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American Airlines (AAL) Sees Demand Slowdown Amid COVID-19 Spike

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Amid a spike in coronavirus cases in the United States, American Airlines Group (AAL - Free Report) has seen a slowdown in demand and forward bookings. This, in turn, is expected to worsen the airline’s cash burn for the fourth quarter.

In a SEC filing dated Dec 4, the carrier stated that it had a “strong start” in the fourth quarter, but “rising COVID-19 case counts and associated travel restrictions in the immediate period leading up to the Thanksgiving holiday have resulted in a slowing of net bookings growth, which has persisted into December”.

Due to this slowing demand as well as modestly higher fuel prices, the Fort Worth, TX-based company anticipates fourth-quarter average daily cash burn at the high end of its guided range of $25-$30 million per day. Consequently, the company expects to end the fourth quarter with more than $14 billion in total available liquidity, which includes the undrawn portion of its CARES (Coronavirus Aid, Relief, and Economic Security) Act loan and excludes additional proceeds from the sale of its common stock that it may carry out.


With coronavirus weighing significantly on air-travel demand, airlines are persistently under pressure. Evidently, American Airlines incurred losses in each of the first three quarters of 2020, mainly due to weak passenger revenues, which declined 64.2% year over year in the first nine months of 2020.

Zacks Rank & Key Picks

American Airlines carries a Zacks Rank #3 (Hold). Some better-ranked stocks in the broader Transportation sector are Landstar System, Inc. (LSTR - Free Report) , United Parcel Service, Inc. (UPS - Free Report) and GATX Corp. (GATX - Free Report) , each carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Shares of Landstar, UPS and GATX have gained more than 19%, 51% and 22% in the last six months, respectively.

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