United Airlines Holdings Inc Stock Price, News & Analysis

United Airlines (NYSE:UAL) announced operational changes tied to the government shutdown: the FAA and DOT directed airlines to reduce schedules across 40 domestic airports, effective Friday, November 7, 2025. United said it will prioritize safety, keep long‑haul international and hub‑to‑hub flying intact, and concentrate reductions on regional and non‑hub domestic mainline routes.

The company will provide rolling schedule updates, offer rebooking via app/website/push notifications, and allow refunds to any customer who chooses not to travel—including holders of non‑refundable and basic economy tickets. United and United Express expect to operate about 4,000 flights per day during the reduction period.

United (NYSE:UAL) launched the MileagePlus Debit Rewards Card on Nov 4, 2025, a Visa debit that earns miles on spending and qualifying balances.

Key features: a limited-time 10,000-mile new-member bonus after approval and $500 in purchases within four months; 1 mile/$1 on United purchases and 1 mile/$2 on other eligible purchases; annual balance-based bonus miles up to 70,000 for average daily balances ≥ $50,000; monthly fee waived for average daily balances ≥ $2,000, otherwise a $4 monthly fee.

The card is issued by Sunrise Banks, powered by Galileo, backed by Visa, FDIC-insured, and requires no credit check to apply.

JetBlue (JBLU) and United Airlines (UAL) launched reciprocal loyalty benefits under their Blue Sky collaboration effective October 23, 2025: TrueBlue members can now earn and redeem points on United’s global network including United Express, and MileagePlus members can earn and redeem on most JetBlue flights.

Additional phased rollouts include Revenue Booking in Q1 2026, reciprocal perks in early 2026, MileagePlus Travel transitioning to Paisly in early 2026, and access to up to seven daily roundtrips from JetBlue at JFK as early as 2027.

United Airlines (NYSE: UAL) reported Q3 2025 results that beat expectations, with diluted EPS $2.90 and adjusted diluted EPS $2.78 (above guidance $2.25–$2.75). Pre-tax earnings were $1.3B (pre-tax margin 8.2%) and total operating revenue was $15.2B (+2.6% YoY). The company ended the quarter with $16.3B liquidity and $25.4B total debt and financial liabilities.

United guided Q4 adjusted diluted EPS of $3.00–$3.50, highlighted operational records (largest summer mainline schedule, lowest Q3 cancel rate), and plans >$1B customer investments in 2026.

United (NYSE:UAL) will operate the first Starlink-equipped mainline flight on Oct 15, 2025 when flight 2940 departs Newark/New York to Houston at 8:00 a.m. ET. United plans to install Starlink on up to 15 737-800s per month, fit two antennas per 737-800, and install nearly 2,940 antennas across its fleet. More than half of United's regional jets already have Starlink, and an additional aircraft type is expected to be certified by year-end. Starlink access is free for MileagePlus members; customers receive notification when a flight is equipped.

United (UAL) unveiled its Summer 2026 international schedule adding nonstop U.S. service to Split (Apr 30), Bari (May 1), Glasgow (May 8) and Santiago de Compostela (May 22), plus new year-round Newark–Seoul daily service (Sept 4) and a daily Washington Dulles–Reykjavik route (May 21). United will add a third Newark–Tel Aviv flight (Mar 28) and operate 18 weekly Newark–Tel Aviv frequencies after additions. The airline plans nearly 3,000 weekly international roundtrips, ~850 daily international flights to over 150 destinations, and service to 46 Atlantic cities in Summer 2026. Tickets are on sale; all routes subject to government approval.

Traffic note: As of Aug 2025 United carried nearly 1.5M passengers to Italy, Spain and Portugal (+11% YoY).

United (NASDAQ: UAL) and Instacart (NASDAQ: CART) launched a partnership on October 6, 2025, giving MileagePlus members new delivery and rewards perks.

Key benefits: $0 delivery fees for seven days on qualifying Instacart orders placed right before, during, or shortly after domestic U.S. United flights; a 5,000-mile bonus for new Instacart users who complete four orders of $35+ within eight weeks; 500 miles for existing Instacart users who link accounts and place a $35+ order within 60 days; and an additional 5,000 miles for enrolling in an annual Instacart+ membership and keeping it 30+ days.

Members enroll at Instacart.com/United. Service fees and minimums apply.

United (NASDAQ: UAL) and Instacart (NASDAQ: CART) launched a collaboration giving MileagePlus members targeted benefits, including seven days of $0 delivery fees on Instacart orders placed right before, during, or shortly after a domestic U.S. United flight. New members earn 5,000 bonus miles after four orders of $35+ within eight weeks and can earn an additional 5,000 miles by enrolling in an annual Instacart+ membership and maintaining it 30 days. Existing Instacart users receive 500 miles for linking accounts and placing a $35+ order within 60 days. Offers include limitations, minimums, and enrollment windows; enroll at United.com/Instacart.

United Airlines (NYSE:UAL) has scheduled its third-quarter 2025 financial results conference call for Thursday, October 16 at 10:30 a.m. ET. The company will release its Q3 2025 results and outlook after market close on Wednesday, October 15.

Investors and interested parties can access a live, listen-only webcast of the conference call through the company's investor relations website at ir.united.com.