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United Airlines (UAL) Beats Q3 Earnings Estimates
UnitedUnited(US:UAL) ZACKSยท2025-10-15 22:11

Core Insights - United Airlines reported quarterly earnings of $2.78 per share, exceeding the Zacks Consensus Estimate of $2.64 per share, but down from $3.33 per share a year ago, indicating an earnings surprise of +5.30% [1][2] - The company generated revenues of $15.23 billion for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.51%, and showing an increase from $14.84 billion year-over-year [2] - United Airlines has surpassed consensus EPS estimates in all four of the last quarters, but has only topped revenue estimates once in the same period [2] Financial Performance - The earnings surprise of +5.30% reflects a positive trend in earnings performance, while the revenue miss indicates potential challenges in revenue growth [1][2] - The current consensus EPS estimate for the upcoming quarter is $2.67, with expected revenues of $15.08 billion, and for the current fiscal year, the EPS estimate is $10.15 on revenues of $58.83 billion [7] Market Position - United Airlines shares have increased by approximately 6.2% since the beginning of the year, underperforming compared to the S&P 500's gain of 13% [3] - The Zacks Rank for United Airlines is currently 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6] Industry Context - The Transportation - Airline industry, to which United belongs, is currently ranked in the bottom 31% of over 250 Zacks industries, indicating a challenging environment for the sector [8] - The performance of United Airlines may be influenced by the overall outlook for the airline industry, as empirical research shows a strong correlation between stock movements and earnings estimate revisions [5][8]