American Airlines Down 30.5% Over Five Years, Merger Rejected

Earnings
โดย 24/7 Wall St.·US·Read original
Summary · why it matters

American Airlines (NASDAQ:AAL) is down 30.5% over five years, while Delta and United have each gained over 100%, leaving American's market cap at roughly $9.2 billion versus Delta's $54.6 billion. Despite absorbing the same fuel shock, Delta delivered a 9% operating margin while American's collapsed to under 3%, with full-year 2026 adjusted EPS guidance reset to a loss of $0.65 to a profit of $0.65. American rejected United's 2026 merger bid on antitrust grounds, leaving CEO Robert Isom to close the unit revenue gap through fleet upgrades and premium cabin expansion alone. The company's debt has been cut from about $54 billion at the pandemic peak to roughly $35 billion, though shareholder equity remains negative at $3.972 billion.

Impact on stocks 5

Industrials± Mixed · 3 stocks
Delta Air Lines Inc
DAL
▲ PositiveCapitalrelevance

Delta gained over 100% and delivered 9% operating margin, contrasting with American's struggles.

United Airlines Holdings Inc
UAL
▲ PositiveCapitalrelevance

United gained over 100% and its merger bid was rejected, but its performance is highlighted positively.

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