United Airlines Q4 revenue hits record $15.4 bln
Overview
U.S. airline's Q4 revenue of $15.4 bln was highest in company history
Adjusted EPS for Q4 was $3.10, within Co's initial guidance range
Outlook
United plans to take delivery of over 100 narrowbody and 20 Boeing 787 aircraft in 2026
Company expects strong revenue momentum to continue into 2026
Result Drivers
BRAND LOYALTY - United attributed its strong performance to winning more brand-loyal customers, as highlighted by CEO Scott Kirby
PREMIUM REVENUE GROWTH - Premium revenue increased by 9% in Q4 and 11% for the full year, contributing to strong financial results
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Meet | $15.40 bln | $15.40 bln (17 Analysts) |
Q4 EPS |
| $3.19 |
|
Q4 Net Income |
| $1 bln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 23 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the airlines peer group is "buy"
Wall Street's median 12-month price target for United Airlines Holdings Inc is $132.50, about 16.8% above its January 16 closing price of $113.49
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 8 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.
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