Speaking at Morgan Stanley’s 13th Annual Laguna Conference on September 11, 2025, American Airlines executives said the company is focussed on driving revenues.
“American is a company that has been noteworthy in its really terrific management of its costs… but we’ve been less capable at producing revenue,” said American Airlines chief strategy officer Stephen Johnson.
He added: “We’re very focussed in taking a very comprehensive look at the way we revenue manage… focussed on how we price, how we compete… the opportunities to deploy AI in revenue management, all real opportunities for us in the long run.”
The company reported a dip in profits for the second quarter, dropping from $717 million a year prior to $599 million.
American reported total operating revenues of $14.4bn – relatively flat at a positive 0.4%. Of this, passenger revenues were a negative 0.6% to $13.1bn, while cargo was up 8.2% to $211 million. Other revenues climbed 13% to $1.1bn.
The company said the third quarter is meeting expectations, with a “terrible July” though bookings improved in August. Johnson said October bookings appear they are “going to be better than September”.
Johnson said it its third quarter capacity will be on the lower end of its guidance range.