1 SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 _____________ FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of earliest event reported: February 21, 2001 AMR CORPORATION (Exact name of registrant as specified in its charter) Delaware 1-8400 75-1825172 (State of Incorporation) ( Commission File Number) (IRS Employer Identification No.) 4333 Amon Carter Blvd. Fort Worth, Texas 76155 (Address of principal executive offices) (Zip Code) (817) 963-1234 (Registrant's telephone number)
2 Item 9. Regulation FD Disclosure AMR Corporation (the "Company") is furnishing herewith certain data regarding its fleet plan, unit costs, capacity, traffic and fuel.
3 SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. AMR CORPORATION ___________________ Charles D. MarLett Corporate Secretary Dated: February 21, 2001
4 February 21, 2001 Statements in this report contain various forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which represent the Company's expectations or beliefs concerning future events. When used in this report, the words "expect", "forecast", "anticipates" and similar expressions are intended to identify forward-looking statements. All such statements are based on information available to the Company on the date of this report. The Company undertakes no obligation to update or revise any forward-looking statement, regardless of reason. This discussion includes forecasts of costs per ASM, capacity, traffic, fuel cost and fuel consumption, and operational considerations, each of which is a forward-looking statement. There are a number of factors that could cause actual results to differ materially from our forecasts. Such factors include, but are not limited to, general economic conditions, competitive factors within the airline industry which could affect the demand for air travel, changes in the Company's business strategy and changes in commodity prices. For additional information regarding these and other factors see the Company's filings with the Securities and Exchange Commission, including but not limited to the Company's Form 10-K for the year ended December 31, 1999. Fleet Plan and Capacity Attached is a copy of our most recent fleet plan for American Airlines, which includes expected deliveries and retirements through 2003. Also attached expected capacity changes by region for American for 2001. Unit Costs AMR Consolidated Cost per ASM (in cents) Actual -------Forecast----------- Jan Feb Mar 1Q01 AMR Cost per ASM 11.43 12.21 11.59 11.75 American Jet Operations Cost per ASM (in cents) Actual --------Forecast----------- Jan Feb Mar 1Q01 AA Cost per ASM 10.84 11.62 11.04 11.17
5 Capacity, Traffic and Fuel Actual -------Forecast------------ Jan Feb Mar 1Q01 AA Jet Ops: Capacity (yr/yr) +0.8% -4.7% -1.0% -1.6% Traffic (yr/yr) +3.0% -4.8% +1.3% 0.0% Fuel ($/gal incl. tax) 0.90 0.86 0.81 0.85 Fuel Consumption (mil) 253 232 265 750 American Eagle: Capacity (yr/yr) +10.4% +4% +6% +7% Traffic (yr/yr) +5.4% -1.0% +0% +1.5% First Quarter Statistics. Assuming the estimates above, we expect AA's load factor for 1Q01 to increase 1.0 points from last year to 68.5%. Fuel. Our first quarter fuel forecast -- including all taxes -- is about 85 cents per gallon, roughly 18% higher than last year. Please call if you have additional questions. Michael Thomas Director, Investor Relations
6 AMR Fleet Summary YE1999 to YE2002/2003* American Airlines On Hand ----YOY Change--- ---On Hand--- Aircraft Type YE 2000 2001 2002 2003 YE 2002 YE 2003 MD11 7 (4) (3) 0 0 B777 27 13 5 2 45 47 B767-3ER 49 49 49 B767-2ER 22 22 22 A300 ER 10 10 10 B767-200 8 8 8 A300 2-Class 25 25 25 B757 102 16 7 125 125 B737 51 26 27 12 104 116 B727 60 (14) (26) (20) 20 0 MD90 5 (5) 0 0 MD82/83/87 276 (13) (4) 259 259 F100 75 75 75 Total AA Fleet Inc./(Dec.) 19 6 (6) 25 19 Total AA Fleet 717 736 742 736 742 736 *Summary includes firm aircraft orders and planned fleet retirements.
7 2001 Capacity Estimates 1Q01 2Q01 3Q01 4Q01 2001 MAINLINE SYSTEM -1.6% 4.2% 4.2% 6.5% 3.3% DOMESTIC(AA) -1.7% 4.0% 4.0% 6.5% 3.3% INTERNATIONAL(AA) -1.5% 3.0% 3.0% 7.0% 3.0% EUROPE 2.0% 3.5% 1.0% 5.0% 3.0% PACIFIC -4.0% 26.0% 26.0% 26.0% 18.0% LATIN AMERICA -3.0% -1.5% -1.5% 3.0% -1.0% EAGLE 7.0% 8.0% 11.0% 19.0% 11.0%