American Airlines reported second-quarter 2026 revenue of $16.74 billion, up 16.3% year-over-year, and GAAP EPS of $0.11. The results reflect record quarterly revenue driven by strong demand, which helped mitigate an 83% increase in year-over-year fuel costs.

Key Highlights

  • Achieved record quarterly revenue of $16.7 billion, a 16.3% increase year-over-year, driven by broad strength in domestic, international, and premium travel.
  • Successfully offset nearly 50% of a $2.2 billion year-over-year increase in fuel expense through strong demand and commercial execution.
  • Premium and corporate travel showed significant momentum, with premium passenger unit revenue up 13.4% and managed corporate revenue growing 26% year-over-year.
  • Full-year 2026 adjusted EPS guidance was updated to a range of ($0.65) to $0.65, reflecting the impact of higher anticipated fuel expenses.