Core Insights - United Airlines is set to report its third quarter earnings, with expectations of operating revenue reaching $15.28 billion, a 3% increase year-over-year, and adjusted EPS of $2.66 [1] - The airline's performance will be compared to Delta's recent results, which showed a significant improvement in premium and corporate travel [2] Financial Performance - United's operating revenue for the last quarter was a record $15.2 billion, driven by premium cabin and cargo revenue [2] - The airline is guiding its full-year EPS range to $9.00 - $11.00 [2] Operational Challenges - Earlier in the year, United faced operational issues at Newark Liberty Airport, one of its largest hubs, due to staffing shortages and air traffic control (ATC) problems [3][4] - Recent improvements have been noted, with Newark's on-time performance matching that of LaGuardia and JFK airports [3] Industry Context - The airline industry is currently facing concerns regarding ATC staffing due to a potential government shutdown, which has already caused significant delays at various airports [5][6] - Delta's CEO indicated that while ATC staffing is not currently affecting operational performance, it could become a concern if the shutdown persists [6]