for American Airlines Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) revealed 11 unusual trades.
Delving into the details, we found 36% of traders were bullish, while 45% showed bearish tendencies. Out of all the trades we spotted, 4 were puts, with a value of $152,277, and 7 were calls, valued at $387,390.
<h3>Expected Price Movements</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $8.0 to $13.0 for American Airlines Group over the recent three months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
In terms of liquidity and interest, the mean open interest for American Airlines Group options trades today is 13547.57 with a total volume of 18,943.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for American Airlines Group's big money trades within a strike price range of $8.0 to $13.0 over the last 30 days.
<h3>American Airlines Group Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746205413_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AAL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/09/25</td>
<td>$0.58</td>
<td>$0.56</td>
<td>$0.57</td>
<td>$10.00</td>
<td>$98.4K</td>
<td>2.2K</td>
<td>2.5K</td>
</tr>
<tr>
<td>AAL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>05/09/25</td>
<td>$0.58</td>
<td>$0.55</td>
<td>$0.58</td>
<td>$10.00</td>
<td>$58.0K</td>
<td>2.2K</td>
<td>6.3K</td>
</tr>
<tr>
<td>AAL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$1.14</td>
<td>$1.1</td>
<td>$1.1</td>
<td>$10.00</td>
<td>$55.0K</td>
<td>16.4K</td>
<td>1.4K</td>
</tr>
<tr>
<td>AAL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/09/25</td>
<td>$0.62</td>
<td>$0.59</td>
<td>$0.62</td>
<td>$10.00</td>
<td>$54.9K</td>
<td>2.2K</td>
<td>3.1K</td>
</tr>
<tr>
<td>AAL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$1.07</td>
<td>$1.03</td>
<td>$1.03</td>
<td>$10.00</td>
<td>$51.5K</td>
<td>16.4K</td>
<td>2.1K</td>
</tr>
</tbody>
</table>

<h3>About American Airlines Group</h3>
American Airlines is the world's largest airline by aircraft, capacity, and scheduled revenue passenger miles. Its major US hubs are Charlotte, Chicago, Dallas/Fort Worth, Los Angeles, Miami, New York, Philadelphia, Phoenix, and Washington, D.C. It generates over 30% of US airline revenue connecting Latin America with destinations in the United States. After completing a major fleet renewal, the company has the youngest fleet of US legacy carriers.
Following our analysis of the options activities associated with American Airlines Group, we pivot to a closer look at the company's own performance.
<h3>Present Market Standing of American Airlines Group</h3>
<ul>
<li>With a trading volume of 49,303,362, the price of AAL is up by 5.83%, reaching $10.62.</li>
<li>Current RSI values indicate that the stock is may be approaching overbought.</li>
<li>Next earnings report is scheduled for 83 days from now.</li>
</ul>
<h3>Professional Analyst Ratings for American Airlines Group</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $10.4.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; In a cautious move, an analyst from Goldman Sachs downgraded its rating to Sell, setting a price target of $8. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Equal-Weight rating for American Airlines Group, targeting a price of $11. 
&#x2A; Consistent in their evaluation, an analyst from UBS keeps a Neutral rating on American Airlines Group with a target price of $9. 
&#x2A; Consistent in their evaluation, an analyst from Raymond James keeps a Outperform rating on American Airlines Group with a target price of $14. 
&#x2A; Consistent in their evaluation, an analyst from Susquehanna keeps a Neutral rating on American Airlines Group with a target price of $10. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for American Airlines Group, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Options

