United(US:UAL) ZACKS·2025-01-21 23:16Core Insights - United Airlines reported quarterly earnings of $3.26 per share, exceeding the Zacks Consensus Estimate of $3.01 per share, and up from $2 per share a year ago, representing an earnings surprise of 8.31% [1] - The company achieved revenues of $14.7 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 2.13% and increasing from $13.63 billion year-over-year [2] - United Airlines has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.65 on revenues of $13.31 billion, while for the current fiscal year, the estimate is $12.56 on revenues of $60.46 billion [7] - The estimate revisions trend for United Airlines is favorable, contributing to a Zacks Rank 1 (Strong Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Transportation - Airline industry is currently ranked in the top 12% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] Competitor Insights - JetBlue Airways is expected to report a quarterly loss of $0.33 per share, reflecting a year-over-year decline of 73.7%, with revenues anticipated to be $2.26 billion, down 3% from the previous year [9][10]