American Airlines (AAL) Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Tue, January 27, 2026 astatine 9:21 AM CST 52 min read

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Tuesday, January 27, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Robert Isom

• Chief Financial Officer — Devon May

• Chief Commercial Officer — Nat Pieper

• Vice President, Investor Relations — Neil Russell

Neil Russell: Thank you for lasting by, and invited to American Airlines Group Fourth Quarter and Full Year 2025 Earnings Conference Call. At this time, each participants are successful a listen-only mode. After the talker presentation, determination volition beryllium a question and reply session. To inquire a question during the session, you volition request to property prima 11 connected your telephone. To region yourself from the queue, you whitethorn property prima 11 again. I would present similar to manus the telephone implicit to Neil Russell, Vice President, Investor Relations. Please spell ahead.

Neil Russell: Thanks, Latif, and bully morning, everyone. Welcome to the American Airlines Group net league call. On the telephone with prepared remarks, we person our CEO, Robert Isom, and our CFO, Devon May. In addition, we person a fig of elder executives successful the country this greeting for the Q&A session. After our prepared remarks, we volition unfastened the telephone for expert questions followed by questions from the media. To get successful arsenic galore questions arsenic possible, delight bounds yourself to 1 question and 1 follow-up. Before we begin, delight enactment that today's telephone contains forward-looking statements, including statements concerning aboriginal events, costs, forecasted capacity, and fleet plans.

These statements correspond our predictions and expectations of aboriginal events, but galore risks and uncertainties could origin existent results to disagree from those projected. Information astir immoderate of these risks and uncertainties tin beryllium recovered successful our net property merchandise that was issued earlier this morning, Form 10-Ks for the twelvemonth ended 12/31/2024, and consequent quarterly reports connected Form 10-Q. Unless different specified, each references to net per stock are connected an adjusted and diluted basis. Additionally, we volition beryllium discussing definite non-GAAP fiscal measures which exclude the interaction of antithetic items.

A reconciliation of those numbers to the GAAP fiscal measures is included successful the net property merchandise and capitalist presentation, each of which tin beryllium recovered successful the Investor Relations conception of our website. A webcast of this telephone volition besides beryllium archived connected our website. The accusation we are giving you connected the telephone this greeting is arsenic of today's date, and we undertake nary work to update the accusation subsequently. Thank you for your involvement successful American and for joining america this morning. With that, I'll crook the telephone implicit to our CEO, Robert Isom.