Spotlight on American Airlines Group: Analyzing the Surge in Options Activity

American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) shares continue to trend higher on Thursday. The stock has been rallying after reaching an important support level.
The move may continue. This is why we have made it our Stock of the Day.
There are a lot of old expressions and sayings on Wall Street. Some of them may be outdated, but some are not. One of these is "markets have memories."
In the stock market, certain price levels have more importance than others. These are called support and resistance levels.
If a stock is trending lower, it's because there is more supply than demand. There are more shares for sale than there are to be bought. Traders who wish to get their sell orders executed are forced to push the price lower to get buyers interested.
This makes the stock trend lower.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="581" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/01145141/AAL.2025one-1024x581.png" alt="" class="wp-image-897712" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/01145141/AAL.2025one-1024x581.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/01145141/AAL.2025one-300x170.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/01145141/AAL.2025one-768x436.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/01145141/AAL.2025one.png 1471w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read Also: <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45139222/bitcoin-breaks-96000-ahead-of-pivotal-week">Bitcoin Breaks $96,000 Ahead Of &#8216;Pivotal Week&#8217;</a>
At a support level, the dynamic changes. There is enough demand to absorb all of the supply. This is why downtrends end at these levels.
If a stock is headed higher, it's because there is more demand than supply. There are more shares to be bought than there are for sale. Traders who want to buy are forced to pay premiums and outbid other buyers.
This pushes the stock higher.
When the shares reach resistance, the dynamic changes. There is enough supply to fill all of the demand. Market rallies end at resistance levels.
Market memory refers to the fact that these important price levels can retain their importance for a long period of time. This can be seen on the chart of American Airlines.
When the stock crashed during the COVID-19 pandemic meltdown, it found support around $8.80. Four years later, in July 2024, it found support at this important level again.
Now the stock appears to &#8220;remember&#8221; this level. It has found support at it again.
The last two times it reached $8.80 were each good buying opportunities. &nbsp;Now could be one as well.
Read Next: • <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45139383/us-manufacturing-activity-contracts-in-april-as-tariffs-push-input-prices-toward-3-year-highs">US Manufacturing Activity Contracts In April As Tariffs Push Input Prices Toward 3-Year Highs</a>
Photo: Shutterstock

Stock Of The Day: Is American Airlines About To Takeoff?

<a href="https://www.youtube.com/watch?v=EG2bv8Cjg28">https://www.youtube.com/watch?v=EG2bv8Cjg28</a>
&nbsp;

Politics

General

U.S. Transportation Secretary Duffy Says Trump Administration Will Release Its Plan Next Week On How To Fix Air Traffic Infrastructure

JetBlue Airways Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) is reportedly in talks with United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) over a partnership between the two companies.
What Happened: The New York-based airline is seeking partnerships with other airlines in the U.S. after talks of an alliance with American Airlines Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) fell through in 2023. However, the partnership with United will be different, sources told Reuters on Wednesday.
Sources in the report suggest the partnership will focus on increased connectivity as well as more opportunities for customers to utilize frequent flier miles, but won't coordinate on schedules and pricing.
Interestingly, JetBlue President Marty St. George shared with investors that the airline was negotiating partnerships with other airlines during the company's earnings call.
"We are looking at and we're talking to multiple airlines about domestic partnerships. I think we're getting very close to making announcement, expect to make the announcement this quarter," St. George said.
Why It Matters: News of the possible negotiations comes in as JetBlue has been battling <a href="https://www.benzinga.com/news/earnings/25/04/45070298/jetblue-warns-of-weak-travel-demand-pulls-2025-outlook">a difficult quarter</a>, with the airline sharing at the earnings call that its revenue was down 3.1% YoY and capacity fell 4.3% compared to the last quarter.
"We expect softened demand for off-peak travel to continue into the second quarter, where the booking curve is more exposed to macro uncertainty and deteriorating consumer confidence," St. George said in the call.
JetBlue was<a href="https://www.benzinga.com/general/travel/25/01/42791291/jetblue-fined-2-million-for-chronic-flight-delays-delta-united-rank-among-most-on-time-airlines"> fined $2 million </a>earlier this year by the U.S. Government's Department of Transportation (DOT) for multiple "chronically delayed flights."
The company was <a href="https://www.benzinga.com/general/travel/25/04/44671680/which-us-airline-is-facing-the-strongest-industry-tailwinds">also exploring a possible acquisition </a>of budget air travel company Spirit Airlines (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SAVEQ#OTC">SAVEQ</a>), but talks fell through between the two companies.
Price Action: JBLU is currently trading at $4.18 on the NASDAQ, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/45035715/airbus-finalizes-deal-with-spirit-to-take-over-assets-paving-way-for-boeing-acquisition">Airbus Finalizes Deal With Spirit To Take Over Assets, Paving Way For Boeing Acquisition</a></li>
</ul>
Image Via Shutterstock

