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American Airlines upgraded to buy after record $16.7B Q2 revenue and strong demand.

Analyst Insights
29 Jul 2026
Seeking Alpha
View Source
Bullish
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American Airlines was upgraded to a buy rating following its record second-quarter revenue of $16.7 billion, driven by strong demand and a 13% rise in premium unit revenue. Corporate revenue grew 26%, marking the fifth consecutive quarter of double-digit growth. Despite lowering full-year guidance due to higher jet fuel costs, management remains optimistic about demand and pricing. The airline ended Q2 with $11.3 billion in liquidity and expects positive free cash flow and reduced net debt going forward.

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