Every 8-K that United Airlines Holdings, Inc. (UAL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow UAL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full UAL filings page.
United Airlines Holdings (UAL) reported strong Q2 2026 demand with total operating revenue of $17.7 billion, up 16% year-over-year. Passenger revenue rose 16.4% to $16.1 billion and TRASM increased 12.1%. However, net income declined to $805 million and diluted EPS to $2.46, both down about 17%, as aircraft fuel expense jumped 84.1% to $5.1 billion at an average $4.19 per gallon, driving CASM up 15.2%.
Adjusted diluted EPS was $1.99 and adjusted pre-tax margin 4.8%. United generated $1.6 billion of operating cash flow and $322 million of free cash flow, ending the quarter with $19.6 billion of available liquidity and $26.5 billion of total debt (net leverage 2.2x). Management raised full-year 2026 adjusted EPS guidance to $9.00–$11.00 and expects to recover 80–90% of higher fuel costs in Q3 and 100% by Q4, supported by strong yields, premium and loyalty revenue, and continued fleet and customer-experience investments including rapid Starlink Wi‑Fi rollout.
United Airlines Holdings, Inc. reported the results of its annual meeting of stockholders held on May 19, 2026. Stockholders elected 11 board-nominated directors to terms expiring at the 2027 annual meeting, with each nominee receiving over 225 million votes in favor.
The pilots’ and machinists’ unions each used their special preferred stock to elect one director, adding Captain Brian Noyes and Richard Johnsen to the board for terms through 2027. Stockholders also ratified Ernst & Young LLP as independent auditor for the fiscal year ending December 31, 2026.
In an advisory vote, stockholders approved the company’s executive compensation program. A separate stockholder proposal seeking to allow shareholders to act by written consent did not pass, as votes against substantially exceeded votes in favor.
United Airlines Holdings filed a current report furnishing a statement from CEO Scott Kirby about recent merger speculation involving American Airlines. Kirby explains that he approached American to explore a potential combination focused on growth, customer investment and global competitiveness, but American declined to engage and publicly rejected the idea, leaving no viable path forward for a merger of this scale.
The statement describes how a combined United–American airline might have expanded international routes, increased service to smaller communities, added more economy seats and supported U.S. manufacturing and jobs. Kirby contrasts this vision with past cost-cutting airline mergers and emphasizes that United will continue pursuing its existing strategy as a standalone carrier, highlighting investments in customer experience, technology and its 115,000-person workforce. The release concludes with extensive cautionary language about forward-looking statements and references to United’s existing risk factor disclosures.
United Airlines Holdings reported a strong first quarter of 2026, returning a solid profit despite higher fuel costs. Total operating revenue reached $14.6 billion, up 10.6% from a year earlier, while net income rose to $699 million and diluted earnings per share climbed to $2.14, an 84.5% increase.
Passenger revenue grew 11.0% as capacity expanded 3.4% and total revenue per available seat mile increased 6.9%. Non-GAAP adjusted diluted EPS was $1.19, up 30.8%. The company generated $4.8 billion of operating cash flow and $2.9 billion of free cash flow, paid down $3.1 billion of debt, and ended the quarter with $17.2 billion of available liquidity and net leverage of 2.0x.
United highlighted record first-quarter revenue, strong premium, loyalty and Basic Economy growth, leading on-time performance among major U.S. carriers, and ongoing fleet and product investments, while trimming planned capacity by 5 points for the rest of 2026 to offset a $340 million year-over-year fuel expense increase. For 2026, it targets adjusted diluted EPS of $7.00 to $11.00 and plans less than $8 billion of adjusted capital expenditures.
United Airlines Holdings, Inc. entered into a new long-term debt agreement by issuing $1.0 billion principal amount of 4.875% Senior Notes due 2029, guaranteed by its wholly owned subsidiary United Airlines, Inc. The notes were issued under an existing indenture and a new Seventh Supplemental Indenture with The Bank of New York Mellon Trust Company as trustee.
The notes mature on March 1, 2029 and pay interest at 4.875% per year, with semi-annual payments each March 1 and September 1, starting September 1, 2026. United may redeem the notes before maturity, subject to make-whole or par call terms, and holders gain a right to require repurchase at 101% of principal if a defined change of control triggering event occurs.
United Airlines Holdings, Inc. disclosed that on February 2, 2026 it issued $1,000,000,000 principal amount of 5.375% Senior Notes due 2031 in a public offering. The notes are guaranteed by wholly owned subsidiary United Airlines, Inc. and issued under an existing indenture with The Bank of New York Mellon Trust Company, N.A. as trustee.
The notes mature on March 1, 2031 and bear interest at 5.375% per year, payable semi-annually on March 1 and September 1, beginning September 1, 2026. They are redeemable at UAL’s option, subject to specified call prices, and feature a Change of Control Triggering Event repurchase right at 101% of principal plus accrued interest.
United Airlines Holdings, Inc. and its subsidiary United Airlines, Inc. reported that on January 20, 2026 they released their financial results for the fourth quarter and full year of 2025. The companies issued an earnings press release describing these results and made it available as an exhibit. On the same day, they also posted an investor update on their investor relations website, providing additional details on the business outlook, including selected financial and operational guidance. Both the earnings press release and the investor update are being furnished as exhibits rather than formally filed, which means they are not automatically subject to certain securities law liabilities or incorporated into other regulatory reports unless specifically referenced.
United Airlines Holdings (UAL) furnished materials related to third‑quarter 2025 results. The company issued a press release announcing Q3 results and posted an investor update covering business outlook and guidance. These are attached as Exhibits 99.1 and 99.2 and are furnished, not filed, under Regulation FD.
The investor update is available at the company’s IR site and may be discontinued at any time.