Here’s a breakdown of the key details from the provided text about United Airlines’ recent performance and outlook:
Recent Performance (December Quarter & Early 2026):
* Record Revenue: Despite a $160 million hit to pre-tax earnings, the December quarter was United’s highest-revenue quarter ever. They also achieved the highest revenue per seat of the year.
* Strong Start to 2026: The week ending January 4th saw record passenger revenue from flown tickets. This was followed by a record week for ticket sales and business travel bookings.
* Q4 Earnings: Adjusted earnings for the fourth quarter were $3.10 per share,exceeding analyst estimates of $2.94.
* Q4 Revenue: Total revenue increased by 4.8% to $15.4 billion.
Future Outlook (2026):
* Fleet Expansion: United expects to receive over 100 narrowbody jets and about 20 Boeing 787 widebody planes.
* Hub Upgrades: Plans for upgrades at Washington Dulles and Houston hubs.
* Q1 2026 profit Forecast: Forecasts adjusted profit of $1 to $1.50 per share (midpoint $1.25), above the analyst estimate of $1.13.
* Full Year 2026 Earnings Projection: Projected adjusted earnings of $12 to $14 per share, slightly above the analyst average of $13.16.
