United Airlines Holdings Inc Stock Price, News & Analysis

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.

United Airlines (NYSE:UAL) has launched the International Remote Baggage Screening (IRBS) initiative in partnership with U.S. Customs and Border Protection (CBP) on its daily Sydney to San Francisco route. This new security process eliminates the need for connecting passengers to re-check bags, saving up to 45 minutes in connection time.

The program has already benefited over 160 passengers per flight. Travelers can now check bags in Sydney and proceed directly through customs and TSA screening upon arrival in San Francisco, with their bags automatically transferred to connecting flights. United plans to expand this service to additional international routes and has partnered with Sydney Airport, BagCheck, and Brock Solutions for implementation.

Additionally, United's new mobile app features for connecting flights have achieved a 95% connection success rate with over 3.5 million customers using the service.

United Airlines (NYSE:UAL) has achieved FAA certification for its first mainline Starlink-equipped aircraft, with the inaugural commercial flight scheduled for October 15 from Newark/New York on a Boeing 737-800. The certification follows United's significant agreement with SpaceX to provide free Starlink Wi-Fi to MileagePlus members across its fleet.

The airline has already installed Starlink on over 50% of its regional fleet since May 2025, with 90% customer satisfaction for streaming capabilities. The Starlink system offers speeds up to 250 Mbps, enabling streaming services, shopping, and gaming. The technology's lighter weight and weather-proof design contribute to fuel efficiency and easier maintenance.

[ "Achieved FAA certification for Starlink on mainline aircraft ahead of October 15 launch", "High customer satisfaction with 90% positive feedback on regional fleet implementation", "Starlink installed on over 50% of regional fleet with 50 installations per month", "System's lighter weight reduces fuel consumption and maintenance costs", "Free Wi-Fi service for MileagePlus members with speeds up to 250 Mbps" ]

United Airlines (NYSE:UAL) celebrated its best operational performance at Newark Liberty International Airport (EWR), achieving on-time performance metrics surpassing JFK and LGA airports. The airline served over 6 million passengers through Newark this summer, setting a historical record.

United plans to expand its network to over 160 destinations from EWR this fall and winter, adding routes to Rome, Venice, Porto, Marrakesh, and Dublin, among others. The company will hire 2,500 new Newark employees by 2026 and become the first airline to purchase sustainable aviation fuel for EWR operations.

The improvements follow operational challenges in April-May, addressed through FAA interventions including flight limitations to 72 per hour through summer 2026 and infrastructure upgrades. United currently employs 14,000 people in the Newark/NYC area and plans to purchase up to 1 million gallons of sustainable aviation fuel for EWR operations.