Key Takeaways:
- UAL reported Q2 EPS of $1.99, topping the $1.89 consensus estimate by 5%.
- Revenue came in at $17.67 billion, a slight miss versus the $17.79 billion forecast.
- The airline maintained its full-year outlook amid steady travel demand.
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United Airlines beats Q2 EPS estimates as travel demand holds steady
United Airlines reported second-quarter earnings that beat analyst expectations on profit while revenue fell just short of consensus, as travel demand remained resilient through the peak summer season.
"Consumer travel demand continues to be strong across both domestic and international routes," Chief Executive Officer Scott Kirby said in the earnings release.
The Chicago-based carrier posted adjusted earnings per share of $1.99 for the quarter ended June 30, surpassing the $1.89 average estimate compiled by Bloomberg. Revenue reached $17.67 billion, slightly below the $17.79 billion consensus forecast, representing a miss of about 0.7%.
The EPS beat was driven by strong pricing power and cost controls, even as fuel costs remained elevated. United's load factor — the percentage of available seats filled — held above 85% during the quarter, reflecting sustained demand from both leisure and business travelers.
United maintained its full-year guidance, signaling confidence that travel demand will hold through the second half of 2026. The airline faces a favorable comparison in the third quarter, when peak summer travel typically generates the industry's strongest revenue.
Shares rose in extended trading following the report. The stock has gained about 12% year to date through the regular session close, outperforming the S&P 500 airlines index.
The EPS beat signals that United's operational discipline is paying off even as revenue growth moderates. Investors will watch the company's third-quarter guidance update on its earnings call for signs of how fare trends and fuel costs are shaping the outlook.
This article is for informational purposes only and does not constitute investment advice.
