United Airlines (NASDAQ:UAL) Issues FY 2026 Earnings Guidance

United Airlines (NASDAQ:UAL) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 9.000-11.000 for the period, compared to the consensus earnings per share estimate of 9.960. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on UAL. The Goldman Sachs Group upped their price objective on shares of United Airlines from $131.00 to $162.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. Wall Street Zen raised shares of United Airlines from a “hold” rating to a “buy” rating in a research note on Saturday, April 25th. UBS Group increased their price target on United Airlines from $148.00 to $153.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. Susquehanna raised their price objective on United Airlines from $135.00 to $172.00 and gave the stock a “positive” rating in a report on Tuesday, July 7th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Airlines in a research report on Monday, April 20th. Sixteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $151.62.

United Airlines Stock Up 0.5%

United Airlines stock traded up $0.62 during trading on Wednesday, reaching $120.97. 5,368,972 shares of the company’s stock were exchanged, compared to its average volume of 6,580,466. United Airlines has a 52-week low of $82.42 and a 52-week high of $138.77. The firm has a market cap of $39.26 billion, a price-to-earnings ratio of 10.80, a PEG ratio of 0.89 and a beta of 1.25. The company has a debt-to-equity ratio of 1.38, a quick ratio of 0.64 and a current ratio of 0.70. The company’s 50-day moving average is $113.50 and its two-hundred day moving average is $106.52.

United Airlines (NASDAQ:UAL) last issued its earnings results on Wednesday, July 15th. The transportation company reported $1.99 earnings per share for the quarter, topping the consensus estimate of $1.89 by $0.10. United Airlines had a return on equity of 24.33% and a net margin of 6.06%.The company had revenue of $17.67 billion during the quarter, compared to the consensus estimate of $17.62 billion. United Airlines has set its FY 2026 guidance at 9.000-11.000 EPS. On average, analysts predict that United Airlines will post 10.5 earnings per share for the current year.

Insider Transactions at United Airlines

In other news, EVP Andrew P. Nocella sold 7,000 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $90.19, for a total value of $631,330.00. Following the sale, the executive vice president owned 215,345 shares in the company, valued at approximately $19,421,965.55. This represents a 3.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO J Scott Kirby sold 1,078 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $120.74, for a total value of $130,157.72. Following the sale, the chief executive officer owned 797,851 shares in the company, valued at $96,332,529.74. The trade was a 0.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 96,381 shares of company stock valued at $10,837,575. Insiders own 0.86% of the company’s stock.

Trending Headlines about United Airlines

Here are the key news stories impacting United Airlines this week:

• Positive Sentiment: Morgan Stanley highlighted United Airlines as one of its top stock picks into earnings, citing expectations for strong quarterly results and potential outperformance. Morgan Stanley picks United Airlines stock
• Positive Sentiment: Wall Street analysts’ average price target still implies meaningful upside for UAL, reinforcing the view that the shares may have room to run if earnings and guidance meet expectations. Analyst upside for United Airlines
• Positive Sentiment: United’s new Economy Plus and premium seating features on its Airbus A321XLR aircraft may help it boost ancillary revenue and strengthen its premium-brand positioning. United seat innovation article
• Neutral Sentiment: Investors are waiting for United’s Q2 earnings after the close, with UBS saying the market is looking for EPS of about $1.85 to $1.90, well above United’s own $1 to $2 guidance range. United Airlines Q2 preview
• Neutral Sentiment: Broader market futures are higher and investors are generally upbeat on earnings season, which may be providing a modest tailwind to airline shares including UAL. Market rally and futures article
• Negative Sentiment: Fuel costs remain the biggest near-term risk heading into the report, and higher oil prices could pressure margins if United cannot offset them with fare strength or cost control. Fuel cost concern for United Airlines

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the business. AXA S.A. raised its holdings in United Airlines by 0.8% during the 2nd quarter. AXA S.A. now owns 15,465 shares of the transportation company’s stock worth $1,231,000 after buying an additional 121 shares during the period. Illinois Municipal Retirement Fund boosted its holdings in shares of United Airlines by 0.3% in the fourth quarter. Illinois Municipal Retirement Fund now owns 49,083 shares of the transportation company’s stock worth $5,488,000 after buying an additional 143 shares during the period. Ausdal Financial Partners Inc. increased its position in shares of United Airlines by 3.6% in the fourth quarter. Ausdal Financial Partners Inc. now owns 4,103 shares of the transportation company’s stock worth $459,000 after acquiring an additional 144 shares in the last quarter. VestGen Investment Management raised its holdings in shares of United Airlines by 2.9% during the fourth quarter. VestGen Investment Management now owns 5,915 shares of the transportation company’s stock valued at $661,000 after acquiring an additional 165 shares during the period. Finally, Integrated Wealth Concepts LLC raised its holdings in shares of United Airlines by 1.6% during the third quarter. Integrated Wealth Concepts LLC now owns 11,404 shares of the transportation company’s stock valued at $1,100,000 after acquiring an additional 177 shares during the period. Institutional investors own 69.69% of the company’s stock.

About United Airlines

United Airlines Holdings, Inc operates United Airlines, a major U.S. full-service passenger carrier providing scheduled air transportation for passengers and cargo. The company offers a comprehensive route network that covers domestic markets across the United States as well as extensive international service to Europe, Asia, Latin America, and the Pacific. United operates a mixed fleet of narrow- and wide-body aircraft on point-to-point and hub-and-spoke routes, and supports corporate and leisure travel through offerings such as premium cabins, basic economy, and ancillary services including baggage, seat selection and in-flight amenities.

In addition to passenger operations, United provides cargo services through United Cargo, handling freight, mail and specialized shipments.