AA
American Airlines Group Inc
AAL · Airlines
Company brief
AA
AALAirlines$9.2B

American Airlines Group Inc

Major US airline operating domestic and international passenger and cargo services with integrated technology platforms for operations, crew management, and revenue optimization

Moat score
7.8/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$12.95
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
+4.7%

Positive price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
17.2x

Forward P/E around 17.2x means investors pay about $17.2 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
40.3x

A P/E around 40.3x means investors pay about $40.3 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$0.31
Market Cap
$8.1B
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

AAL keeps turning operations into durable value, but the stock mainly tracks whether future profits justify the current forward multiple.

Watch signal

Forward P/E around 17.2x stays aligned with business progress.

What you own

American Airlines Group Inc is exposure to airlines operating model with high switching costs and 94% net revenue retention.

Base thesis

Slot-controlled airports and gate rights create natural barriers to entry worth $8B+ in asset value

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

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Simulator coverage pending

This ticker has a company brief, but richer workflow modules have not been built yet.

Investor Snapshot
7.8Moat Score
Net Revenue Retention94%
Retention RiskLow
AI Disruption RiskMedium
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Slot-controlled airports and gate rights create natural barriers to entry worth $8B+ in asset value
  • AAdvantage program with 115M+ members generates $3.5B in annual co-brand revenue with high switching costs
  • SABRE GDS integration and crew training creates 6-18 month switching timeline for operational systems
  • Hub-and-spoke network at DFW/ORD/PHX requires massive capital investment to replicate ($50B+ fleet value)
  • FAA certification and maintenance records tied to specific aircraft create regulatory lock-in
  • Corporate travel contracts with Fortune 500 companies include penalty clauses for switching carriers