Core Viewpoint - United Airlines shares experienced a significant decline of up to 11.4% due to market volatility and the impact of Delta Air Lines' earnings report [1] Group 1: Market Conditions - United Airlines is expected to report deteriorating conditions in its upcoming first-quarter 2025 earnings, influenced by Delta's recent performance [2] - Both United and Delta have indicated that tariffs are negatively affecting bookings, with Delta revising its first-quarter revenue growth forecast down from 7%-9% to approximately 4%, ultimately achieving 3.3% [3] - Delta's CEO highlighted that "uncertainty around global trade" has stalled growth in consumer and corporate travel, although international, premium, and loyalty-based revenue showed resilience [4] Group 2: Implications for United Airlines - The weakness in Delta's main cabin revenue is likely to reflect negatively on United Airlines' outlook, despite some comfort from Delta's performance in international and premium travel [5] - Long-term investors may find reassurance in Delta's decision to reduce capacity growth in the latter half of the year, indicating a disciplined industry response to market slowdowns [6] - The primary concern for investors remains the stabilization of trade conflicts to support the recovery of the air travel industry post-lockdown [6]

United Airlines (UAL) shares soared 26.1% in the last trading session to close at $70.83. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 26.2% loss over the past four weeks.The stock gained following President Donald Trump's announcement that he would pause the "reciprocal" import taxes for 90 days. The President said he felt the pause was needed because "more than 75 countries" had contacted his administration to make trade dea ...

In its upcoming report, United Airlines (UAL) is predicted by Wall Street analysts to post quarterly earnings of $0.80 per share, reflecting an increase of 633.3% compared to the same period last year. Revenues are forecasted to be $13.48 billion, representing a year-over-year increase of 7.5%.The current level reflects a downward revision of 12% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their init ...

When Wall Street analysts decide to publish their view on a stock, investors tend to dismiss it as only being part of the regularly scheduled posts that these analysts have to make. However, the timing of these rating publications and the broader context matters a lot more, especially during times like today when the S&P 500 sell-offs drag just about any other stock down along with it. United Airlines TodayUALUnited Airlines$70.83 +14.68 (+26.14%) 52-Week Range$37.02▼$116.00P/E Ratio7.51Price Target$102.15 ...

Core Viewpoint - United Airlines (UAL) is expected to report first-quarter 2025 results on April 15, with a consensus estimate of earnings at 79 cents per share, reflecting a 23.3% downward revision over the past 60 days [1][2]. Financial Performance - The Zacks Consensus Estimate for first-quarter 2025 revenues is $13.5 billion, indicating a 7.6% increase from the same quarter in 2024 [2][3]. - UAL's earnings surprise history is notable, but the current model does not predict an earnings beat for this quarter, with an Earnings ESP of -5.77% [4][5]. Market Conditions - Domestic air travel demand has slowed due to tariff-induced economic uncertainties, while international passenger revenues are expected to increase by 14.4% year-over-year [6]. - Labor costs are projected to rise by 12.9% compared to the first quarter of 2024, which may negatively impact UAL's bottom line [7]. Stock Performance - UAL's stock, along with other major airlines, has seen significant declines in the January-March period, with UAL shares dropping by 28.9% [8]. - In terms of valuation, UAL is trading at a forward sales multiple of 0.36X, lower than the industry average of 0.53X, indicating a cheaper valuation compared to peers [11]. Investment Considerations - Despite improvements in air travel demand post-pandemic, the recent slowdown, particularly in domestic travel, raises concerns for UAL's passenger revenues [14]. - UAL has announced a $1.5 billion share buyback plan, the first since the pandemic, which reflects financial progress and aims to be funded by free cash flow generation [15]. - Overall, UAL is likely to report an unimpressive first-quarter performance due to low passenger revenues, especially domestically [16].

The International Brotherhood of Teamsters is launching a new billboard campaign blasting United Airlines for outsourcing their aircraft maintenance to China.  The campaign will include billboards in Chicago at Willis Tower and O'Hare International Airport, as well as one at Newark International Airport and the United Airlines Flight Training Center in Denver. "Would you trust a majority Chinese-owned company with aircraft repairs?" the billboard ad questions. "United Airlines does."The campaign comes after ...

In a bid to broaden its Pacific network,United Airlines Holdings, Inc. (UAL) is introducing new flights to Bangkok, Ho Chi Minh City, Adelaide and Manila.Let’s discuss the flight schedules in detail.Bangkok, Thailand & Ho Chi Minh City, VietnamStarting Oct. 26, 2025, UAL plans to provide daily flights to Bangkok, Thailand and Ho Chi Minh City, Vietnam. Both the routes will be served on a Boeing 787-9 Dreamliner. These new services mark UAL as the only U.S. airline to offer daily flights to Bangkok and Ho Ch ...

Airlines are likely not the first industry that comes to mind when discussing tariff impacts, but the sector is down big following Wednesday's broad tariff announcement.Shares of United Airlines Holdings (UAL -11.59%) are down 13% as of 10:30 a.m. ET. Meanwhile, shares of Frontier Group Holdings (ULCC -10.65%) and JetBlue Airways (JBLU -14.09%) are down 11% apiece, leading a broad sell-off in the sector.Second-order effectsAirlines are in the business of transporting people from point A to point B, and peop ...

United Airlines plans to add daily flights to Vietnam and Thailand in October, further expanding the network for the U.S. carrier that already has the most Asia service.In the expansion, United is using a tactic that's unusual in its network: Its airplanes from Los Angeles and San Francisco that are headed for Hong Kong will then go on to the two new destinations. The Bangkok, Thailand, and Ho Chi Minh City, Vietnam, service is set to begin on Oct. 26.On Oct. 25, United plans to add a second daily nonstop f ...

Sometimes fear creates the best opportunities for investors. While buying companies when times are good is usually a good investing strategy, allocating capital when volatility levels and bearish sentiment are high is often when the best value is found.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not re ...