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UAUAL

United Airlines Holdings, Inc.

$UAL·$37B·Airlines, Airports & Air Services·Industrials
$96.10-5.1%YTD-1.0%1Y-2.6%
Price updated 33m ago·X counts updated 5d ago
UAUAL
$UALUnited Airlines Holdings, Inc.
$96.10-5.14%315 posts2.4×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $UAL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

315X posts · last 7 days
Sep 28Oct 11
Chatter Meter
2.4×
QuietNormal · 1×Loud

How loud $UAL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 98% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-03

United fares are up ~20% and 'not going up anymore' per the airlines consortium head, and holders complain about paid-upfront change-fee tiers. FNGR-style posters use UAL's 2002 wipeout as a warning template. No strong current-price direction — descriptive/complaint tape.

Read what X is saying about $UAL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $UAL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

United at 9.4x earnings — status-matching Delta/American premium flyers, Starlink-equipped planes are the differentiators.

United Airlines Holdings is a global network carrier with hubs in Chicago, Newark, Denver, Houston, DC, SFO, and LA. The stock is flat YTD, consolidating around the 50-day MA ahead of Oct 20 earnings as the industry fares reset.

  • The P&L is accelerating: revenue grew 10.6% YoY to $14.6B last quarter at an 8.4% operating margin and EPS $2.14 — unit revenue is firming and the premium-cabin monetization story continues to work.
  • The product differentiators are specific: Starlink-equipped planes (teasing Delta for not having it), aggressive status-matching campaigns targeting Delta's and American's top frequent flyers — these are market-share plays that can show up in Q4 unit revenue if conversion is real.
  • At 9.4x trailing earnings and 0.57x sales for a quality network carrier with 8%+ operating margins, United is cheap on both axes — the market is pricing an airline-industry cyclical top the fundamentals don't yet confirm.

Stalled holds until Oct 20 earnings confirm unit revenue growth above 3% YoY and premium-cabin revenue extends. A soft unit-revenue print, or any specific commentary on fuel-cost pass-through becoming harder, is what tips this toward breaking-down; a Q4 guide-up on premium plus a specific status-match conversion metric is what breaks the stalled tape higher.

Agrees with X sentimentThe X mixed read is honest — fares up 20% and complaints about change-fee tiers are both legitimate counter-signals, and the FNGR-style 2002-wipeout warnings are hyperbolic but worth noting as a cyclical risk flag.

What to watch: Oct 20 earnings — unit revenue growth above 3% YoY, premium-cabin revenue trajectory, status-match conversion metrics, and Q4 guide. A soft unit-revenue print is what breaks the stalled tape lower.

On the calendar: 2026-10-20 — Q3 FY26 earnings

Read the AI verdict on $UAL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates United Airlines with hubs in Newark, Chicago, Denver, Houston, and San Francisco; major global network carrier serving 350+ destinations.

Industry overviewAI analysisGenerated by AI from underlying data

Where Airlines, Airports & Air Services sits in its cycle right now — and what that implies for $UAL.

Airlines, Airports & Air Services · Industrials

No material change from last week — Premium air travel demand remains healthy with Delta's non-main-cabin revenue hitting 61% of total — structural premium-cabin pricing power is intact.

What this means for $UAL

Neutral — Operates United Airlines with hubs in Newark, Chicago, Denver, Houston, and San Francisco; major global network carrier serving 350+ destinations.

Industry benchmark

11-name peer basket
-2.5%YTD
-21.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
9.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
24.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
64.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 15, 2026$1.99$1.88+5.9%
Q1 2026Apr 21, 2026$1.19$1.08+10.2%
Q4 2025Jan 20, 2026$3.10$2.93+5.8%
Q3 2025Oct 15, 2025$2.78$2.65+4.9%
Next earningsTue, Oct 20·consensus EPS $2.58

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$14.6B+10.6%63.3%6.8%$2.14$3.1B
Q4 FY25$15.4B+4.8%64.1%9.0%$3.19$-604.0M
Q3 FY25$15.2B+2.6%64.6%9.2%$2.93$-246.0M
Q2 FY25$15.2B+1.7%64.9%8.7%$3.00$930.0M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$67.7B$66.5B – $68.7B$10.14$8.99 – $11.0117
FY27$71.2B$69.1B – $73.6B$14.98$12.52 – $21.3017
FY28$75.4B$67.3B – $78.7B$18.13$15.43 – $19.8417
FY29$79.9B$74.8B – $82.1B$21.13$19.37 – $21.8813
FY30$84.5B$79.1B – $86.8B$23.24$21.31 – $24.068

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.31%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 322.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.305-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 25Andrew P NocellaEVP & Chief Commercial Officer5.0K sh$585KSellAug 4Andrew P NocellaEVP & Chief Commercial Officer3.0K sh$397KSellAug 3Michael D. LeskinenCFO10.0K sh$1.3MSellJul 28Brett J HartPresident30.1K sh$3.6MSellJul 28Andrew P NocellaEVP & Chief Commercial Officer4.2K sh$506KSellJul 24Torbjorn J EnqvistEVP & Chief Operations Officer20.0K sh$2.4MSellJul 21Kirby J ScottCEO159.3K sh$18.8MSellJun 16Kirby J ScottCEO1.1K sh$130KSellJun 15Kirby J ScottCEO48.3K sh$5.9MSellMay 26Kate GeboEVP HR and Labor Relations40.0K sh$4.2M
1–10 of 11
+ 41 other (26 awards · 7 inkinds · 4 gifts · 3 exempts · 1 return) in window

See when $UAL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 158-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

United Airlines Holdings, Inc. and United Airlines, Inc. reported Q2 2026 financial results on July 15, 2026, via press release (Exhibit 99.1) and also furnished an investor update with business outlook and guidance on its IR website (Exhibit 99.2). No specific figures appear in the body of the 8-K; the earnings details and guidance are in the attached exhibits. Routine quarterly earnings report for a major U.S. airline.

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

United Airlines Holdings, Inc. (UAL) filed an 8-K on May 19, 2026 disclosing annual shareholder meeting vote results (Item 5.07). United Airlines Holdings is a Chicago, Illinois-based airline listed on Nasdaq. Annual meeting vote results are routine governance disclosures.

8-KPress release / Reg FDApr 278-K — Item 7.01: Press release / Reg FD
AI summary

United Airlines Holdings Inc. (UAL) filed an 8-K on or around April 27 under Item 7.01 to satisfy Regulation FD disclosure requirements. The major airline made investor presentation materials publicly available, likely related to an investor conference, earnings call, or operational update. The RegFD disclosure ensures equal access to information shared with institutional investors. Exhibits contain the substantive materials being disclosed.

8-KPress release / Reg FDApr 218-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

United Airlines Holdings Inc. (UAL) reported quarterly financial results via an 8-K under Items 2.02 and 7.01. The major airline disclosed passenger revenue, load factors, cost per available seat mile, and profitability metrics for the quarter. The Regulation FD disclosure ensures concurrent investor presentation materials are publicly accessible. A full earnings press release with capacity and revenue statistics is attached as an exhibit.

+ 6 other (2 13Fs · 2 10-Qs · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Earnings Preview: United Airlines Stock Vulnerable to Downgradesschaeffersresearch.com·1d agoUnited (UAL) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measureszacks.com·1d agoUnited finally made it easier to see if your flight has Starlinkbusinessinsider.com·1d agoUnited Airlines (UAL) Declines More Than Market: Some Information for Investorszacks.com·3d agoUnited Airlines is making it harder to reach its top frequent flyer status in 2027cnbc.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $UAL on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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