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AAL

BEARISH
$11.5 Live
American Airlines Group Inc. · NASDAQ
Target $14.82 (+28.9%)
$9.21 52W Range $16.5

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 23, 2026
Market cap
$7.59B
P/E
67.65
ROE
N/A
Profit margin
0.2%
Debt/Equity
N/A
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
AAL exhibits significant financial distress, characterized by a Piotroski F-Score of 4/9 (Stable) and a critical disconnect between its current price ($11.50) and its growth-based intrinsic value ($1.19). The company suffers from negative shareholders' equity (Price/Book: -2.04) and severe liquidity constraints with a current ratio of 0.50. While analysts maintain a 'Buy' rating based on a low forward P/E of 4.97, the fundamental data shows a collapse in earnings growth (-83.10% YoY) and bearish insider sentiment.

Key Strengths

Low Price-to-Sales ratio (0.14) indicating high revenue relative to market cap
Strong analyst consensus with a target price of $14.82
Low Forward P/E (4.97) suggesting expected earnings recovery
Extremely low PEG ratio (0.11) if growth targets are met
Positive 1-year price performance (+23.5%)

Key Risks

Negative shareholders' equity (Price/Book -2.04) indicating insolvency risk
Severe liquidity risk with a current ratio of 0.50 and quick ratio of 0.35
Catastrophic YoY earnings growth decline of -83.10%
Massive valuation gap between market price and intrinsic value ($1.19)
Bearish insider activity with COO selling shares
AI Fair Value Estimate
Based on comprehensive analysis
$1.19
-89.7% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
23
Weak
Value
20
Future
30
Past
40
Health
25
Dividend
0
AI Verdict
High Risk / Speculative
Key drivers: Negative Equity, Liquidity Crisis, Earnings Collapse, Intrinsic Value Gap
Confidence
90%
Value
20/100

Ref P/E, PEG, Graham Number

Positives
  • Low P/S ratio
  • Low Forward P/E
Watchpoints
  • Negative Price/Book
  • High trailing P/E (67.65)
  • Price far exceeds intrinsic value
Future
30/100

Ref Growth rates

Positives
  • Analyst target price suggests upside
Watchpoints
  • Stagnant revenue growth (2.5%)
  • Severe earnings contraction (-83%)
Past
40/100

Ref Historical trends

Positives
  • Recent 1-year recovery
Watchpoints
  • 5-year return of -45.5%
  • Inconsistent quarterly earnings beats
Health
25/100

Ref Altman Z-Score, Piotroski F-Score

Positives
  • Piotroski F-Score of 4/9 is marginally stable
Watchpoints
  • Current ratio 0.50
  • Negative equity
  • Low ROA (1.71%)
Dividend
0/100

Ref Yield, Payout

Positives
No standout positives identified.
Watchpoints
  • No dividend payments
  • 0/100 dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$11.5
Analyst Target
$14.82
Upside/Downside
+28.9%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for AAL and closest competitors.

Updated 2026-04-22
AAL
American Airlines Group Inc.
Primary
5Y
-45.5%
3Y
-13.7%
1Y
+23.5%
6M
-4.9%
1M
+6.4%
1W
-5.5%
AL
Air Lease Corporation
Peer
5Y
+64.5%
3Y
+54.2%
1Y
+38.3%
6M
+11.7%
1M
+0.3%
1W
+0.2%
ROA
Construction Partners, Inc.
Peer
5Y
+316.0%
3Y
+386.2%
1Y
+62.2%
6M
+9.2%
1M
+7.0%
1W
+5.7%
AWI
Armstrong World Industries, Inc.
Peer
5Y
+142.3%
3Y
+157.4%
1Y
+25.5%
6M
+11.5%
1M
-2.1%
1W
-4.5%
TTE
Tetra Tech, Inc.
Peer
5Y
+25.5%
3Y
+13.6%
1Y
+6.5%
6M
-4.6%
1M
+4.4%
1W
+2.2%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
67.65
Forward P/E
4.97
PEG Ratio
0.11
P/B Ratio
-2.04
P/S Ratio
0.14
EV/Revenue
0.7
EV/EBITDA
9.73
Market Cap
$7.59B

Profitability

Profit margins and return metrics

Profit Margin 0.2%
Operating Margin 3.62%
Gross Margin 22.73%
ROE N/A
ROA 1.71%

Growth

Revenue and earnings growth rates

Revenue Growth +2.5%
Earnings Growth -83.1%
Q/Q Revenue Growth +2.48%
Q/Q Earnings Growth -83.2%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
0.5
Weak
Quick Ratio
0.35
Poor
Cash/Share
$9.8

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$14.0B
Gross Margin
20.0%
Op. Margin
3.5%
Net Margin
0.7%
Total Assets
$61.8B
Liabilities
$65.5B
Equity
$-3.7B
Debt/Equity
-17.57x
Operating CF
$-1.4B
CapEx
$-1.6B
Free Cash Flow
$-3.0B
FCF Yield
209%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-23
$N/A
2026-01-27
$0.16
-54.6% surprise
2025-10-23
$-0.17
+38.2% surprise
2025-07-24
$0.91
+16.7% surprise

