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American Airlines warns high fuel prices could force capacity adjustments

By Thomson Reuters Sep 16, 2026 | 10:18 AM

CHICAGO, Sept 16 (Reuters) – American Airlines CEO Robert Isom ​said on ‌Wednesday that persistently high fuel prices could force the ‌carrier ​to ⁠adjust its future ⁠capacity plans, even as strong demand and higher fares ​have helped it recapture ⁠a substantial ⁠portion of ​the increase in ​fuel expense.

Speaking at a ‌Morgan Stanley conference, Isom said he felt “really good” ⁠about American’s third-quarter revenue growth forecast of ⁠16% ‌to 19% ⁠and expected the ​vast ‌majority of ​the recent ⁠revenue gains to prove durable.

(Reporting by Rajesh Kumar Singh and Shivansh ​Tiwary)