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The Chicago-based provider additionally exceeded revenue expectations for the December quarter.
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United’s earnings report underscores how U.S. airways are more and more counting on premium cabins, company journey and loyalty applications to drive revenue progress, at the same time as competitors and softer demand from price-sensitive vacationers strain economy-class fares.
The shift has helped carriers stabilize income, offset greater prices and justify continued funding in plane and cabin upgrades geared toward higher-yield passengers.
“Our results are built on winning more and more brand-loyal customers,” United CEO Scott Kirby mentioned in a press release.
United mentioned premium income rose 9% within the December quarter from a yr earlier, whereas loyalty income elevated 10%.
RECORD REVENUE AT UNITED
United mentioned that regardless of taking a roughly $250 million hit to pre-tax earnings within the December quarter, it nonetheless posted its highest-revenue quarter on document and earned extra income per seat than in every other quarter of the yr.
That momentum has carried into 2026, the airline mentioned, with the week ending January 4 delivering the highest passenger income from flown tickets in its historical past, adopted by a document week for ticket gross sales and business-travel bookings.
The provider forecast first-quarter adjusted revenue of $1 to $1.50 per share. The midpoint of the vary, $1.25, is above analysts’ common estimate of $1.13, in keeping with LSEG information.
For 2026, United projected adjusted earnings of $12 to $14 per share, in contrast with analysts’ common estimate of $13.16 a share.
Its adjusted earnings for the fourth quarter got here in at $3.10 per share, topping analysts’ estimate of $2.94. Total income rose 4.8% to $15.4 billion.
The firm will focus on its monetary outcomes on a name with analysts and traders on Wednesday morning.
Reporting by Rajesh Kumar Singh; Editing by Rod Nickel and Jamie Freed
Our Standards: The Thomson Reuters Trust Principles.
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