TLDR
- UAL posted Q4 adjusted earnings of $3.10 per share, beating the $2.93 estimate, with record $15.4 billion revenue
- Full-year 2025 earnings hit $10.62 per share on $59.07 billion revenue, both topping expectations
- Premium revenue climbed 9% and loyalty revenue rose 10% in the fourth quarter
- 2026 guidance ranges from $12 to $14 per share, with Q1 forecast at $1.00 to $1.50 per share
- Stock jumped 4% after hours following a 4.3% decline to $108.57 in regular trading
United Airlines delivered impressive fourth-quarter results that surpassed analyst forecasts. The carrier reported adjusted earnings of $3.10 per share on $15.4 billion in revenue.
Analysts expected earnings of $2.93 per share on the same revenue. The quarterly revenue set a company record.
Full-year 2025 adjusted earnings reached $10.62 per share versus the $10.57 consensus. Revenue totaled $59.07 billion, exceeding the $59.05 billion estimate.
United Airlines Holdings, Inc., UAL
Shares climbed 3.4% in extended trading after dropping 4.3% to $108.57 during regular hours. The stock is down 2.9% year-to-date but up 1.1% over 12 months.
Premium and Loyalty Drive Growth
High-value customers fueled United’s performance. Premium revenue increased 9% in Q4 and 11% for the full year.
Loyalty program revenue grew 10% in the quarter and 9% annually. Basic economy revenue rose 7% in Q4 and 5% for the year.
The airline flew an average of 496,000 passengers daily in 2025. It operated its largest mainline schedule ever while maintaining the lowest flight cancellation rate among major U.S. network carriers.
United transported 181 million passengers throughout 2025. CEO Scott Kirby said results stem from attracting brand-loyal customers.
The week ending January 4 marked United’s highest revenue week in history. The week ending January 11 set records for ticketing and business sales.
2026 Plans and Outlook
United forecasts first-quarter 2026 earnings between $1.00 and $1.50 per share. Full-year guidance ranges from $12 to $14 per share.
Wall Street anticipated $1.13 for Q1 and $13.19 for the full year. The guidance met investor expectations following Delta’s disappointing outlook last week.
The carrier plans to receive over 120 aircraft deliveries in 2026. This includes more than 100 narrowbody planes and approximately 20 Boeing 787 widebody jets.
The widebody deliveries represent the most for any U.S. passenger airline since 1988. United is also upgrading its Washington Dulles and Houston hub facilities.
Government Shutdown Impact
A 43-day federal government shutdown created challenges in Q4. United offered full refunds to all customers, even those with non-canceled flights.
The customer-focused approach boosted satisfaction scores and November bookings. However, the shutdown’s impact on bookings and costs reduced pre-tax earnings by roughly $250 million.
UBS analyst Atul Maheswari maintains a Buy rating with a $145 price target, implying 27.6% upside. He believes United’s corporate and premium customer focus positions it well for Q1 2026.
The company will discuss results in a conference call Wednesday at 10:30 a.m. Eastern time. American Airlines reports January 27, while Southwest Airlines releases results January 29.
The post United Airlines (UAL) Stock: Beats Q4 Estimates With Record Revenue appeared first on Blockonomi.
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This articles is written by : Nermeen Nabil Khear Abdelmalak
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