CHICAGO, May 22, 2025 /PRNewswire/ -- United will present at the Bernstein 41st Annual Strategic Decisions Conference Thursday, May 29, beginning at 1:30 p.m. EST.The live webcast will be available on the investor relations section of United's website at ir.united.com. The company will archive the audio webcast on the website within 24 hours of the presentation.About UnitedAt United, Good Leads The Way. With U.S. hubs in Chicago, Denver, Houston, Los Angeles, New York/Newark, San Francisco and Washington, D ...

We initiate coverage on United Airlines Holdings, Inc. ( UAL ) with a Strong Buy rating and a $121 PT, and estimate FY25E revenue of $59.2bn (+2.5% y/y) and FY26E revenue of $63.3bn (+7.0% y/y). United Airlines Holdings, Inc. is a global air carrier providing passenger andMoretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify compa ...

Financial Data and Key Metrics Changes - The company has significantly increased its cash reserves, now holding three times as much cash on the balance sheet compared to pre-COVID levels, providing more financial flexibility during economic stress [9][10] - The company has moved into a leadership position in terms of profitability both in the US and globally [11] Business Line Data and Key Metrics Changes - In 2024, the company achieved a record number of customers carried and record revenue, indicating strong operational performance [13] - The company has expanded its fleet, surpassing 300 new and retrofit aircraft, enhancing customer experience with upgraded interiors and technology [15][16] Market Data and Key Metrics Changes - The company reported setting records for on-time performance during various months throughout the year, reflecting improved operational efficiency [14] Company Strategy and Development Direction - The company is focused on building a more resilient airline capable of withstanding economic downturns, emphasizing cash reserves, profitability, and balance sheet strength as key strategies [9][11] - The "United Next" strategy has been embraced by employees and is yielding strong results, positioning the company competitively in the market [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the stability of the macro economy, noting a stable to slightly improving revenue and booking environment [43][44] - The company remains committed to sustainable aviation fuels as a business imperative, which is also beneficial for climate goals [41][42] Other Important Information - The company has made significant investments in training and facilities, hiring over 10,000 employees to support operational growth [14] Q&A Session Summary Question: Would United Airlines reconsider its net zero target given changing legal and regulatory environments? - Management emphasized that sustainable aviation fuels are a business necessity due to fuel price volatility and will continue on the current path [41][42] Question: How will United fare this year in times of market and economic uncertainty? - Management indicated a stable to slightly better macroeconomic environment and expressed optimism about revenue and bookings [43][44]

联合航空公司：预计在5月22日至28日期间将有约380万人次搭乘航班；预计2025年6月、7月和8月将有 约5000万乘客搭乘其航班。 ...

Group 1 - United Airlines Holdings Inc (UAL) and Delta Air Lines Inc (DAL) have been upgraded to "buy" from "neutral" by UBS, with price targets set at $105 and $96 respectively [1] - UAL shares are currently trading at $79.08, up 1.2% today, but down 18.5% year-to-date; however, they have gained 14% this quarter [1] - DAL shares are trading at $51.16, up 0.5% today, down 15% year-to-date, but have also gained 17% this quarter [2] Group 2 - Both UAL and DAL have been rejected by their 80-day moving averages last week, indicating a similar technical setup [2] - There are no sell ratings on either stock, and the potential for a short squeeze has been exhausted [2] - Options for both UAL and DAL are affordably priced, with their Schaeffer's Volatility Indexes ranking in the 16th and 15th percentiles of their annual range [3] Group 3 - Schaeffer's Volatility Scorecards for UAL and DAL are at 95 and 99 respectively, indicating a history of exceeding option traders' volatility expectations over the past year [3]

