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北京时间·🕒 发布 07-23 19:03:01时区推断·⟳ 抓取 07-23 19:08:33·⚡ 决策 07-24 08:35:49 +13h27m·95.7 天前
美国航空Q2收入创新高但Q3和全年EPS指引低于预期
Q2 Non-GAAP EPS 0.15美元和收入167.4亿美元略超预期，但Q3 EPS指引为亏损0.70至0.10美元，明显低于0.31美元共识。
📄 原文Seeking Alpha↗ 原文
American Airlines Non-GAAP EPS of $0.15 beats by $0.10, revenue of $16.74B beats by $50M
American Airlines press release ( AAL ): Q2 Non-GAAP EPS of $0.15 beats by $0.10 . Revenue of $16.74B (+16.2% Y/Y) beat…
不做 美国航空（AAL.US）
同一AAL二季度业绩与后续EPS指引下修催化已处理，当前为重复来源，不重复决策。
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研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 high · price-in 风险 high ↗
关键理由
- Q2 Non-GAAP EPS 0.15美元和收入167.4亿美元略超预期，但Q3 EPS指引为亏损0.70至0.10美元，明显低于0.31美元共识。
- 全年EPS指引为亏损0.65美元至盈利0.65美元，低于0.60美元共识附近的市场期待。
- 同一美国航空业绩与指引下修催化已在近72小时处理，当前不重复推风险或交易。
主要风险
- AAL.US已在事件日收跌8.35%，重复信号不再提供新增空头执行边界。
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原文全文
展开原文 · 817 字
American Airlines
press release
(
AAL
): Q2 Non-GAAP EPS of $0.15
beats by $0.10
.
Revenue of $16.74B (+16.2% Y/Y)
beats by $50M
.
Record revenue of $16.7 billion, up 16.3% year over year, the highest quarterly revenue in company history, driven by strong performance across American's four commercial pillars.
Strong demand and execution
that offset nearly 50% of the over $2.2 billion year-over-year fuel expense increase.
Q3 2026E (vs. Q3 2025)
Available seat miles
+3.0% – +5.0%
Total revenue
+16.0% – +19.0%
CASM excluding net special items, fuel and profit sharing2
+2.5% – +4.5%
Adjusted earnings (loss) per diluted share3
($0.70) – ($0.10) vs $0.31 consensus
Click to enlarge
FY 2026E
Adjusted earnings (loss) per diluted share3
($0.65) – $0.65 vs $0.60 consensus
Click to enlarge
Shares
-4%
PM.
press release
(
AAL
): Q2 Non-GAAP EPS of $0.15
beats by $0.10
.
Revenue of $16.74B (+16.2% Y/Y)
beats by $50M
.
Record revenue of $16.7 billion, up 16.3% year over year, the highest quarterly revenue in company history, driven by strong performance across American's four commercial pillars.
Strong demand and execution
that offset nearly 50% of the over $2.2 billion year-over-year fuel expense increase.
Q3 2026E (vs. Q3 2025)
Available seat miles
+3.0% – +5.0%
Total revenue
+16.0% – +19.0%
CASM excluding net special items, fuel and profit sharing2
+2.5% – +4.5%
Adjusted earnings (loss) per diluted share3
($0.70) – ($0.10) vs $0.31 consensus
Click to enlarge
FY 2026E
Adjusted earnings (loss) per diluted share3
($0.65) – $0.65 vs $0.60 consensus
Click to enlarge
Shares
-4%
PM.
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