Skip to main content
American Airlines10-Q: Inflation impact

Aircraft fuel expenses surged 67.5% to $4.6 billion driven by higher fuel prices

What happened

American Airlines reported aircraft fuel and related taxes rose $1.9 billion or 67.5% year-over-year to $4.6 billion in Q3 2026, driven by a 62.7% increase in average price per gallon to $3.85. This severe cost pressure may drive urgent demand for fuel-efficiency technologies, flight optimization software, and route-planning analytics.

Source

SEC EDGAROct 22, 2026

Quarterly report (Form 10-Q)

American Airlines 10-Q for Quarter ended Sep 30, 2026

Filing excerpt

Aircraft fuel and related taxes was $4.6 billion in the third quarter of 2026, which was $1.9 billion, or 67.5%, higher as compared to the third quarter of 2025. This was primarily due to a 62.7% increase in the average price per gallon of aircraft fuel including related taxes to $3.85 in the third quarter of 2026 compared to $2.37 in the third quarter of 2025 and a 3.0% increase in gallons of fuel consumed due to increased capacity.

sec.gov/Archives/edgar/data/4515/000000620126000065/aal-20260930.htmRead the full source

Other signals in this filing (1)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Inflation impact

What this signalsFilings often name leadership changes, deals and spending plans.

Period
Quarter ended Sep 30, 2026
Fiscal year end
09/30
Filed
Oct 22, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$4.6B (Aircraft fuel and related taxes in the third quarter of 2026)
Percent
67.5% (increase in aircraft fuel and related taxes)

Details

CIK
4515
Accession number
0000006201-26-000065
Timeframe
Current quarter
Quarter
Q3
Filing year
2026
Period end date
Sep 30, 2026
Why it matters
Efficiency tools needed
Signal category
Operations

Extraction

Confidence
High
Relevance
85%
Sentiment
Negative
Detected
Oct 27, 2026
signal_type
sec-10q
signal_subtype
inflationImpact

Use this data

Get every 10-Q signal for American Airlines and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at American Airlines this week?”

  2. Send it to your own tools

    The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/16f057e6-9c27-49c9-b31c-a4202e8adb7c returns this record as JSON. POST /v1/companies/enrich returns every signal for aa.com.

{
  "signal_id": "16f057e6-9c27-49c9-b31c-a4202e8adb7c",
  "signal_type": "sec-10q",
  "signal_subtype": "inflationImpact",
  "detected_at": "2026-10-27T08:04:13.931+00:00",
  "company": {
    "name": "American Airlines",
    "domain": "aa.com"
  },
  "data": {
    "detail": "American Airlines reported aircraft fuel and related taxes rose $1.9 billion or 67.5% year-over-year to $4.6 billion in Q3 2026, driven by a 62.7% increase in average price per gallon to $3.85. This severe cost pressure may drive urgent demand for fuel-efficiency technologies, flight optimization software, and route-planning analytics.",
    "metrics": {
      "pct": 0.675,
      "timeframe": "current_quarter",
      "pct_context": "increase in aircraft fuel and related taxes",
      "dollar_context": "Aircraft fuel and related taxes in the third quarter of 2026",
      "dollar_millions": 4635
    },
    "quarter": "Q3",
    "summary": "Aircraft fuel expenses surged 67.5% to $4.6 billion driven by higher fuel prices",
    "excerpts": "Aircraft fuel and related taxes was $4.6 billion in the third quarter of 2026, which was $1.9 billion, or 67.5%, higher as compared to the third quarter of 2025. This was primarily due to a 62.7% increase in the average price per gallon of aircraft fuel including related taxes to $3.85 in the third quarter of 2026 compared to $2.37 in the third quarter of 2025 and a 3.0% increase in gallons of fuel consumed due to increased capacity.",
    "relevance": 0.85,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/4515/000000620126000065/aal-20260930.htm",
    "filing_date": "2026-10-22",
    "filing_year": 2026,
    "fiscal_year": 2026,
    "fiscal_year_end": "09/30",
    "period_end_date": "2026-09-30",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "operations"
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.