SAVEQ

JetBlue In Talks With United Airlines Over Possible Partnership: Report

A rare technical signal is drawing attention on Wall Street, pointing to possible gains for U.S. stocks even as tariff concerns from major <a target="_blank" href="https://www.benzinga.com/markets/25/04/45027002/benzinga-bulls-and-bears-netflix-novavax-intel-and-the-market-begins-to-bounce-back" rel="noreferrer noopener">companies raise risks for the economy</a>.
According to &nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, the S&amp;P 500&nbsp;– as tracked by the&nbsp;SPDR S&amp;P 500 ETF Trust, (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) has gained over 5% in the past five trading sessions, driven by strong buying momentum across sectors. Tesla, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)&nbsp;stock surged 10% to $285.50 Friday afternoon, heading to its best weekly performance of 2025 with a 24% gain.
Particularly, over the last three trading days, more than 70% of stocks on the New York Stock Exchange (NYSE) posted daily gains — a clear sign of widespread market participation.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/04/45022314/wall-street-recovers-dollar-steadies-as-trump-tempers-trade-fight-signals-support-for-powell-this-week-in-markets" rel="noreferrer noopener">Wall Street Recovers, Dollar Steadies As Trump Tempers Trade Fight, Signals Support For Powell: This Week In Markets</a>
The last time a similarly strong buying streak extended to four consecutive days was during the rebound of April 2020, following the pandemic-driven crash.
Ryan Detrick, Chief Market Strategist at Carson Group LLC, highlighted the significance of this rare &#8220;breadth thrust,&#8221; noting that the S&amp;P 500 finished higher one year later in 27 of the past 28 similar instances.
A breadth thrust occurs when a large percentage of stocks rally together over several sessions, indicating broad-based investor enthusiasm rather than isolated leadership among a few mega-cap names. Historically, such patterns have preceded the start of major bull markets.
Detrick <a target="_blank" href="https://x.com/ryandetrick/status/1915749234411794697?s=46&amp;t=ULQgdjrI963eH_sS6HFNXw" rel="noreferrer noopener">posted </a>on X, previously called the Twitter, &#8220;Yet another rare and potentially bullish trigger from this week.&#8221;
While technical indicators point to optimism, economic challenges persist. Executives from companies including American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>), PepsiCo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>), and Procter &amp; Gamble Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) warned that ongoing tariff uncertainty <a target="_blank" href="https://www.benzinga.com/news/earnings/earnings-beats/25/04/45018137/pepsico-posts-in-line-results-guidance-reflects-tariff-costs-analysts-say" rel="noreferrer noopener">complicates planning and may pressure consumer sentiment.</a>
Meanwhile, auto groups representing General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), Volkswagen, and Toyota Motor Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>) urged policymakers to reconsider tariffs on car parts, <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44963985/automakers-are-struggling-with-tariffs-and-ev-competition-say-analysts" rel="noreferrer noopener">citing potential price increases for consumers.</a>
On the contrary, leaders from firms, including 3M Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>) CEO William Brown, <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44921668/3m-stock-surges-after-q1-beat-as-2025-outlook-flags-tariff-pressure" rel="noreferrer noopener">emphasized strategic flexibility </a>to maintain international trade ties, while others, like Steel Dynamics&#8217; Mark Millett, expressed support for certain tariffs, The Wall Street Journal <a target="_blank" href="https://www.wsj.com/business/company-earnings-tariffs-outlooks-2025-2ff68cd7" rel="noreferrer noopener">reports</a>.
Despite macroeconomic headwinds, the breadth thrust suggests underlying resilience in U.S. equities.
Investors may consider prominent names like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), or broader exposure via the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>).
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/large-cap/25/04/45020833/qqq-etf-faces-worst-week-of-outflows-since-november-as-investors-sell-the-tech-rally" target="_blank" rel="noreferrer noopener">QQQ ETF Faces Worst Week Of Outflows Since November As Investors Sell The Tech Rally</a></li>
</ul>
Image: Shutterstock/15 April

