UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | Exact Name of Registrant as Specified in its Charter, I.R.S. Employer | Commission | | | | | State of | | | | | | --- | --- | --- | --- | --- | --- | --- | --- ...

United Airlines Holdings, Inc. (NASDAQ:UAL) Q2 2023 Earnings Conference Call July 20, 2023 10:30 AM ET Company Participants Kristina Munoz - Director Investor Relations Scott Kirby - Chief Executive Officer Brett Hart - President Andrew Nocella - Executive Vice President and Chief Commercial Officer Gerry Laderman - Executive Vice President and Chief Financial Officer Linda Jojo - Executive VP & Chief Customer Officer Conference Call Participants David Vernon - Sanford C. Bernstein Conor Cunningham - Meliu ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | United Airlines Holdings, Inc. | Yes | ☐ | No | ☒ | | --- | --- | --- | --- | --- | | United Airlines, Inc. | Yes | ☐ | No | ☒ | The number of shares outst ...

United Airlines Holdings, Inc. (NASDAQ:UAL) Q1 2023 Earnings Conference Call April 19, 2023 10:30 AM ET Company Participants Kristina Munoz - Investor Relations Scott Kirby - Chief Executive Officer Brett Hart - President Andrew Nocella - Executive Vice President and Chief Commercial Officer Gerry Laderman - Executive Vice President and Chief Financial Officer Torbjorn Enqvist - Executive Vice President and Chief Operations Officer Conference Call Participants Catherine O’Brien - Goldman Sachs Jamie Baker - ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Exchange Act. United Airlines Holdings, Inc. Large accelerated filer ☒ Accelerated filer ☐ Non-accelerated filer ☐ Smaller reporting company ☐ Emerging growth company ☐ United Airlines, Inc. Large accelerated filer ☐ Accelerated filer ☐ Non-accelerated filer ☒ Smaller reporting company ☐ Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period ...

United Airlines Holdings, Inc. (NASDAQ:UAL) Barclays Industrial Select Conference Call February 23, 2023 9:45 AM ET Company Participants Michael Leskinen - VP, Corporate Development and IR Conference Call Participants Brandon Oglenski - Barclays Jamie Baker - JPMorgan Brandon Oglenski All right. Good morning. And welcome to day two, session four. Barclays Industrial Select Conference. I'm Brandon Oglenski, airline and transport analyst and very excited to be hosting United Airlines next [Technical Difficult ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number Exact Name of Registrant as Specified in its Charter, Principal Executive Office Address and Telephone Number State of Incorporation I.R.S. Employer I ...

| --- | --- | --- | --- | |-------|-------|-------|--------------| | | | | | | | | | Exhibit 99.3 | Forward-Looking Statements and Non-GAAP Financial Information 2 This presentation contains statements about United Airlines Holdings, Inc.'s (the "Company") future financial position, results of operations, market position, capacity, fleet, product development and business strategy that constitute "forward-looking statements" for purposes of the safe harbor provisions under the Private Securities Litigation R ...

Financial Data and Key Metrics Changes - United Airlines reported an adjusted pretax income of $1.1 billion for Q4 2022, exceeding expectations and returning to pre-pandemic profitability levels, with a 9% adjusted pretax margin achieved in the second half of 2022, matching the target for 2023 [35][37] - The company expects first quarter 2023 CASM-ex to decrease by 3% to 4% with capacity increasing by 20% compared to Q1 2022, and full year 2023 CASM-ex to be flat with high-teens capacity growth [36][37] Business Line Data and Key Metrics Changes - TRASM for Q4 2022 increased by 25.8% and PRASM by 24.6% compared to the same period in 2019, despite a 9.5% reduction in capacity [26] - PRASM growth was strong across all network segments, with domestic results up 23%, Latin up 30%, Europe up 11%, and Pacific up 42% [26] Market Data and Key Metrics Changes - International demand remains robust, with expectations for record profits and margins across the global network, particularly as Asia approaches full reopening [28] - The company anticipates a favorable supply-demand environment for domestic operations due to industry-wide constraints [30] Company Strategy and Development Direction - United Airlines has adopted a strategy to invest in technology, infrastructure, and staffing to prepare for a more complex operating environment post-pandemic, distinguishing itself from competitors [18][23] - The company plans to open 17 new mainline gates in Newark and 20 in Denver in 2023, enhancing customer experience and reliability [31] Management's Comments on Operating Environment and Future Outlook - Management believes the airline industry has undergone structural changes that will lead to higher margins, with a focus on operational reliability and cost convergence [20][36] - The company is confident in achieving its margin targets despite industry challenges, citing a strong correlation between revenue and fuel costs historically [41][42] Other Important Information - United Airlines ended 2022 with liquidity of $18 billion and reduced adjusted net debt by $3.3 billion compared to year-end 2021, aiming for an adjusted net debt to EBITDAR ratio of less than 3 times by the end of 2023 [39] Q&A Session Summary Question: Concerns about 2023 jet fuel guidance and cost-revenue link - Management expressed confidence in the correlation between revenue and fuel costs, noting that historical data supports this relationship despite recent fluctuations [41][42] Question: Future of United Next plan in light of cost structure changes - Management acknowledged an industry reset on costs but maintained confidence in the relative cost advantages of the United Next plan, emphasizing the importance of mainline gauge benefits [44] Question: Revenue as a percentage of GDP and pricing strategies - Management indicated that while load factors may not change significantly, pricing in real terms is expected to rise, moving away from historically low fares [46][47] Question: Capacity growth targets for the next few years - Management refrained from resetting long-term capacity growth targets due to ongoing delivery delays but remains confident in achieving margin goals under various scenarios [48][49] Question: Labor cost assumptions and pilot economics - Management did not provide specific details on labor negotiations but acknowledged the impact of pilot staffing on overall cost structure [51] Question: Corporate travel budgets for 2023 - Management noted a positive outlook for corporate travel budgets in January, indicating a strong recovery trajectory for long-haul global travel [59]

United Airlines Holdings, Inc. (NASDAQ:UAL) Q3 2022 Results Conference Call October 19, 2022 10:30 AM ET Company Participants Kristina Munoz - Director, IR Scott Kirby - CEO Brett Hart - President Andrew Nocella - EVP and Chief Commercial Officer Gerry Laderman - EVP and CFO Conference Call Participants Michael Linenberg - Deutsche Bank Ravi Shanker - Morgan Stanley Helane Becker - Cowen Steve Trent - Citigroup Jamie Baker - JP Morgan Scott Group - Wolfe Research Duane Pfennigwerth - Evercore ISI Conor Cunn ...