United Airlines, Like Delta, Just Saw A Week With Record Ticket Sales

Core Insights - United Airlines reported strong fourth quarter results, exceeding analyst estimates, and provided optimistic guidance for 2026 [2][7] Financial Performance - In the fourth quarter, United Airlines achieved operating revenue growth of 4.8%, totaling $15.4 billion, and net income of $1.04 billion, up from $985 million the previous year [7] - Adjusted diluted earnings per share were reported at $3.10, surpassing analyst forecasts of $2.94 [7] - United's adjusted pre-tax margin was 8.5%, while Delta's was 9.5% [8] Demand and Growth Outlook - CEO Scott Kirby indicated strong demand, particularly in business travel, which is up well into the double digits [3] - United is set to take delivery of 20 widebody aircraft in 2026, marking the highest number for a U.S. airline in a single year since 1988 [3] - The week ending January 4th was noted as the highest flown revenue week in United's history, with the following week also setting records for ticketing and business sales [6] Competitive Landscape - United Airlines is focused on catching up with industry leader Delta, with both airlines expected to account for 100% of airline industry profits by 2025 [6] - Premium revenue for United increased by 9% in the fourth quarter and 11% for the full year, while the main cabin also performed well [5]