Equities

Government

AAPL

AMZN

TSLA

Wall Street Bets On Bulls, Not Tariffs, As Rare 'Breadth Thrust' Lifts Stocks

American Airlines Group Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>), Alaska Air Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) and Southwest Airlines Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>) reported their quarterly results broadly in-line with the tone set by Delta Air Lines Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) and United Airlines Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>), according to JPMorgan.
The Airlines Analyst: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58485285ee7bf6000154d235/jamie-baker">Analyst Jamie Baker</a> maintained ratings, while cutting price targets.
<ul>
<li>American Airlines: Overweight, price target reduced from $26 to $19</li>
<li>Alaska Air Group: Overweight, price target cut from $89 to $73</li>
<li>Southwest Airlines: Underweight, price target trimmed from $30 to $23</li>
</ul>
"Low-end domestic demand is under significant pressure, premium and international remain the bright spots for now, and loyalty returns continue to help cushion the aggregate impact to earnings," Baker said in a note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
American: The company reported adjusted loss of 59 cents per share, slightly better than consensus of 69 cents per share, the analyst stated. "Passenger revenue was roughly flat, on capacity down 1pt YoY," he added. While American Airlines continue to make progress in recapturing its historical share of indirect revenue by yearend, its margin performance has been flat, Baker said.
Alaska Air Group: The company's adjusted loss came in at 77 cents per share, worse than its January guidance of between 70 and 50 cents per share, the analyst stated. "Management cited a 3pt top-line disruption from demand softness during the quarter, which (all things being equal) would have placed the company comfortably ahead of its guidance," he wrote.
Southwest: The company reported an adjusted loss of 13 cents per share. That&#8217;s better than the consensus of 18 cents per share. Total EBIT minus cost of initiatives implies an EBIT loss of $100 million — $447 million worse than in 2024, Baker said.
Price Action: At the time of publication on Friday, shares of:
<ul>
<li>American Airlines had risen by 0.30% to $9.64</li>
<li>Alaska Air had risen by 1.13% to $41.98</li>
<li>Southwest Airlines had declined by 0.95% to $26.19</li>
</ul>
Read More: 
<ul>
<li><a href="https://in.benzinga.com/25/04/44982328/american-airlines-flies-into-uncertainty-q1-revenue-miss-2025-outlook-pulled-but-debt-plan-on-track">American Airlines Flies Into Uncertainty: Q1 Revenue Miss, 2025 Outlook Pulled, But Debt Plan On Track</a></li>
</ul>
Image: Shutterstock

Analyst Color

Reiteration

Airlines Face 'Significant Pressure': Analysts Adjust Expectations After Q1 Results

Raymond James analyst Savanthi Syth maintains American Airlines Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) with a Outperform and lowers the price target from $15 to $14.

Raymond James Maintains Outperform on American Airlines Group, Lowers Price Target to $14

