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American Airlines plans to expand premium seating and amenities as it targets higher-value travelers despite rising fuel costs.

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00:00It's Benzinga bringing Wall Street to Main Street
00:03American Airlines' CEO Robert Isom said 30 percent of the carrier's seats generate half
00:09of its revenue, and the airline plans to expand that premium share, according to Benzinga.
00:14American aims to raise premium seating to about 40 percent of seats on its narrow-body
00:18jets, up from roughly 25 percent, while adding lie-flat suites, Starlink Wi-Fi, and more
00:24seat-back screens.
00:25Nearly 60 percent of revenue comes from households earning $150,000 or more annually.
00:31American shares were down 12.3 percent in 2026 as of September 21, compared with gains
00:37of 19.6 percent for Delta and 1.2 percent for United.
00:42CFO Devin May said fourth-quarter fuel prices have risen about $1 per gallon since July guidance,
00:49adding roughly $1 billion in costs.
00:51Barclays analyst Brandon Oglensky cut his American Airlines price target to $14 from $19 while
00:58maintaining an overweight rating.
01:00He urged long-term investors to focus on revenue growth over short-term fuel costs.
01:04For all things money, visit Benzinga.com.

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