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UAUAL

United Airlines Holdings, Inc.

$UAL·$42B·Airlines, Airports & Air Services·Industrials
$110.60-1.6%YTD+17.8%1Y+5.3%
Mentions · last 7 days
2026-08-20: 24 posts2026-08-21: 17 posts2026-08-22: 2 posts102+2%
Price updated 2d ago·X counts updated 8d ago
UAUAL
$UALUnited Airlines Holdings, Inc.
$110.60-1.59%102 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $UAL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-29

The move is getting stronger, with heavier trading behind it.

United Airlines at 9.4x earnings with the $22B Dulles expansion and 25.5% airfare rise — the only cheap airline the pricing power is landing at.

United Airlines is the third-largest US airline by revenue — heavy international network with hubs at Newark, Chicago, and Washington Dulles. The setup is a real-business quality name accelerating on strong pricing plus a fresh expansion signal.

  • The Q2 print was solid: EPS came in at $1.99 vs a $1.88 consensus (a ~6% beat), Q1 EPS at $1.19 vs $1.08 also beat, and the sell side models FY26 EPS at ~$10.38 rising to ~$18.10 in 2028 — a huge EPS ramp anchored on international pricing recovery, at a trailing 9.4x P/E that makes UAL the cheapest large-cap airline.
  • The $22B Dulles expansion is the fresh strategic catalyst: Reuters reports CEO Kirby is set to unveil a $22B Washington Dulles expansion plan with Trump — a real long-cycle capex commitment that structurally expands UAL's international-gateway capacity; 10 new international routes were just announced.
  • The pricing-power tape is genuinely strong: airfares up 25.5% and United specifically says it's set to increase more — a rare direct company-vs-market pricing signal that's reinforced by the technicians describing UAL as having recaptured the 50-day with an inside-day tightening.

The setup is a real-business quality airline accelerating on strong pricing plus the Dulles expansion catalyst — the October 21 Q3 print is the referee, and the market needs continued airfare pricing plus updated Dulles expansion timeline. A clean beat plus a Dulles announcement extends the accelerating trajectory toward $130; a fresh Iran-war fuel-cost spike or a soft international-pricing print cools the tape from current levels. Small insider sales on August 3-4 (~$1.7M combined) are routine post-vest activity.

Agrees with X sentimentThe bullish X read on Reuters reporting CEO Kirby set to unveil a $22B Washington Dulles expansion plan with Trump, and technicians describing UAL as having recaptured the 50-day with a 'crossback' into the 10EMA and inside-day tightening is factually consistent with the announcements and tape. The 25.5% airfare rise with United specifically saying it's set to increase more is a rare direct pricing signal.

What to watch: The October 21 Q3 earnings — need continued airfare pricing, updated Dulles expansion timeline, and reiterated FY26 EPS guide toward the $10.38 consensus. A fresh Iran-war fuel-cost spike or a soft international-pricing print cools the tape from current levels; a clean beat plus a Dulles announcement extends the accelerating trajectory toward $130.

On the calendar: 2026-10-21 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-05

United Airlines posts skew bullish on two threads: Reuters reporting CEO Kirby is set to unveil a $22B Washington Dulles expansion plan with Trump, and technicians describing UAL as having recaptured the 50-day with a 'crossback' into the 10EMA and inside-day tightening - a pivot to keep on watch. Small window, one-camp tone.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — two different time horizons.

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; limited read-through from airlines, airports & air services macro dynamics to this specific revenue mix.

Industry benchmark

11-name peer basket
+26.0%YTD
-20.8%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 earningsWed, Oct 21·consensus EPS $3.01

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$67.6B$65.2B – $68.6B$10.38$9.35 – $11.6416
FY27$70.8B$64.3B – $73.7B$15.38$10.26 – $17.1116
FY28$75.0B$66.9B – $78.4B$18.10$16.98 – $18.9817
FY29$79.7B$75.6B – $81.8B$20.28$18.91 – $20.9614
FY30$84.5B$80.1B – $86.6B$23.24$21.67 – $24.018

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.0.7×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.48%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.-10.3%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.+2.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 322.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β1.295-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 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$4.2MSellMay 1Andrew P NocellaEVP & Chief Commercial Officer7.0K sh$631K
+ 46 other (31 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
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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.

+ 10 other (3 13Gs · 2 13Fs · 2 10-Qs · 2 proxys) in window

Recent news

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

Reviewing American Airlines Group (OTCMKTS:AAMRQ) & United Airlines (NASDAQ:UAL)defenseworld.net·2d agoShould You Dump Airline Stocks With the Iran War Still Simmering?fool.com·2d agoUnited Airlines (UAL) Stock Sinks As Market Gains: What You Should Knowzacks.com·3d agoAirfares Are Up 25.5% and United Says It's Set To Increase More. Is UAL the Only Cheap Airline Stock Left?247wallst.com·4d agoUnited Airlines is going for global dominance. These are the 10 new international routes it just announced.businessinsider.com·5d ago

In themes

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

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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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