The airline industry is back in the headlines, though not in a way that would make investors cheer. Another batch of earnings releases from large U.S. carriers—American Airlines (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>), Southwest Airlines (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>), and Alaska Air (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>)—has brought a somber message: the skies are cloudy for forward-looking guidance. As these airlines take back their 2025 outlooks in response to escalating macroeconomic uncertainty, investors holding <a href="https://www.benzinga.com/etfs">airline-themed ETFs</a> are replanning their altitude.
ETFs In Focus
These are the three most susceptible ETFs most exposed to the turbulence shaking up the skies:
U.S. Global Jets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JETS#NYSE">JETS</a>)
This is the most widely held airline ETF among most investors, providing access to a portfolio of global airline shares, with a heavy U.S. bias. JETS has large stakes in Delta Air Lines (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>), United Airlines (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NYSE">UAL</a>), American, and Southwest—all of which have watched their share prices spiral downward more than 20% on an average so far into 2025. Needless to say, JETS has declined sharply year to date, almost 23%, both as a result of weaker domestic demand and increasing economic headwinds.
Also Read: <a href="https://www.benzinga.com/etfs/specialty-etfs/25/04/44993378/schd-is-down-but-its-dividend-is-up-and-these-2-etfs-are-quietly-catching-up">SCHD Is Down, But Its Dividend Is Up And These 2 ETFs Are Quietly Catching Up</a>
iShares Transportation Average ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYT#BATS">IYT</a>)
Although not airline-centric, IYT does have high exposure to airlines, along with freight and logistics stocks. The fund has been stressed by weakness within the passenger air travel component, as air travel demand between the U.S. and other countries especially Canada, has been affected due to tariffs and is susceptible to additional challenges if the slowdown permeates to cargo and global travel.
SPDR S&amp;P Transportation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XTN#NYSE">XTN</a>)
XTN provides equal-weighted exposure to the wider transportation space, including regional carriers. It&#8217;s more attuned to under-the-radar participants such as Alaska Air, which have fallen harder than their big-cap peers because they&#8217;ve been more dependent on domestic routes—now the weakest part of the market.
Guidance Cuts
Although first-quarter results were largely better than projected, the actual theater of action is in the empty forecast columns.
American Airlines topped revenue expectations and reported a smaller-than-expected Q1 loss, but <a href="https://www.benzinga.com/25/04/44982328/american-airlines-flies-into-uncertainty-q1-revenue-miss-2025-outlook-pulled-but-debt-plan-on-track">withdrew its full-year forecast</a>, stating visibility is limited and clouds are dense.
Southwest seconded that view, regardless of record Q1 revenue, <a href="https://www.benzinga.com/general/travel/25/04/44968055/southwest-airlines-tosses-out-profit-guidance-amid-macroeconomic-uncertainty-shares-slide-despite-better-than-expected-q1-results">withdrawing earnings guidance for 2025 and 2026</a> after experiencing demand weaken over the course of the quarter.
Alaska Air fell <a href="https://www.benzinga.com/25/04/44976464/alaska-air-hit-by-demand-dip-in-q1-loss-skips-fy25-guidance-update-amid-uncertainty">short on revenue and sharply reduced Q2 expectations</a>, stating it is anticipating a 6 percentage point revenue hit from soft demand.
If investors were expecting clarity, they received fog instead.
Macro Headwinds And Tariff Crosswinds
Aside from consumer demand, geopolitics and trade tensions are also blowing fiercely. Tariffs imposed by President Donald Trump have contributed to growing economic uncertainty, with spillovers affecting airline sentiment. 
Boeing, meanwhile, is seeking to reroute dozens of undeliverable planes originally destined for Chinese customers. &#8220;We have many customers who want near-term deliveries, so we plan to redirect the supply to the stable demand. And we are not going to continue to build aircraft (and ship it) to customers who will not take them,&#8221; Boeing CEO Kelly Ortberg explained <a href="https://www.benzinga.com/markets/equities/25/04/44970516/boeing-adjusts-strategy-amid-trump-tariff-fallout-ceo-kelly-ortberg-says-wont-build-aircraft-for-customers-who-will-not-take-them-as-china-halts-deliveries">in the earnings call.</a>
So far this year, American Airlines has fallen 43%, Southwest is down 22%, Delta and United have slid 30% and 28%, respectively.
The domestic demand drag is evident across the board. Airlines are hoping that international and premium segments, currently holding up, don't catch the same cold, as expressed by TD Cowen analyst Tom Fitzgerald, <a href="https://www.barrons.com/articles/american-southwest-airlines-earnings-stock-price-498f8b9c">cited </a>by Barron&#8217;s. But that's a risky bet in a macro environment where clarity is more elusive than a free in-flight upgrade.
What's Next For Airline ETFs?
Investors are struggling with mixed signals: strong near-term performance in certain segments vs. gigantic uncertainty to come. Fitzgerald warned that airline stocks are likely to remain range-bound until more definitive economic data are available, citing risks to second-half 2025 and 2026 earnings estimates.
While airline ETFs might still be a long-term bargain—currently, investors are in a holding pattern. Until economic skies brighten, it may be best to have that seatbelt tightly buckled.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/04/44947467/voo-vs-vti-buffett-approves-this-battle-for-your-portfolio">VOO Vs. VTI: Buffett Approves This Battle For Your Portfolio</a></li>
</ul>
Photo: Shutterstock

