Airline Weekly
• Gordon Smith, Jay Shabat
American Airlines’ earnings gap vs Delta and United widens, undermining prior guidance on narrowing performance differences
American Airlines has spent the past year arguing its earnings gap with Delta and United would start closing. Instead, the gap may be widening—suggesting the carrier’s turnaround plan and operating momentum have not translated into faster profit convergence. The development reshapes expectations for competitive positioning among U.S. network carriers.
