United Airlines Holdings Inc Stock Price, News & Analysis

United Airlines (UAL) reported strong Q2 2025 results with a pre-tax profit of $1.2 billion and diluted EPS of $2.97. Total operating revenue grew 1.7% year-over-year to $15.2 billion, with adjusted diluted EPS of $3.87 exceeding guidance.

The airline observed a 6-point acceleration in demand and double-digit business demand growth in early July 2025. United updated its full-year adjusted EPS guidance to $9.00-$11.00. Key revenue growth areas included premium cabin (+5.6%), cargo (+3.8%), and loyalty (+8.7%).

Operationally, United achieved its best post-pandemic Q2 performance in on-time departures and lowest seat cancellation rates. The company strengthened its balance sheet by repaying remaining debt from a $6.8B MileagePlus financing, ending Q2 with a 2.0x trailing twelve months net leverage.

United Airlines (NYSE:UAL) announced it will host a conference call to discuss its second-quarter 2025 financial results on Thursday, July 17 at 9:30 a.m. CT/10:30 a.m. ET. The company will release its Q2 results and outlook after market close on Wednesday, July 16. Investors 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 new features in its mobile app to enhance the connecting flight experience. The app now provides personalized gate-to-gate directions, real-time updates, and ConnectionSaver notifications at U.S. hub airports. During spring beta testing, the features achieved a 98% connection success rate among 350,000 users.

The update builds on United's AI-powered ConnectionSaver technology, which has saved over 3.3 million connections since 2019. The system includes features for comfortable connections, tight connections, and missed connections, serving the 20+ million customers with connecting flights this summer. Future enhancements will include additional languages, expanded navigation support, and enhanced text message updates.

United Airlines and Spotify have announced a groundbreaking partnership that brings 450+ hours of Spotify content to United's 130,000+ seatback screens across 680+ aircraft. The collaboration marks the first time Spotify's audiobooks and video podcasts are available on an airline, featuring popular content like Good Hang with Amy Poehler and The Dave Chang Show. The service includes access to specially curated playlists, podcasts, and audiobooks at no cost to passengers. In 2026, passengers will be able to log into their Spotify accounts directly on the 4K, Bluetooth-enabled seatback screens. On Starlink-equipped aircraft, travelers can stream Spotify content on personal devices gate-to-gate. Additionally, MileagePlus members new to Spotify Premium can earn up to 1,000 bonus miles when subscribing.

United Airlines (UAL) and JetBlue announced 'Blue Sky', a unique loyalty program collaboration starting fall 2025. The partnership enables MileagePlus customers to earn and use miles on JetBlue flights, while TrueBlue members gain access to United's extensive network. Key features include reciprocal loyalty benefits, cross-platform flight bookings, and slot exchanges at major airports. JetBlue will provide United access to 7 daily round-trip slots at JFK starting 2027, while both airlines will exchange 8 flight timings at Newark. Additionally, United will transition its travel services to JetBlue's Paisly platform, and JetBlue will become the first partner to use United's Kinective Media technology.

United Airlines (UAL) and the Association of Flight Attendants-CWA have reached a tentative agreement that would provide industry-leading wages and benefits for 28,000 flight attendants. The agreement includes a signing bonus and improvements to scheduling and quality of life. Before implementation, the contract requires approval from the AFA's Master Executive Council and ratification by flight attendants. If ratified, the new contract would have a five-year term.

United Airlines (UAL) has announced its participation in the Bernstein 41st Annual Strategic Decisions Conference scheduled for Thursday, May 29, 2025, at 1:30 p.m. EST. The presentation will be accessible via live webcast on United's investor relations website at ir.united.com. For those unable to attend the live session, the audio recording will be archived on the company's website within 24 hours after the presentation.

United Airlines (UAL) has unveiled its new United Elevated interior for Boeing 787-9 aircraft, setting a new standard in premium international travel. The highlight is the introduction of United Polaris Studio suites, which are 25% larger than standard Polaris seats and feature privacy doors, companion ottomans, and 27-inch screens. The first aircraft with this interior will be delivered in late 2025, with international flights beginning in 2026 from San Francisco to Singapore and London.

The upgraded aircraft will feature 99 total premium seats - the highest among U.S. carriers - including 8 Polaris Studio suites and 56 standard Polaris suites. United expects about 30 aircraft with the Elevated interior to join its fleet by 2027. The enhancement includes premium amenities such as Ossetra caviar service, Starlink connectivity, and the largest economy seatback screens in the world.

United Airlines (UAL) has announced an investment in Twelve, a low-carbon fuels company that produces sustainable aviation fuel (SAF) through a process similar to photosynthesis. Twelve's technology converts CO2 and water into SAF using renewable energy, potentially reducing lifecycle emissions by up to 90% compared to conventional jet fuel.

The investment follows Twelve's $83 million Series C funding round and the development of its first SAF production facility, AirPlant One, in Moses Lake, Washington. The facility is expected to begin production in 2025 with an annual capacity of 50,000 gallons of SAF. Notably, Twelve has secured a 14-year contract to supply 260 million gallons of SAF to a major European airline group.