Sector ETFs

ETFs

iShares Dow Jones Transportation Average Index Fund

JETS

Airline Stocks Hit Headwinds As Carriers Cut Guidance, ETFs Enter Turbulence

U.S. equities are pushing higher for a third straight session, eyeing the longest winning streak since the Trump tariff announcement on April 2, as optimism over corporate earnings and easing trade <a href="https://www.benzinga.com/markets">tensions boosts risk sentiment.</a>
Positive quarterly results and robust guidance from U.S. firms is fueling hopes the economy can weather the ongoing tariff headwinds and avoid a recession.
Meanwhile, signs of a potential thaw in the U.S.-China trade conflict emerged, with the White House reportedly considering exceptions for certain Chinese auto parts.
At midday trading in New York, the Nasdaq 100 surged 2.2%, climbing above the 19,000 mark for the first time in two weeks. The S&amp;P 500 advanced 1.5%, while the Dow Jones Industrial Average underperformed, rising 0.9%.
Technology stocks broadly outperformed, with strength concentrated in the Magnificent Seven and the semiconductor space.
Among major movers, ServiceNow Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NASDAQ">NOW</a>) soared 15% after reporting results that beat Wall Street expectations and issuing bullish forward guidance. In contrast, shares of International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) slumped 8% as the tech giant showed lower-than-expected non-GAAP earnings. 
In the consumer staples sector, Procter &amp; Gamble (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) dropped more than 5% after missing revenue estimates.
Treasury yields continued to ease, with yields on the 10-year Treasury down 5 basis points to 4.33%. 
Gold rebounded modestly after suffering a 2.7% slide on Wednesday. Natural gas prices extended their losing streak, plunging 4.9% and heading for a tenth consecutive negative session. 
In the crypto market, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) eased 0.5% to trade at $93,300. 
<h2 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,095.73</td>
<td>2.2%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,456.36</td>
<td>1.5%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,943.95</td>
<td>1.3%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>39,944.47</td>
<td>0.9%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:15 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 1.5% up to $543.71.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.9% to $399.51.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rallied 2.1% to $464.72.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rallied 1.5% to $193.08.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 3%; the&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) lagged, down 0.8%.</li>
</ul>
<h2 class="wp-block-heading">Thursday&#8217;s Stock Movers</h2>
Stocks reacting to earnings included: 
<ul>
<li>Chipotle Mexican Grill, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>): up 0.6%</li>
<li>O'Reilly Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>): down 3.1%</li>
<li>Raymond James Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJF#NYSE">RJF</a>): up 0.7%</li>
<li>Molina Healthcare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>): down 6.4%</li>
<li>Texas Instruments Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>): up 6.0%</li>
<li>FirstEnergy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FE#NYSE">FE</a>): up 0.4%</li>
<li>ServiceNow, Inc. up 14.9%</li>
<li>Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>): up 5.5%</li>
<li>ResMed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RMD#NYSE">RMD</a>): up 10.0%</li>
<li>Discover Financial Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>): up 3.6%</li>
<li>International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>): down 7.6%</li>
<li>Newmont Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>): up 3.6%</li>
<li>Rollins, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROL#NYSE">ROL</a>): up 1.2%</li>
<li>United Rentals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>): up 8.9%</li>
<li>Tyler Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TYL#NYSE">TYL</a>): down 3.0%</li>
<li>Edwards Lifesciences Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>): up 7.1%</li>
<li>Las Vegas Sands Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>): up 5.2%</li>
<li>Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>): down 9.7%</li>
<li>American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>): up 2.3%</li>
<li>PepsiCo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>): down 4.1%</li>
<li>CBRE Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBRE#NYSE">CBRE</a>): up 2.5%</li>
<li>Entergy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>): up 0.4%</li>
<li>The Procter &amp; Gamble Company: down 5.3%</li>
<li>Bristol-Myers Squibb Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>): down 0.2%</li>
<li>Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>): down 0.2%</li>
<li>Valero Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>): down 1.8%</li>
<li>Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>): down 5.3%</li>
<li>Dow Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>): up 2.1%</li>
<li>Willis Towers Watson Public Limited Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>): down 5.2%</li>
<li>Tractor Supply Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>): down 4.8%</li>
<li>Hasbro, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAS#NASDAQ">HAS</a>): up 16.1%</li>
<li>CMS Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMS#NYSE">CMS</a>): up 2.3%</li>
<li>Xcel Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XEL#NASDAQ">XEL</a>): down 1.8%</li>
<li>CenterPoint Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNP#NYSE">CNP</a>): up 1.8%</li>
<li>LKQ Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LKQ#NASDAQ">LKQ</a>): down 10.7%</li>
<li>PG&amp;E Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>): down 0.8%</li>
<li>Keurig Dr Pepper Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KDP#NASDAQ">KDP</a>): down 0.6%</li>
<li>Freeport-McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>): up 5.5%</li>
<li>Merck &amp; Co., Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>): down 0.6%</li>
<li>Nasdaq, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>): down 0.4%</li>
<li>L3Harris Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>): up 0.4%</li>
<li>Pool Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POOL#NASDAQ">POOL</a>): down 6.1%</li>
<li>Dover Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOV#NYSE">DOV</a>): up 1.8%</li>
<li>West Pharmaceutical Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WST#NYSE">WST</a>): down 2.2%</li>
<li>Ameriprise Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMP#NYSE">AMP</a>): down 0.2%</li>
<li>Fiserv, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>): down 16.4%</li>
<li>The Interpublic Group of Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IPG#NYSE">IPG</a>): up 3.4%</li>
<li>Allegion plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALLE#NYSE">ALLE</a>): up 9.7%</li>
<li>Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>): down 3.1%</li>
</ul>
Stocks slated to report earnings after the bell include T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), VeriSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>), Eastman Chemical Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMN#NYSE">EMN</a>), Principal Financial Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PFG#NASDAQ">PFG</a>), Physicians Realty Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOC#NYSE">DOC</a>), The Hartford Financial Services Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIG#NYSE">HIG</a>), Weyerhaeuser Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WY#NYSE">WY</a>), Republic Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>), Digital Realty Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>), Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), Erie Indemnity Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ERIE#NASDAQ">ERIE</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Read also: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44985682/apples-ai-delays-rising-cost-pressures-trigger-price-target-cut-from-bank-of-america">Apple AI Delays, Rising Cost Pressures Trigger Price Target Cut From Bank Of America</a></li>
</ul>
Photo: Shutterstock

