American Airlines (AAL): FY25 Q4 earnings call, Jan 27, 2026

On its Jan 27, 2026 earnings call (FY25 Q4), American Airlines said 7 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.

Updated

Markets

12 words · 7 settled yes · our count agreed on 12 of 12

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Chicago / O’Hare Yes1726✓91%transcripts from the transcript model–
Shutdown / Shut Down Yes55✓46%n=1+tx from settlement history blended with transcripts–
Weather Yes57✓43%n=1+tx from settlement history blended with transcripts–
Record Yes22✓83%n=1+tx from settlement history blended with transcripts–
Centennial Yes22✓12%n=1+tx from settlement history blended with transcripts–
AT&T Yes11✓61%n=1+tx from settlement history blended with transcripts–
Holiday Yes11✓53%n=1+tx from settlement history blended with transcripts–
Lavazza No00✓46%n=1+tx from settlement history blended with transcripts–
Tariff No00✓39%n=1+tx from settlement history blended with transcripts–
ATC No00✓28%n=1+tx from settlement history blended with transcripts–
World Cup No00✓21%n=1+tx from settlement history blended with transcripts–
Norfolk / Virginia No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

10 matches for “Citi”; 5 quoted, at least 25 words apart.

Robert Isomcompanyprepared

…sets the stage for our exclusive ten-year cobranded credit card partnership with Citi which went into effect on January 1. In the fourth quarter, we…

Robert Isomcompanyprepared

…most straightforward and seamless path to status in the industry. With a Citi cobranded credit card, members earn loyalty points for every dollar spent. Creating…

Devon Maycompanyprepared

…value of our network through stronger schedules in many of our hub cities. This is inclusive of approximately a point and a half impact from…

Operatoroperatorqa

Thank you. Our next question comes from the line of John Gaudin of Citi. Your line is open, John.

Jamie Bakeranalystqa

…how much is idiosyncratic to American? And, you know, so, obviously, the Citi deal is a contributor. Is there any way you could parse that…

Where the listed words were said

Robert Isomcompany“Chicago / O’Hare” · prepared

…Philadelphia, Miami, and Phoenix. We'll also be rounding out our schedule in Chicago. Improved schedules combined with product enhancements are helping us win local high-value…

Devon Maycompany“Shutdown / Shut Down” · prepared

…These results came in below our guidance, primarily due to prolonged government shutdown, which impacted revenue by approximately $325 million. The impact of the government…

Robert Isomcompany“Weather” · prepared

…Fern. Ensuring our customers and team members remain safe during this challenging weather event. The impact of the storm is as significant as we've ever…

Robert Isomcompany“Record” · prepared

…fast start based on the booking trends we've observed in January. All-time records for the first three weeks of the year. Starting with our first…

Robert Isomcompany“Centennial” · prepared

…new year. A momentous chapter in our history. As we celebrate American Centennial. I'm excited about the opportunities that lie ahead for American as we…

Robert Isomcompany“AT&T” · prepared

…aircraft. Dual-class regional jets, and our new premium Boeing 787-9s. Sponsored by AT&T, reinforcing connectivity as a core aspect of the customer journey and a…

Agents: this page as TSV at /api/v1/appearances/american-airlines:2026-01-27:earnings_call · words: /api/v1/brief?appearance=american-airlines:2026-01-27:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP