- United Airlines’ adjusted earnings per share (EPS) for Q4 2025 were $3.26, surpassing the $3.05 estimate and showing an increase from the previous year’s $2 EPS.
- The company’s operating revenue reached $14.70 billion, marking a 7.8% year-over-year increase and exceeding the $14.35 billion estimate.
- Passenger revenue was reported at $13.28 billion with a 6.9% growth year-over-year, beating the projected $13.02 billion.
- Cargo revenue soared to $521 million, a significant 30% rise compared to last year, and outpaced the forecast of $434.2 million.
- Other revenue totaled $899 million, reflecting a 12% increase year-over-year, surpassing the $864.8 million estimate.
- Passenger revenue per available seat mile (PRASM) increased slightly by 0.6% year-over-year to 16.95 cents.
- Revenue passenger miles rose by 6.3% year-over-year to 64.46 billion, exceeding the estimated 64.28 billion.
- The average yield per revenue passenger mile inched up to 20.59 cents, compared to 20.47 cents the previous year.
- Available seat miles went up by 6.2% to 78.30 billion, surpassing the estimate of 77.67 billion.
- The load factor remained steady at 82.3% year-over-year, slightly below the expected 82.7%.
- Fuel consumption was consistent with estimates at 1.12 billion gallons, showing a 5.3% increase year-over-year.
- The average cost per fuel gallon decreased by 23% year-over-year to $2.40, under the projected $2.46.
- Despite strong results, United Airlines shares fell by 4.9% in post-market trading, closing at $105.11 with 34,689 shares traded.
- Analysts’ recommendations included 22 buys, 1 hold, and 1 sell.
United Airlines Holdings on Smartkarma
United Airlines Holdings has garnered positive analyst coverage on Smartkarma, an independent investment research network. Value Investors Club‘s report highlights the potential profitability of airlines due to a supply shortage and increased industry rationality. The author draws parallels between the current airline industry state and historical consolidation in the railroad industry. Meanwhile, Baptista Research‘s analysis of United Airlines showcases a mix of positive developments and challenges in the company’s third quarter of 2024 earnings. CEO Scott Kirby’s emphasis on operational competence and adaptability in adverse conditions reflects the company’s resilience in the face of challenges.
In another report by Baptista Research, United Airlines Holdings‘ strategic response to market competitiveness is explored based on its second quarter 2024 earnings. The company maintained a leading position in the industry by navigating capacity and demand fluctuations strategically. Despite a revenue increase of 5.7% year-over-year, challenges arose as Total Revenue per Available Seat Mile decreased by 2.4% due to significant capacity expansion, highlighting the industry-wide challenge of efficiently matching supply with demand.
A look at United Airlines Holdings Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 1 | |
| Growth | 5 | |
| Resilience | 2 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
United Airlines Holdings Inc, an airline holding company that transports individuals, goods, and mail both domestically and internationally, is positioned for a promising long-term outlook according to Smartkarma Smart Scores. The company excels in areas of growth and momentum, with a score of 5 in each category, indicating strong performance and potential for future expansion. Despite facing challenges in terms of value and resilience, with scores of 3 and 2 respectively, United Airlines Holdings‘ impressive growth and momentum scores suggest a positive trajectory for the company in the long run.
Smartkarma Smart Scores for United Airlines Holdings highlight a solid foundation for growth and momentum, key factors that can drive the company towards long-term success. While facing some limitations in terms of value and resilience, United Airlines Holdings‘ strong emphasis on growth and momentum signifies a bright outlook ahead. Investors may find potential in the company’s growth prospects and positive momentum, which could contribute to its long-term sustainability and success in the competitive airline industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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