CPA outshines UAL with stronger earnings outlook, better price performance, and upbeat sales estimates despite the prevalent uncertainties.
In the most recent trading session, United Airlines (UAL) closed at $74.65, indicating a -1.78% shift from the previous trading day.
The deal includes 40% increases in "total economic improvements" in the first year. United Airlines' flight attendants had pushed for better pay, scheduling and other quality of life improvements.
Flight attendants at United Airlines have reached a tentative agreement with the company for a new contract, their union said on Friday.
United Airlines is capitalizing on strong international demand and a shift to premium offerings, driving record earnings and solid financial performance. The 'United Next' initiative focuses on expanding premium cabin capacity, enhancing customer experience, and leveraging technology partnerships like Starlink Wi-Fi. Financial discipline is evident with rising free cash flow, robust liquidity, and active share buybacks, despite a high debt load.
We rate United Airlines a Strong Buy with a $121 PT, driven by above-consensus international and premium revenue growth. UAL's loyalty and ancillary streams are structural earnings levers, providing high-margin, recurring revenue and a hedge against ticket volatility. Accelerated fleet modernization unlocks sustainable cost advantages, margin expansion, and positions UAL for future growth despite industry headwinds.
United (UAL) reported earnings 30 days ago. What's next for the stock?
UAL's environment-friendly approach is encouraging. High labor costs and tariff risks, however, represent major headwinds.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
FAA equipment failures and air traffic controller staffing shortages have sparked hundreds of flight disruptions in recent weeks. Transportation Secretary Sean Duffy last week unveiled a sweeping plan to modernize U.S. air traffic control.
United Airlines will cancel 35 daily round-trip flights from Newark Liberty International Airport. CEO Scott Kirby cites the airport's inability to handle the scheduled flight volume.
One flight from Boston to Newark was delayed over six hours.