Overview
- American posted record revenue but missed Wall Street targets, reporting fourth‑quarter revenue of about $14.0 billion and adjusted EPS of 16 cents with GAAP net income of $99 million.
- Full‑year 2025 net income fell to $111 million as the company cited an estimated $325 million fourth‑quarter revenue hit from the federal government shutdown.
- Management guided to 2026 adjusted EPS of $1.70 to $2.70 and projected a first‑quarter loss of $0.50 to $0.10 per share, with early January revenue intakes up double digits driven by premium and corporate channels.
- American said Winter Storm Fern forced more than 9,000 cancellations and is expected to reduce revenue by $150 million to $200 million, calling it the airline’s largest weather‑related disruption.
- The company detailed fleet and cabin retrofit plans to increase premium seating, while the APFA flight attendants union publicly called for a change in leadership and AAL shares fell after the results.