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: August 30, 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 is furnishing herewith a monthly update of certain data regarding its unit costs, capacity, traffic and fuel, and an updated fleet plan. 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 /s/ Charles D. MarLett ---------------------- Charles D. MarLett Corporate Secretary Dated: August 30, 2001 4 AMR EAGLE EYE August 30, 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, earnings, 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, changes in commodity prices, the inability to successfully integrate the operations of TWA into those of American and to improve their profitability, higher than expected integration costs, and the inability to successfully integrate the workforce of TWA. 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, 2000. MONTHLY UPDATE Attached is our monthly guidance on unit cost, fuel, traffic and capacity. As with recent month's update, we are now including information for TWA LLC and have included TWA in the AMR unit cost guidance. As a follow-up to the recent series of aircraft retirement announcements, we have also attached an updated fleet plan for American and TWA LLC. Please call if you have additional questions. Michael Thomas Director, Investor Relations 5 AMR EAGLE EYE UNIT COSTS AMR CONSOLIDATED COST PER ASM (IN CENTS) INCLUDING TWA LLC Actual ---------------Forecast-------------- July Aug Sept Oct AMR Cost per ASM 10.8 10.9 11.4 11.4 AMERICAN MAINLINE OPERATIONS COST PER ASM (IN CENTS) Actual ---------------Forecast-------------- July Aug Sept Oct AA Cost per ASM 10.6 10.7 11.0 11.0 Prior Year (2000) Restated* 10.3 10.4 10.6 11.0 TWA LLC OPERATING COST PER ASM (IN CENTS) Actual ---------------Forecast-------------- July Aug Sept Oct TWA Cost per ASM 9.5 9.9 11.0 11.4 CAPACITY, TRAFFIC AND FUEL Actual ---------------Forecast-------------- July Aug Sept Oct AA MAINLINE OPS: Capacity (yr/yr) 1.6% 1.8% 2.7% 3.1% Traffic (yr/yr) (2.2)% (1.1)% (2.2)% 0.4% Fuel (cents/gal incl. tax) 83 82 82 82 Fuel Consumption (mil. gal.) 279 280 262 272 AMERICAN EAGLE: Capacity (yr/yr) 7.6% 7.9% 8.6% 10.2% Traffic (yr/yr) 6.1% 4.4% 5.3% 7.4% TWA AIRLINES LLC: Capacity (000,000) ASMs 3,045 2,922 2,529 2,523 Traffic (000,000) RPMs 2,261 2,118 1,647 1,692 * Certain airline related small businesses have been reclassified under American Mainline Operations (e.g. contract maintenance and magazine). As a result, we have provided restated numbers for 2000 on a comparable basis. Please note that this minor change does not impact AMR Consolidated numbers. 6 AMR FLEET SUMMARY YE 2000 TO YE 2003 * AMERICAN AIRLINES ------------------------------------------------------------------------------------------------------------------------ On Hand YOY Change On Hand ------------------------------------------ Aircraft Type YE 2000 2001 2002 2003 YE 2002 YE 2003 ------------------------------------------------------------------------------------------------------------------------ MD11 7 (7) 0 0 B777 27 13 5 2 45 47 B767-3ER 49 5 10 54 64 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 28 12 105 117 B727 60 (22) (30) (8) 8 0 MD90 5 (5) 0 0 MD82/83/87 276 (13) (4) 259 259 F100 75 (1) 74 74 ------------------------------------------------------------------------------------------------------------------------ Total AA Fleet Inc./(Dec.) 7 11 16 18 34 Total AA Fleet 717 724 735 751 735 751 ------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------ Ex - TWA At Close YOY Change On Hand ------------------------------------------ Aircraft Type 09-Apr-01 2001 2002 2003 YE 2002 YE 2003 ------------------------------------------------------------------------------------------------------------------------ B767-300ER 9 (3) (6) 6 0 B757 27 27 27 MD82/83 103 103 103 B717 15 15 30 30 DC9 19 (11) (8) 0 0 ------------------------------------------------------------------------------------------------------------------------ Total ex TWA Fleet Inc./(Dec.) 4 (11) (6) (7) (13) Total ex TWA Fleet 173 177 166 160 166 160 ------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------ On Hand YOY Change On Hand ------------------------------------------ Aircraft Type YE 2000 2001 2002 2003 YE 2002 YE 2003 ------------------------------------------------------------------------------------------------------------------------ Combined Fleet Inc/(Dec) 184 0 10 184 194 Combined Fleet 717 901 901 911 901 911 ------------------------------------------------------------------------------------------------------------------------ AMERICAN EAGLE ------------------------------------------------------------------------------------------------------------------------ On Hand YOY Change On Hand On Hand ------------------------------------------ Aircraft Type YE 2000 2001 2002 2003 YE 2002 YE 2003 ------------------------------------------------------------------------------------------------------------------------ Saab 340 104 (5) (15) (15) 84 69 ATR-42 31 (1) (3) (7) 27 20 S-ATR 43 43 43 ------------------------------------------------------------------------------------------------------------------------ Turboprop Totals 178 (6) (18) (22) 154 132 Embraer ERJ-145 50 6 (11) 56 45 Embraer ERJ-135 33 7 40 40 Embraer ERJ-140 0 15 28 22 43 65 CRJ-700 0 3 8 11 11 22 ------------------------------------------------------------------------------------------------------------------------ Total AE Fleet Inc./(Dec.) 25 18 0 43 43 Total AE Fleet 261 286 304 304 304 304 ------------------------------------------------------------------------------------------------------------------------ * Summary includes firm aircraft orders and planned fleet retirements.