United Airlines (UAL) Q4 2025 (USD): Adj. EPS 3.10 (exp. 2.93), Revenue 15.4bln (exp. 15.37bln)

United Airlines reported strong Q4 2025 adjusted EPS, exceeding expectations, although revenue slightly missed consensus.

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United Airlines (UAL) Q4 2025 (USD): Adj. EPS 3.10 (exp. 2.93), Revenue 15.4bln (exp. 15.37bln)

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Guidance:

  • 2026 adj. EPS 12-14 (exp. 13.04).
  • FY adj. total capex
  • Generated USD 2.7bln in FCF in 2025, and expects to generate similar level of FCF in 2026.

Commentary:

  • Customer-first policies, combined with impact to bookings and costs, led to about USD 250mln impact to pre-tax earnings in the quarter.
  • In 2026, plans to take delivery of over 100 narrowbody aircraft & about 20 Boeing 787 aircraft.
Context

The guidance for 2026 remains solid, with anticipated free cash flow and significant aircraft deliveries, indicating a focus on growth despite some headwinds from customer policies impacting earnings. This mix of beats and cautious guidance provides a nuanced perspective for investors in the airline sector.

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