United Airlines Earnings Preview: What to Expect

Core Insights - United Airlines Holdings, Inc. (UAL) is set to announce its fiscal third-quarter earnings for 2025 on October 15, with a market cap of $30.2 billion [1] Financial Performance - Analysts expect UAL to report a profit of $2.63 per share on a diluted basis, which represents a 21% decrease from $3.33 per share in the same quarter last year [2] - For the current year, UAL's expected EPS is $10.26, down 3.3% from $10.61 in fiscal 2024, but projected to rise 21.7% year over year to $12.49 in fiscal 2026 [3] Stock Performance - UAL stock has increased by 70.1% over the past year, significantly outperforming the S&P 500 Index's 12.6% gains and the Industrial Select Sector SPDR Fund's 20.5% gains during the same period [4] Market Trends - A report from aviation analytics firm Cirium indicated a slowdown in transatlantic demand, with planned bookings from Europe to the U.S. down 11% compared to the previous year, which may pose challenges for UAL and other major U.S. carriers [5] Analyst Ratings - The consensus opinion on UAL stock is highly bullish, with a "Strong Buy" rating from 18 out of 22 analysts, while the average analyst price target is $117.60, suggesting a potential upside of 24% from current levels [6]