美国航空三季度营收163.4亿美元创纪录、增19.3%：燃油费暴增67.5%致净亏2.69亿美元 全年指引下调至每股亏损1.00至1.60美元
沃思堡——美国航空集团10月22日发布2026年第三季度业绩。公司三季度总营收163.4亿美元，同比增长19.3%，创公司三季度纪录；但净亏损2.69亿美元、合每股亏损0.41美元，亏损较去年同期的1.14亿美元、每股亏损0.17美元扩大。剔除税后净特殊项目8,700万美元后，调整后净亏损为1.82亿美元、合每股亏损0.28美元。
亏损扩大的主因是燃油。三季度公司燃油支出46.4亿美元，同比大增67.5%、多支出约19亿美元，季度平均购油价为每加仑3.85美元。需求端仍然强劲：客运收入增19.5%至149亿美元，货运收入增29.1%至2.74亿美元，高端舱位收入增长22.9%。
公司大幅下调全年指引：预计2026年调整后每股亏损1.00至1.60美元，而7月时给出的指引区间为每股亏损0.65美元至盈利0.65美元。据 CNBC 报道，美国航空是本月第四家因燃油价格高企而下调2026年展望的美国主要航空公司，此前达美航空、联合航空与西南航空已先后下调。公司预计四季度调整后每股亏损0.50至1.10美元，四季度营收同比增19.5%至22.5%、运力（可用座位英里）增5.5%至6.5%，四季度燃油价假设约为每加仑4.70美元（按10月19日远期曲线）。公司还表示，计划放慢2027年的航线网络增长。
首席执行官 Robert Isom 在业绩稿中说：「美国航空实现了创纪录的三季度营收，取得了我职业生涯中最强的同比营收增长，高端业务表现领跑。」
American Airlines Posts Record Q3 Revenue of $16.34 Billion, Up 19.3%, but Fuel Costs Up 67.5% Drive $269 Million Loss; Full-Year Outlook Cut to a Loss of $1.00-$1.60 a Share
FORT WORTH, Texas — American Airlines Group reported third-quarter 2026 results on Thursday, October 22. Total revenue rose 19.3% year over year to a record $16.34 billion for a third quarter, but the company posted a net loss of $269 million, or $0.41 per diluted share, wider than the $114 million loss, or $0.17 a share, a year earlier. Excluding net special items of $87 million after tax, the adjusted net loss was $182 million, or $0.28 a share.
Fuel was the main driver of the loss: third-quarter fuel expense jumped 67.5%, or about $1.9 billion, to $4.64 billion, at an average price of $3.85 per gallon. Demand remained strong, with passenger revenue up 19.5% to $14.9 billion, cargo revenue up 29.1% to $274 million, and premium-cabin revenue up 22.9%.
The airline sharply cut its full-year outlook, forecasting an adjusted loss of $1.00 to $1.60 per share for 2026, down from its July guidance range of a loss of $0.65 to earnings of $0.65 a share. CNBC reported that American is the fourth major U.S. carrier to lower its 2026 outlook this month on high fuel prices, after Delta Air Lines, United Airlines and Southwest Airlines. For the fourth quarter, American forecast an adjusted loss of $0.50 to $1.10 a share, with revenue up 19.5% to 22.5% and capacity, in available seat miles, up 5.5% to 6.5%; its fourth-quarter fuel assumption is about $4.70 a gallon, based on the forward curve as of October 19. The company also said it plans to slow its network growth in 2027.
"American delivered record third-quarter revenue and the strongest year-over-year revenue growth in my career, with premium performance leading the way," Chief Executive Robert Isom said in the release.
来源：GSM·美国（原文链接）
图片来源：图：美国航空一架客机停靠在登机口（资料图）。照片：DiscoA340，CC BY-SA 4.0，经Wikimedia Commons。An American Airlines aircraft at a gate (file photo). Photo: DiscoA340, CC BY-SA 4.0, via Wikimedia Commons.
