American Airlines Aktie News

American Airlines flight attendants plan to picket at the airline's Fort Worth, Texas, corporate headquarters on Thursday as some unions ramp up pressure on CEO Robert Isom amid lagging profits. The protest is an unusual move outside of contract negotiations.

For years, American Airlines has lagged Delta Air Lines and United Airlines on profitability. Now its unions are turning that gap into a governance issue, pressing directors for accountability at the top.

CEO Robert Isom is facing mounting pressure to bolster the carrier's financial and operational performance.

American Airlines made $111 million last year, while rivals Delta Air Lines and United Airlines posted in $5 billion and more than $3 billion in profit, respectively. Pilot and flight attendant unions have questioned CEO Robert Isom and American's leadership after the carrier posted a fraction of profits than peers and a difficult recovery from winter storms this year.

American Airlines missed Q4 2025 expectations due to soft bookings, the government shutdown, and rising costs, driving margins down to 3.2%. AAL's guidance for Q1 2026 is encouraging, with expected 7%-10% revenue growth and capacity up 3%-5%, despite ongoing cost inflation. High net debt amplifies downside risk from earnings misses, but realized results and forward projections indicate upside.

Citi analyst John Godyn considers all of the airlines he covers to be high-risk investments, except for one.

Now it is American Airlines pilot leaders, meeting this week in Dallas, who are considering whether to call on CEO Robert Isom to step down.

American Airlines says not only is it gaining ground at contested O'Hare Airport, but also it will be profitable there.