Delta says it can handle $6 billion more in fuel costs — what about American Airlines?

AAL · American Airlines Group Inc.

The AI's read

American has no fuel hedge or refinery to cushion rising prices. Delta’s refinery gives it a way to manage the same pressure that American lacks. American’s record second-quarter sales offered support, but an 83% jump in fuel costs nearly erased them. American had already cut its 2026 profit range, which adds to concern about fuel’s effect on its results.