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Aeroméxico has premium demand, loyalty scale and record-margin evidence after its U.S. listing, but the Delta JCA, MEX constraints, fuel, FX, engine issues and a negative equity balance sheet make the setup high risk.
First Majestic is producing real cash in a high silver and gold price tape. The decision point is whether costs, Mexico tax risk, resource conversion and Jerritt Canyon restart spending leave enough of that cash for shareholders.
AerCap is using tight aircraft supply to produce record earnings, asset-sale gains and buybacks. The upside is real, but the model still runs on leverage, airline customer health and aircraft residual values.
Official-source baseline for American Airlines Group using SEC submissions, SEC XBRL companyfacts, the FY2025 10-K, Q1 FY2026 10-Q, Q1 FY2026 earnings materials, 2026 proxy, and competitor filings.