UAL
United Airlines Holdings, Inc.112.48
+4.78+4.44%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
36.41BP/E (TTM)
11.27Basic EPS (TTM)
9.98Dividend Yield
0%Recent Filings
8-K
UAL Q3 profit tops estimates
United Airlines Holdings beat Q3 2025 expectations with adjusted diluted EPS of $2.78 on $15.2 billion revenue, up 2.6% year-over-year, while capacity grew 7.2% amid economic volatility. Brand-loyal customers drove resilience, with premium cabin revenue up 6% and loyalty revenue up 9%, bolstered by over $1 billion in experience investments this year and another planned for 2026. Q4 guidance projects $3.00-$3.50 adjusted EPS, signaling unit revenue gains. Debt reduction sharpened the balance sheet.
10-Q
Q2 FY2025 results
United Airlines posted Q2 revenue of $15.2B, up 1.7% y/y from $15.0B, driven by 5.9% capacity growth and 4.1% more passengers, though yields dipped 3.2% and PRASM fell 4.5%. Operating income slid to $1.3B from $1.9B y/y, pressured by a $561M special charge for flight attendant ratification bonuses, higher salaries up 7.7%, and maintenance costs up 20.8%, offset by fuel expenses down 11.4% to $2.8B. Diluted EPS of $2.97 on 327.2M shares reconciles cleanly to $973M net income. YTD revenue climbed 3.4% to $28.4B with operating income steady at $1.9B; free cash flow stood at $3.4B (derived). Cash swelled to $9.4B plus $6.3B short-term investments, total debt $27.1B with $3.0B revolver available; post-quarter, prepaid $1.5B MileagePlus notes. Fleet modernization presses on with $54.8B aircraft commitments. Yet labor disputes could snag operations.
8-K
United beats Q2 EPS estimates
United Airlines posted Q2 2025 adjusted diluted EPS of $3.87 on $15.2 billion revenue, up 1.7% year-over-year, while growing earnings and pre-tax margin versus H1 2024 despite a Newark event dragging margins by 1.2 points. Demand accelerated 6 points in early July amid easing geopolitical tensions, with industry supply set to inflect mid-August. United repaid MileagePlus debt using cash, dropping net leverage to 2.0x. Full-year adjusted EPS guidance holds at $9.00-$11.00. Operations hit post-pandemic highs.
8-K
UAL redeems $1.52B notes
United Airlines Holdings redeemed $1.52 billion in 6.50% Senior Secured Notes due 2027 on July 7, 2025, using cash on hand, freeing MileagePlus assets from encumbrances after a prior $1.8 billion term loan prepayment. This move slashes total debt to $25.6 billion from a 2021 peak of $36.3 billion, advancing the deleveraging plan toward a net leverage target below 2.0x while maintaining $17.1 billion in liquidity. Debt dropped sharply.
8-K
UAL annual meeting results
United Airlines Holdings held its annual meeting on May 21, 2025, electing all 11 board nominees with strong support—over 95% for most—plus union picks Captain Brian Noyes from ALPA and Richard Johnsen from IAM for one-year terms. Stockholders ratified Ernst & Young as auditors and approved executive pay on advisory votes. A proposal to drop the one-year holding period for special meetings failed decisively. All directors now serve until 2026.
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