Every 8-K that American Airlines Group Inc. (AAL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AAL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AAL filings page.
American Airlines Group reported record Q2 2026 revenue of $16.7 billion, up 16.3% year over year, as passenger revenue grew 15.9% and unit revenue increased across domestic and international markets. Capacity rose 5.4%, and total revenue per available seat mile climbed 10.3%.
Profitability was pressured by sharply higher fuel costs. Aircraft fuel expense rose by over $2.2 billion, an 83.3% year-over-year increase, lifting the average fuel price to $4.05 per gallon. GAAP net income was $71 million (EPS $0.11) versus $599 million a year earlier, while adjusted net income was $99 million (EPS $0.15). Operating margin was 2.7% and pre-tax margin 0.6%.
The company ended the quarter with $11.3 billion of total available liquidity and reiterated its focus on debt reduction. For Q3 2026, it guides revenue up 16.0%–19.0% and adjusted EPS between ($0.70) and ($0.10). Full-year 2026 adjusted EPS is projected between ($0.65) and $0.65, assuming an average Q3 fuel price of about $3.75 per gallon and a roughly $6 billion jet fuel headwind for the year.
American Airlines Group Inc. elected John W. Dietrich to its board of directors effective July 15, 2026. He will serve on the Audit Committee and Finance Committee and be compensated on the same basis as other non‑employee directors, as described in the company’s 2026 proxy statement.
The disclosure states that Dietrich has no relationships requiring reporting under Item 404(a) of Regulation S‑K and was not selected pursuant to any arrangement with another person. A press release announcing his election is included as an exhibit. Dietrich brings 35 years of aviation and air cargo leadership, including senior roles at FedEx Corporation and Atlas Air Worldwide.
American Airlines Group Inc. announces that Stephen L. (Steve) Johnson, its Vice Chair and Chief Strategy Officer, plans to retire at the end of the year. Johnson notified the company on June 14, 2026, and the company shared the news internally in a communication dated June 16, 2026.
The internal message highlights Johnson’s more than 30-year career in the airline industry, including senior roles at America West, US Airways and American. It credits him with leading corporate affairs, temporarily heading the commercial organization, securing a new agreement with Citi, reshaping sales and distribution, strengthening the network and partnerships, and advancing customer experience initiatives.
American Airlines Group Inc. reported results of its 2026 Annual Meeting of Stockholders. Stockholders approved an Amended and Restated 2023 Incentive Award Plan that increases the shares reserved for equity awards by 16,500,000 shares of common stock and allows certain tax-withheld shares on non-option awards to return to the plan’s share pool.
All director nominees were elected, and stockholders ratified KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. Stockholders approved, on an advisory basis, executive compensation and the Amended 2023 Plan. Proposals to limit officer liability in the Restated Certificate of Incorporation, to provide a stockholder right to act by written consent, and to implement cumulative voting did not receive sufficient support. The company reported 661,385,137 shares of common stock issued, outstanding and entitled to vote at the meeting.
American Airlines Group Inc. and its main operating subsidiary entered a Twelfth Amendment to their Amended and Restated Credit and Guaranty Agreement. The Company refinanced existing term loans by incurring new 2026 Refinancing Term Loans with an aggregate principal of $1,146.8 million and added 2026 Incremental Term Loans totaling $703.2 million.
The 2026 Term Loans bear interest at either a base rate plus a 2.00% margin or a three‑month SOFR rate plus a 3.00% margin, each with a 0.00% floor. These loans mature on May 29, 2033 and will be repaid in annual installments equal to 1.00% of the aggregate amount outstanding on the amendment’s effective date.
American Airlines Group Inc. reported record first-quarter 2026 revenue of $13.9 billion, up 10.8% year over year, but still posted a GAAP net loss of $382 million, or ($0.58) per diluted share.