Large Cap

$BTC

ALLE

CBRE

CMCSA

SPDR Dow Jones Industrial Average ETF Trust

ERIE

GILD

GOOGL

INTC

LRCX

NDAQ

ORLY

POOL

TMUS

TSCO

VRSN

Select Sector SPDR-Consumer Discretionary

Wall Street Rally Extends Into Third Day: What's Driving Markets Thursday?

American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) stock is trading lower on Thursday after it reported mixed <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/g44974946/american-airlines-reports-first-quarter-2025-financial-results" rel="noreferrer noopener">first-quarter 2025</a> results and withdrew its full-year outlook.
The airline&#8217;s operating revenue declined slightly to $12.55 billion (down 0.15% year-over-year), missing the consensus of $12.36 billion. Total unit revenue rose 0.7% year-over-year, driven by strong international performance.
The airline continued rebuilding revenue from indirect channels and remains on track to return to historical levels by year-end. However, progress was offset by economic uncertainty and the impact of the American Eagle Flight 5342 <a target="_blank" href="https://www.benzinga.com/general/travel/25/01/43343648/all-60-passengers-4-crew-members-onboard-american-airlines-jet-feared-dead-after-midair-collision-official-says" rel="noreferrer noopener">accident</a>.
Related: <a target="_blank" href="https://www.benzinga.com/25/04/44972147/american-airlines-gears-up-for-q1-print-here-are-the-recent-forecast-changes-from-wall-streets-most-accurate-analysts" rel="noreferrer noopener">American Airlines Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street&#8217;s Most Accurate Analysts</a>
The adjusted operating margin was negative at 1.6%, compared to 0.6% a year ago. The company reported an adjusted loss per share of $(0.59), down from $(0.34) a year ago but above the consensus of $(0.65).
The company generated an operating cash flow of $2.456 billion for the quarter, up from $2.18 billion a year ago, and a free cash flow of ~$1.711 billion.
American cut total debt by $1.2 billion in the quarter, bringing reductions since 2021 to $16.6 billion. It aims to lower debt below $35 billion by 2027 and ended the quarter with $10.8 billion in liquidity, plus over $23 billion in borrowing capacity.
The first quarter&#8217;s revenue passenger miles declined by 1.9%. Available seat miles were down by 0.9%, and the passenger load factor was 80.6% compared to 81.5% in the same quarter last year.
The average aircraft fuel price, including related taxes (dollars per gallon), fell 13.3% YoY to $2.48, and the operating cost per ASM rose by 2.9%.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44634938/airline-earnings-at-risk-as-demand-dips-amid-weak-business-travel-low-transborder-traffic-doge-cuts-analyst-says" rel="noreferrer noopener">Airline Earnings At Risk As Demand Dips Amid Weak Business Travel, Low Transborder Traffic, DOGE Cuts: Analyst Says</a>
American and Citi are progressing toward their expanded AAdvantage partnership, which is set to launch in 2026. In Q1, AAdvantage enrollments rose 6%, and co-branded card spending grew 8%, reflecting strong loyalty program engagement.
Q2 Outlook: Based on current demand and fuel trends, American Airlines expects adjusted EPS between $0.50 and $1.00 versus the consensus of $0.99.
Full-year 2025 guidance has been withdrawn, with an update planned once economic conditions stabilize.
&#8220;The actions American has taken over the past several years to refresh our fleet, manage costs and strengthen our balance sheet position us well for the uncertainty our industry is facing,&#8221; stated American&#8217;s CEO Robert Isom.
&#8220;The resiliency of the&nbsp;American Airlines&nbsp;team, combined with the investments we have made to differentiate our network, product and customer experience, give us extreme confidence in our ability to navigate the current environment and deliver strong results for the long term,&#8221; he added.
Price Action: AAL shares are trading 0.64% lower at $9.26 in the premarket as of the last check on Thursday.
Photo: Shutterstock

