United Airlines Holdings, Inc. is expected to release its Q3 2026 10-Q filing on October 13, 2026. Last quarter: United Airlines Holdings grew Q2 FY2026 revenue 16.0% YoY to $17.67B on strong passenger demand and yield gains, but a 79.4% jump in average fuel price drove operating expenses up 19.2%, compressing operating margin to 6.2% and pulling net income down 17.3% to $805M.
EPS Estimate
$3.34
Revenue Estimate
$17.91B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the UAL page.
Drawn from management commentary in the Q2 2026 10-Q:
Passenger revenue increased $2.3 billion, or 16.4%, in Q2 FY2026 versus the year-ago period, primarily due to a 12.1% increase in yield and a 5.4% increase in passengers flown; total operating revenue reached $17,672M, up 16.0% YoY.
Aircraft fuel expense increased $2.3 billion, or 84.1%, in Q2 FY2026, primarily due to a higher average price per gallon ($4.19 vs $2.34, +79.4%) and increased consumption from higher flight activity; the MD&A attributes elevated fuel prices to geopolitical conflicts in the Middle East disrupting regional flying.
Total operating expense rose 19.2% to $16,576M, outpacing 16.0% revenue growth, driving operating income down 17.3% to $1,096M and operating margin to 6.2% from 8.7% a year ago; CASM rose 15.2% to 18.99 cents.
Revenue
$17.67B
++15.99% YoY
EPS (Basic)
$2.48
-17.33% YoY
Operating Income
$1.1B
-17.28% YoY
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