Excluding net special items, the company had a net loss of $267 million, or ($0.40) per diluted share. Operating margin improved to a loss of 0.3%, and pre-tax margin to a loss of 3.4%, with both metrics better than a year earlier.
The company ended the quarter with total debt of $34.7 billion, its lowest since mid-2015, liquidity of $10.8 billion, and generated free cash flow of $3.4 billion. For Q2 2026, it guides adjusted EPS between ($0.20) and $0.20, and for full-year 2026 between ($0.40) and $1.10, expecting revenue growth to offset over $4 billion in higher jet fuel expense.
American Airlines Group Inc. filed a current report after issuing a public statement denying that it is engaged in, or interested in, any discussions regarding a merger with United Airlines. The company characterizes such a combination as negative for competition and consumers and inconsistent with its understanding of antitrust principles and the Administration’s philosophy.
American Airlines instead emphasizes its focus on executing its own strategic objectives and positioning the company to win over the long term, while expressing appreciation for ongoing support from U.S. government leaders and a desire to work with them to strengthen the broader airline industry.
American Airlines Group Inc. has elected Mary N. Dillon to its board of directors, effective March 24, 2026. She will serve on the Compensation Committee and the Corporate Governance and Public Responsibility Committee and will be compensated on the same basis as other non-employee directors.
Dillon brings more than four decades of experience leading major consumer brands, including serving as President and CEO of Foot Locker, CEO of Ulta Beauty, and President and CEO of U.S. Cellular, as well as senior roles at McDonald’s and PepsiCo. She has extensive prior public company board experience and currently chairs the board of trustees of Save the Children.
American Airlines Group Inc. updated its outlook for the first quarter of 2026 while presenting at the 2026 J.P. Morgan Industrials Conference. The company now expects total revenue to grow by more than 10% versus Q1 2025, which it describes as the highest year-over-year quarterly revenue growth in its history excluding the pandemic recovery period.
Capacity, measured in available seat miles, is projected to be about 3.0% to 4.0% higher than Q1 2025. Non-fuel unit costs (CASM-ex) are expected to rise roughly 4.0% to 5.0% year over year. Due to a meaningful increase in jet fuel prices, the company now assumes an average fuel cost of approximately $2.75 per gallon for the quarter and expects its adjusted loss per diluted share to come in toward the lower end of its prior guidance range of ($0.10) to ($0.50) per share.
American Airlines Group Inc. and American Airlines, Inc. have amended key revolving credit facilities to increase capacity and extend maturities. On March 5, 2026, total revolving commitments under their 2013, 2014 and 2023 credit agreements rose from $3.0 billion to $3.11 billion, and the maturity of each facility was pushed out from June 4, 2029 to March 5, 2031.
The 2014 amendment added $1,295.8 million of incremental revolving credit commitments and $195.0 million of letter of credit commitments. The 2013 amendment added $362.8 million of incremental revolving credit and $155.0 million of letter of credit capacity. The 2023 amendment established $1,451.3 million of incremental revolving commitments, with prior revolving commitments under each facility terminated and replaced on substantially similar terms but later maturities.
American Airlines Group Inc. reported its financial results for the three and twelve months ended December 31, 2025, through a press release dated January 27, 2026. The company furnished this press release as Exhibit 99.1. On the same date, the company also provided an investor presentation discussing these results, which is available on its website under Investor Relations and furnished as Exhibit 99.2.
The information in these exhibits is being furnished under the securities laws rather than filed, meaning it is not automatically subject to certain liability provisions or incorporated into other securities offerings unless specifically referenced.
American Airlines Group Inc. and American Airlines, Inc. furnished an 8-K announcing a press release with financial results for the three and nine months ended September 30, 2025, an investor presentation, and an investor update outlining fourth-quarter and full-year 2025 outlook.
The materials were provided under Items 2.02 and 7.01 and are furnished, not filed. They are available as Exhibits 99.1 (press release), 99.2 (investor presentation), and 99.3 (investor update), with links on the company’s Investor Relations website.