UPDATE 1-American Airlines sees resilient demand cushioning fuel-price hit

[출처/시간] Reuters - 10:05 AM ET, 05/27/2026

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CHICAGO, May 27 (Reuters) - American Airlines is sticking ?with its full-year profit outlook despite a sharp jump in fuel prices, CEO Robert Isom said at a Bernstein investor conference on Wednesday, as stronger revenue, premium demand and corporate travel help cushion the hit from rising oil costs.

Isom said there was "no doubt" demand had a K-shaped pattern, with higher-income travelers outpacing middle- and lower-income customers.

Still, ?he said travel was growing across income groups, ?with American ?about 80% booked for the second quarter, corporate travel ?up 13% year over year and leisure demand "incredibly" strong. American Airlines' shares were up 2% in morning trade.

The carrier ?last month ?cut its 2026 profit forecast as jet fuel ?costs surged, saying it expected its fuel ?bill to rise by more than $4 billion this year. ?It ?forecast 2026 results ranging from a loss ?of 40 cents per share to a ?profit of $1.10 per share, down from its prior forecast for a profit of $1.70 to $2.70 per share.

Isom said the ?airline expected second-quarter ?revenue to rise 15% from ?a year earlier on about 5% capacity growth, implying roughly 10% ?unit revenue growth. (Reporting by Rajesh Kumar Singh in Chicago and Shivansh ?Tiwary in Bengaluru; Editing ?by Gus Trompiz)