New York, Jan 14, 2026, 14:33 EST — Regular session
- Shares of American Airlines dipped roughly 2% in afternoon trading, deepening a rough patch for airline stocks this week
- The carrier scheduled a webcast for Jan. 27 to discuss its fourth-quarter and full-year results
- Traders are keeping an eye on weather-related hold-ups at major U.S. hubs
Shares of American Airlines Group slipped 2.2% to $15.01 in afternoon trading Wednesday, fluctuating between $14.99 and $15.39 earlier. By mid-afternoon, volume had surged past 39 million shares.
Timing is key as investors shift focus from macro headlines to airline fundamentals. American Airlines announced it will webcast its Q4 and full-year 2025 financial results on Jan. 27 at 7:30 a.m. Central time. Expect guidance and demand updates to take center stage. (American Airlines Newsroom)
Delta Air Lines set the tone early Tuesday, forecasting profit growth in 2026 but highlighting a divide between strong high-end demand and weaker economy-class sales. “The lower-end consumer is struggling. We fortunately do not live there,” CEO Ed Bastian said. He also warned about the risks of relying on a single aircraft supplier: “It’s pretty tough to operate… being reliant on only a single-source provider.” (Reuters)
Traders were also watching the weather closely. The FAA’s daily air traffic report flagged snow and strong winds as potential flight disruptors in Detroit and Chicago. Gusty winds could also trigger delays around New York and the Dallas-Fort Worth hub, a key American gateway. (Federal Aviation Administration)
For American, the focus shifts beyond one day’s trading to the demand trends stretching into early 2026. Investors are eager for updates on pricing strength, the stability of corporate travel, and cost trends after a year marked by tight capacity and fluctuating leisure bookings.
American’s update on Jan. 27 will be weighed against its rivals. Delta has doubled down on premium seats and loyalty revenue, while other major U.S. airlines have pursued similar strategies, each with their own twist.
Airlines might seem cheap one day and pricey the next, as tiny shifts in fares and fuel costs quickly squeeze margins. This volatility is why the upcoming earnings calls will matter more than any single headline.
The downside risk remains. If the economy section stays weak and airlines need to slash fares to fill seats, unit revenue could drop sharply. Plus, weather disruptions can drive up costs, even with full planes.
Next up on the calendar: American’s results call on Jan. 27. Investors will be tuning in for clues on 2026 demand, cost control, and any changes to capacity plans.