【文/观察者网 王勇 编辑/赵乾坤】 据民航局日前发布的数据，截至目前，中外航司执行国际客运航班周均达6428班，比去年同期增长 25.4%。其中中方航司执飞4470班，比去年同期增长31.4%；外方航司执飞1958班，比去年同期增长 13.6%。 中国东方航空航班《旅行与旅游世界》 数据显示，我国与共建"一带一路"国家间航班量份额稳步提高，目前航班量占比达到约72%。此外，今 年以来，我国国际航线网络不断完善，通航国家数量达到79个，国际航班通达性进一步提升。 随着我国国际航线网络不断拓展，"五一"假期期间，入境游客达111.5万人次，同比增长43.1%。今年以 来国际航线数量一路上涨，前4个月新增5个通航国家，79个国家的"国际特种兵"可以直接"空降"中国。 据国际旅游行业媒体《旅行与旅游世界》5月14日报道，中国东方航空今夏将强势拓展国际航线版图， 新开六条横跨欧亚大陆的空中通道，其中包括伊斯坦布尔、巴黎和阿拉木图三大全新航点。这一战略布 局将显著增强中国与欧洲、中亚核心城市间的航空联通性。 美国《航空周刊》日前报道称，中国东方航空公司正在深化其在欧洲和中亚的空中交通网络，该航司将 于 6 月 30 日 ...

A month has gone by since the last earnings report for United Airlines (UAL) . Shares have added about 17.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is United due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, ...

【WitsView整理】 5月13日，美联航公布了其新波音787-9客舱的内部设计，包括经济舱和商务 舱在内的所有舱位都配备了OLED显示屏。 图片来源：美联航 首先亮相的是美联航Polaris Studio套房，其位于全新商务舱的第一排，空间比普通Polaris商务舱 座椅大25%，并配备27英寸4K OLED显示屏。 全新标准商务舱座椅将配备19英寸4K OLED显示屏，而Premium Plus豪华经济舱座椅则配备16 英寸4K OLED显示屏；普通经济舱座椅则配备13英寸4K OLED显示屏。 值得注意的是，值得注意的是，近期沙特阿拉伯的新航空公司利雅得航空宣布，为其波音787-9 机队全舱位配备4K OLED显示屏，尺寸从经济舱的13.3英寸、高级经济舱的15.6英寸，到商务舱 及商务精英舱的32英寸不等。 据报道称，美联航是继加拿大航空、利雅得航空和冰岛航空之后，最新一家为其机舱配备OLED显 示屏的航空公司。 #OLED ▶ 关于集邦 上下滑动查看 ...

Group 1: Investment and Sustainability Initiatives - United Airlines (UAL) announced an investment in Twelve, a low-carbon fuels company that produces sustainable aviation fuel (SAF) using a process similar to photosynthesis [1] - This investment is part of UAL's Sustainable Flight Fund, which aims to support innovations that make air travel cleaner and reduce aviation emissions by 90% by 2050 [2][3] - The Sustainable Flight Fund, launched in 2023, has grown to over $200 million and focuses on expediting the development and production of SAF [3] Group 2: Financial Performance and Market Position - UAL benefits from declining oil prices, with fuel expenses decreasing by 8.6% year over year in Q1 2025, positively impacting its bottom line [5] - The company announced a $1.5 billion share buyback plan, marking its first buyback since the COVID-19 pandemic, and has repurchased shares worth $451 million through April 10 [6] - UAL is trading at a discount compared to the Zacks Transportation-Airline industry, with a Value Score of A, indicating a favorable valuation relative to peers [7] Group 3: Stock Performance and Earnings Outlook - UAL's stock has underperformed due to tariff-induced slowdowns, with shares down 19.1% year-to-date [10] - Earnings per share estimates for 2025 have declined over the past 60 days, reflecting a negative trend in earnings revisions [13] - UAL's adjusted EPS outlook for 2025 ranges from $7 to $13.50, depending on economic conditions, with high labor costs also impacting profitability [15]

Core Insights - U.S. airlines are set to meet with the Federal Aviation Administration (FAA) to discuss potential flight cuts at Newark Liberty International Airport due to recent equipment failures and air traffic controller shortages, which have caused significant flight disruptions [1] - Transportation Secretary Sean Duffy indicated that the issues observed at Newark could be indicative of broader problems across the country, emphasizing the need for modernization of the U.S. aviation infrastructure [1] - Recent incidents included a loss of communication for air traffic controllers at Newark, leading to over 1,000 flight delays, exacerbated by controllers taking trauma leave due to stress from the situation [1] Equipment and Infrastructure Issues - A telecommunications issue at the Newark facility led to a slowdown of traffic, highlighting ongoing vulnerabilities in the aviation system [2] - Runway construction at Newark has further contributed to delays, raising concerns among airline executives as the busy summer travel season approaches [2]