Guidance

American Airlines Flies Into Uncertainty: Q1 Revenue Miss, 2025 Outlook Pulled, But Debt Plan On Track

Hearing American Airlines CFO Says Company Anticipate Softness In Domestic Main Cabin To Continue

American Airline Says Co Withdrawing FY25 Guidance At This Time

American Airlines Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) is looking for Q2 Adj EPS of $0.50-$1.00 vs $0.99 analyst estimate..

American Airlines Group Sees Q2 Adj EPS $0.50-$1.00 vs $0.99 Est

American Airlines Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) reported quarterly losses of $(0.59) per share which beat the analyst consensus estimate of $(0.65) by 9.23 percent. This is a 73.53 percent decrease over losses of $(0.34) per share from the same period last year. The company reported quarterly sales of $12.55 billion which missed the analyst consensus estimate of $12.60 billion by 0.42 percent. This is a 0.15 percent decrease over sales of $12.57 billion the same period last year.

Earnings Beats

Earnings Misses

American Airlines Group Q1 Adj. EPS $(0.59) Beats $(0.65) Estimate, Sales $12.55B Miss $12.60B Estimate

ADXN

ALEX

AMAL

AMBP

APOG

APPF

BAFN

BCPC

BELFA

BELFB

BFST

BHLB

BWMX

CIVB

CNOB

COUR

CUBI

CURB

DAIO

DGICA

DGICB

FARO

FBIZ

FCFS

FCNCA

FFBC

FRME

GBCI

GLPI

GNFT

GOOG

HELE

HFWA

IBCP

INDV

ITGR

KNSL

KRNY

LADR

LYTS

MBLY

MGRC

MMSI

MOFG

Earnings Scheduled For April 24, 2025

Press Releases

American Airlines Reports Fourth-Quarter and Full-Year 2024 Financial Results

Management

QXO Proposes Full Slate of Independent Directors for Election at Beacon Roofing Supply's 2025 Annual Meeting

Small Cap

Private High-Speed Rail Pioneer iryo Becomes First UATP Rail Merchant in Spain

American Airlines to present at 2025 J.P. Morgan Industrials Conference

HRS, Leading Global Corporate Hotel and Meeting Management Platform, Joins UATP Network

UATP Announces Launch of Latest Issuer, TreviPay

American Airlines Group announces webcast of first-quarter 2025 financial results

Connecting the world: American Airlines to provide complimentary inflight Wi-Fi, sponsored by AT&T

Comments

American Airlines Group

Unusual Options Activity for

뉴스

파트너 / 기고자

벤징가 글로벌

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
02:03 PMFeb 14, 2025	CALL	$17.00	Mar 21, 2025	-51	21018	10905	134	15659	SWEEP	BULLISH
02:18 PMFeb 13, 2025	PUT	$13.00	Dec 19, 2025	222	5021	5000	33	15108	TRADE	BEARISH
01:43 PMFeb 13, 2025	PUT	$10.00	Jun 18, 2026	403	9000	9000	19	47012	TRADE	NEUTRAL