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United Airlines took a big step in the battle with American for dominance at Chicago O'Hare International Airport, saying it will boost its summer departures schedule to 750, a record for the airport.
United Airlines NASDAQ: UAL stock is up more than 2% after the company delivered its fourth-quarter earnings report for 2025. Despite headwinds from the November government shutdown, United posted record revenue, spurred by strong demand from higher-income and corporate travelers.
Business travel is taking off, providing major airlines with a much-needed lift.
United Airlines delivered solid 2025 results despite structural and external challenges, maintaining strong profitability and operational improvements. The airline faced more hiccups in a solid Q4 with a $250 million hit from the government shutdown. UAL guided for 2026 EPS of $13 at the midpoint, signaling continued earnings growth and robust premium and loyalty revenue expansion.
United Airlines grew its loyalty revenue by promoting loyalty rather than rewards, an executive said Wednesday (Jan. 21) during the company's fourth quarter earnings call. The airline's loyalty revenue saw year-over-year increases of 10% for the fourth quarter and 9% for the full year of 2025, according to a Wednesday earnings release.
United Airlines Holdings, Inc. (UAL) Q4 2025 Earnings Call Transcript
UAL beats Q4 earnings and revenue estimates as passenger and premium demand lifted results, marking the highest-revenue quarter in its history.
United Airlines Holdings Inc (NASDAQ:UAL, XETRA:UAL1) reported quarterly results that topped Wall Street expectations, buoyed by rising premium and loyalty revenues, and offered a robust outlook for 2026. For the fourth quarter, the airline posted operating revenue of $15.4 billion and adjusted earnings per share of $3.10, exceeding analyst estimates of $15.37 billion and $2.96, respectively.
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Like Delta a week ago, United Airlines reported strong fourth quarter results and provided optimistic guidance. Both beat analyst estimates.
The carrier said premium and loyalty revenue both grew faster than overall sales in the fourth quarter.