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United Airlines Holdings Earnings Calls
| Release date | Oct 15, 2025 |
| EPS estimate | $2.65 |
| EPS actual | $2.78 |
| EPS Surprise | 4.91% |
| Revenue estimate | 15.467B |
| Revenue actual | 15.225B |
| Revenue Surprise | -1.57% |
| Release date | Jul 16, 2025 |
| EPS estimate | $3.81 |
| EPS actual | $2.97 |
| EPS Surprise | -22.05% |
| Revenue estimate | 15.329B |
| Revenue actual | 15.236B |
| Revenue Surprise | -0.606% |
| Release date | Apr 15, 2025 |
| EPS estimate | $0.750 |
| EPS actual | $1.16 |
| EPS Surprise | 54.67% |
| Revenue estimate | 15.454B |
| Revenue actual | 13.213B |
| Revenue Surprise | -14.50% |
| Release date | Jan 20, 2025 |
| EPS estimate | $3.04 |
| EPS actual | $3.26 |
| EPS Surprise | 7.24% |
| Revenue estimate | 14.347B |
| Revenue actual | 14.695B |
| Revenue Surprise | 2.42% |
Last 4 Quarters for United Airlines Holdings
Below you can see how 0LIU.L performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 20, 2025 |
| Price on release | $108.27 |
| EPS estimate | $3.04 |
| EPS actual | $3.26 |
| EPS surprise | 7.24% |
| Date | Price |
|---|---|
| Jan 14, 2025 | $106.63 |
| Jan 15, 2025 | $106.41 |
| Jan 16, 2025 | $106.26 |
| Jan 17, 2025 | $107.65 |
| Jan 20, 2025 | $108.27 |
| Jan 21, 2025 | $109.08 |
| Jan 22, 2025 | $108.40 |
| Jan 23, 2025 | $105.30 |
| Jan 24, 2025 | $107.05 |
| 4 days before | 1.54% |
| 4 days after | -1.13% |
| On release day | 0.750% |
| Change in period | 0.394% |
| Release date | Apr 15, 2025 |
| Price on release | $67.13 |
| EPS estimate | $0.750 |
| EPS actual | $1.16 |
| EPS surprise | 54.67% |
| Date | Price |
|---|---|
| Apr 09, 2025 | $66.60 |
| Apr 10, 2025 | $61.73 |
| Apr 11, 2025 | $62.02 |
| Apr 14, 2025 | $65.05 |
| Apr 15, 2025 | $67.13 |
| Apr 16, 2025 | $66.03 |
| Apr 17, 2025 | $66.23 |
| Apr 22, 2025 | $66.05 |
| Apr 23, 2025 | $69.58 |
| 4 days before | 0.799% |
| 4 days after | 3.65% |
| On release day | -1.64% |
| Change in period | 4.47% |
| Release date | Jul 16, 2025 |
| Price on release | $86.90 |
| EPS estimate | $3.81 |
| EPS actual | $2.97 |
| EPS surprise | -22.05% |
| Date | Price |
|---|---|
| Jul 10, 2025 | $93.63 |
| Jul 11, 2025 | $87.84 |
| Jul 14, 2025 | $87.30 |
| Jul 15, 2025 | $88.05 |
| Jul 16, 2025 | $86.90 |
| Jul 17, 2025 | $90.73 |
| Jul 18, 2025 | $92.14 |
| Jul 21, 2025 | $91.79 |
| Jul 22, 2025 | $90.94 |
| 4 days before | -7.19% |
| 4 days after | 4.66% |
| On release day | 4.42% |
| Change in period | -2.87% |
| Release date | Oct 15, 2025 |
| Price on release | $103.65 |
| EPS estimate | $2.65 |
| EPS actual | $2.78 |
| EPS surprise | 4.91% |
| Date | Price |
|---|---|
| Oct 09, 2025 | $100.33 |
| Oct 10, 2025 | $97.97 |
| Oct 13, 2025 | $98.62 |
| Oct 14, 2025 | $103.29 |
| Oct 15, 2025 | $103.65 |
| Oct 16, 2025 | $97.98 |
| Oct 17, 2025 | $99.53 |
| Oct 20, 2025 | $101.67 |
| Oct 21, 2025 | $100.03 |
| 4 days before | 3.31% |
| 4 days after | -3.49% |
| On release day | -5.47% |
| Change in period | -0.299% |
United Airlines Holdings Earnings Call Transcript Summary of Q3 2025
United reported a strong Q3 2025 driven by its long-term strategy to win "brand loyal" customers through >$1 billion/year in product investments (clubs, food, seatback screens, Starlink WiFi, technology). Revenue: total revenue rose 2.6% to $15.2B, with premium cabins outperforming main cabin; loyalty revenue grew >9% and management highlighted substantial upside for the MileagePlus business. Operations: busiest summer in company history, record daily ASMs, improved reliability (lowest Q3 cancellations in company history, hubs mostly top-2 in OTP), and Starlink installations are ramping (first Starlink-equipped 737-800 flew in October). Costs/finance: CASM-ex declined 0.9% in Q3 despite investments; management expects CASM-ex to run roughly +2%–3% annually over the medium term (1% inflation + 1% efficiency offset by ~1% product investment). Guidance: Q4 EPS $3.00–$3.50 and full-year EPS toward the upper half of $9–$11; United expects to be the only U.S. carrier to grow earnings in 2025. Balance sheet: bought back 377 aircraft leases to remove expensive financing, improved debt profile (avg cost of debt <5%), S&P upgraded United to BB+. Strategy/outlook: management reiterated a multi-year path to low-teen and then mid-teen pretax margins by adding ~1 point of margin per year from revenue/cost initiatives and larger gains as industry capacity rationalizes; loyalty EBITDA could double over time. Key near-term risks noted: regional revenue softness (Latin America) and external factors including ATC/FAA actions and a potential prolonged U.S. government shutdown.
