United Airlines

UAL

Market cap $33.7B

The headline numbers for United (UAL) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

United Airlines (UAL) came out with quarterly earnings of $2.78 per share, beating the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $3.33 per share a year ago.

United Airlines expects strong travel demand leading to record revenue in the holiday quarter, but the stock fell after third-quarter revenue missed expectations, again.

The Chicago-based carrier said that revenue per available seat mile was down 4.3% in the third quarter, but should meaningfully improve in the fourth quarter that includes the busy holiday travel season.

CNBC's Phil LeBeau joins 'Closing Bell Overtime' to talk United Airlines quarterly results.

United Airlines on Wednesday forecast a higher-than-expected profit in the fourth quarter on the back of robust demand for premium travel and improved pricing power.

United Airlines posted higher-than-expected earnings for the third quarter but revenue that missed Wall Street's estimates. The carrier boosted capacity more than 7% in the third quarter while unit sales fell for both domestic and international travel.

Q3 diluted earnings per share of $2.90 ; Q3 adjusted diluted earnings per share1 of $2.78, above the top end of guidance; Q4 adjusted diluted earnings per share guidance of $3.00 to $3.50 2 Customer investments this year are on track to total over $1 billion focused on improving the experience, product and service, delivering more value for every customer on every flight, and United expects to invest over $1 billion more in 2026 Growing base of brand-loyal customers boosted resilience through macro volatility during the first three quarters of the year and is poised to fuel a strong Q4 as the demand environment strengthens with an expected meaningful improvement in unit revenue year-over-year compared to Q3 Operational excellence continues to lay a solid foundation for the overall business as United flew its largest summer mainline schedule ever in 2025 and had its lowest third-quarter cancel rate in its history3 CHICAGO , Oct. 15, 2025 /PRNewswire/ -- United Airlines (UAL) today reported a third-quarter profit ahead of Wall Street expectations. The company had third-quarter pre-tax earnings of $1.3 billion, with a pre-tax margin of 8.2% and adjusted pre-tax earnings1 of $1.2 billion, with an adjusted pre-tax margin1 of 8.0%.

Management last quarter guided to Q3 EPS between $2.25 and $2.75, with improving booking trends, double-digit business demand acceleration, and stabilizing domestic yield

United Airlines (UAL) reports earnings after Wednesday's closing bell, and Sean Cudahy believes investors can take hints from another airline's report earnings: Delta Airlines (DAL). Sean sees high-end consumers and lack of international turbulence giving a lift to United.