New York, Jan 5, 2026, 08:38 EST — Premarket
- American Airlines shares were down about 0.1% in premarket trading after a weekend of Caribbean flight disruptions. StockAnalysis
- The carrier said it added thousands of seats and extra flights as U.S. aviation restrictions tied to Venezuela-related military activity expired. Reuters
- Investors are watching how quickly schedules normalize and looking ahead to the next earnings report later this month. Reuters
American Airlines Group Inc. shares eased in premarket trade on Monday as the carrier worked to clear a backlog of passengers after U.S. regulators lifted temporary Caribbean airspace restrictions. StockAnalysis
The episode matters now because airlines were forced to cancel hundreds of flights at the height of New Year travel, stranding customers and stretching operations. Recovery flights can raise costs, from repositioning planes to rebooking passengers, even as airlines try to protect revenue by keeping travelers on their networks. Reuters
Fuel is the other swing factor. Airlines are highly sensitive to jet fuel prices, and a Reuters poll published Monday forecast Brent crude would average about $61 a barrel in 2026 as supply growth and weaker demand pressure the market. Reuters
The U.S. advised airlines over the weekend that its Caribbean curbs would expire at midnight Eastern time, Transportation Secretary Sean Duffy said, after the Federal Aviation Administration shut airspace to U.S. carriers “due to safety-of-flight risks” amid military activity near Venezuela. Reuters
American said it added more than 3,700 extra seats to and from the Eastern Caribbean on top of resuming scheduled service, deploying larger aircraft to “add as much lift as possible.” Reuters
In a separate update, the carrier said it had added 43 extra flights from the region and nearly 7,000 additional seats overall for affected customers, including nearly 5,000 additional seats to and from the Eastern Caribbean. American Airlines Newsroom
Peers also moved to restore service. United Airlines and Delta Air Lines said they were preparing to resume most Caribbean schedules, while JetBlue said it would return to normal operations after canceling 215 flights. Reuters
Even with the curbs lifted, airline schedules typically do not snap back in a day. “They have a day’s worth of passengers basically,” airline analyst Robert Mann said, referring to the backlog. Reuters
American shares were last at about $15.46 in premarket trading after closing Friday at $15.48. The stock has traded between $8.50 and $19.10 over the past 52 weeks. StockAnalysis
The risk for bulls is that disruption lasts longer than airlines expect, either from operational knock-on effects or fresh security advisories that curb flying again. Any sharp move higher in crude would also pressure the group by pushing fuel costs up. Reuters