Industrials Sector Comparison

Comparing AAL against 355 companies in the Industrials sector (24 bullish, 119 neutral, 212 bearish)
P/E Ratio
67.65
This Stock
vs
75.37
Sector Avg
-10.3% (Discount)
Profit Margin
0.2%
This Stock
vs
7.06%
Sector Avg
-97.1% (Weaker)
Revenue Growth
2.5%
This Stock
vs
90.74%
Sector Avg
-97.2% (Slower)
Current Ratio
0.5
This Stock
vs
3.27
Sector Avg
-84.8% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

DILLON MARY N
Director
Stock Award
2026-03-24
3,031 shares
ISOM ROBERT D JR
Chief Executive Officer
Stock Award
2026-02-17
781,250 shares
SEYMOUR DAVID
Chief Operating Officer
Stock Award
2026-02-17
321,756 shares
OWENS ANGELA
Officer
Stock Award
2026-02-17
100,625 shares
MAY DEVON E
Chief Financial Officer
Stock Award
2026-02-17
311,082 shares
RICHMOND ANTHONY J.
Officer
Stock Award
2026-02-17
241,638 shares
PIEPER NATHANIEL
Officer
Stock Award
2026-02-17
216,722 shares
JOHNSON STEPHEN L
Officer
Stock Award
2026-02-17
442,708 shares
SEYMOUR DAVID
Chief Operating Officer
Sell
2025-12-16
25,595 shares · $409,699
SEYMOUR DAVID
Chief Operating Officer
Sell
2025-12-09
62,507 shares · $938,286
PIEPER NATHANIEL
Officer
Stock Award
2025-11-03
22,488 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-20

American Airlines Group Inc. (AAL) filed an 8-K likely to report its first-quarter 2026 financial results.

8-K
8-K 03.24.2026 NEW DIRECTOR
2026-03-24

American Airlines Group Inc. reported the appointment of a new director on March 24, 2026.

8-K
8-K 03.17.26 JPM INDUSTRIALS CONFERENCE
2026-03-17

American Airlines Group Inc. filed an 8-K to report its participation in the JPM Industrials Conference on March 17, 2026.

8-K
8-K
2026-03-09

American Airlines Group Inc. likely reported its fourth-quarter and full-year financial results for the fiscal year ended December 31, 2025.

10-K
10-K 12.31.25
2026-02-18

American Airlines (AAL) filed its 10-K for the fiscal year ending December 31, 2025, on February 18, 2026. The report includes detailed sections on business operations, risk factors, and management's discussion and analysis, although specific financial metrics and risk details were not provided in the available excerpts.

8-K
8-K 01.27.26 EARNINGS RELEASE AND IR PRESENTATION
2026-01-27

American Airlines Group Inc. (AAL) released its earnings results and an investor relations presentation on January 27, 2026.

10-Q
10-Q 9.30.2025
2025-10-23

American Airlines (AAL) filed its 10-Q for the period ending September 30, 2025. The provided excerpts refer investors to the 2024 Form 10-K for critical accounting policies and Item 1A for risk factors, though no specific financial metrics or risk details were included in the text.

8-K
8-K 10.23.25 EARNINGS RELEASE, INVESTOR PRESENTATION AND IR UPDATE
2025-10-23

American Airlines Group Inc. (AAL) filed an 8-K on October 23, 2025, to report its earnings release and provide an investor presentation and investor relations update.

8-K
8-K 08.06.2025 FIFTH AMENDED AND RESTATED BYLAWS
2025-08-07
8-K
8-K 07.24.25 EARNINGS RELEASE, EARNINGS PRESENTATION, AND IR UPDATE
2025-07-24
10-Q
10-Q 06.30.25
2025-07-24
8-K
8-K 06.11.25 2025 ANNUAL MEETING
2025-06-11
8-K
8-K
2025-05-29
DEF 14A
DEF 14A
2025-04-28
10-Q
10-Q 03.31.2025
2025-04-24
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
24 analysts
UBS
2026-04-15
Maintains
Buy Buy
UBS
2026-03-23
Maintains
Buy Buy
Citigroup
2026-03-20
Maintains
Buy Buy
UBS
2026-03-16
Maintains
Buy Buy
Wells Fargo
2026-03-16
Maintains
Equal-Weight Equal-Weight
Jefferies
2026-03-12
Maintains
Hold Hold
Evercore ISI Group
2026-03-12
Maintains
In-Line In-Line
TD Cowen
2026-03-09
Maintains
Buy Buy
Rothschild & Co
2026-03-05
down
Buy Neutral
Freedom Broker
2026-02-20
init
Buy Hold

Past News Coverage

Recent headlines mentioning AAL from our newsroom.

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