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Robert Isom

Chief Executive Officer, President & Director, American Airlines

Search every verified Robert Isom interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. On American Airlines' second quarter 2026 earnings conference call, CEO Robert Isom reported that the company achieved record quarterly revenue with year-over-year growth of more than 16%, attributing the performance to the strength of a commercial strategy based on four pillars. Isom stated that every entity and cabin the airline serves improved meaningfully. He also said that as fuel prices normalize, American is positioned to deliver expanded margins, sustain free cash flow, strengthen its balance sheet, and increase value to shareholders. During the Q&A session, Isom described Latin America as a unique asset for American Airlines that the company needs to continue investing in, and noted the value of the joint business with British Airways in London for premium traffic. He said the airline is exploring ways to get more value out of its international joint businesses and expand its global presence. Isom emphasized that American must be rational about capacity, making adjustments in the third quarter and planning further adjustments heading into the fourth quarter, and that the company aims to compete selectively in markets where it believes it can win.

Recent appearances

Verified interview transcripts

Notable quotes

“That was a no from the the the get go. And at the end of the day, you know, doing something that that would be viewed as ant anticompetitive by just about everybody that looked at it. It's just something that we don't spend a lot of time on, and that's why all of our attention is is directed at really making sure American takes advantage and gets set up, for, when fuel prices, you know, normalize a bit, that's gonna ”

“Well, it's it's it's a big shock right now, and I am very confident that as things even out, that that will, you know, translate into, you know, gains for American and our shareholders. If you take a look back at the first quarter, we were projecting solid profitability or profitability in the in the first quarter, which is usually, you know, a tough quarter for us, but for the the the shock in fuel prices. And the s”

“People wanna travel. I think that there's still some consciousness that travel is still a bargain. Really, we're just getting back to yields that we had had in 2014 and 2019. So that that sense of travel is a bargain, I think, is is is apparent. And what we've seen tremendous demand in in the in the first quarter, American Airlines year over year revenue improved 11%, and we're forecasting revenue to to improve, 15%,”

“And ultimately, yeah, we're in this business to make a margin. I think it's different in that a lot of the lower-priced competition is really having struggles. And so as we go forward, if there's a need to reduce capacity to get back to a business model that produces acceptable margins, we're going to do that.”

“Well, it's a big shock right now and I am very confident that as things even out that will translate into gains for American our shareholders. If you take a look back at the first quarter, we were projecting solid profitability or profitability in the first quarter, which is usually a tough quarter for us. But for the shock and fuel prices and the same thing, think about in a year where our price of fuel is spiked fo”

“People want to travel. I think that there's still some consciousness that travel is still a bargain. Really we're just getting back to yields that we had had in 2014 and 2019. So that sense of travel is a bargain I think is apparent. And what we've seen tremendous demand in the first quarter. American Airlines year-over-year revenue improved 10 to 11% and we're forecasting revenue to improve 15% year-over-year and th”

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