United Airlines Q2 Recap: $17.7B Revenue, MAX 10 Delayed to 2027, 80 Jet Retirements Planned
UAL sits 42% above its 52-week low of $82.415.
Summary
United Airlines posted Q2 revenue of $17.7B (+16% YoY) and adjusted EPS of $1.99, beating consensus, but net income fell 17% to $805M on an 84% surge in fuel costs. Full-year adjusted EPS guidance was narrowed to $9–$11, with Q3 guided at $2.50–$3.50. The company now expects its first Boeing 737 MAX 10 in mid-to-late 2027, a delay that pushes back capacity growth, while planning to retire at least 80 aircraft in 2027 to cut costs. Premium-configured A321s will arrive starting late 2026, and 27 new routes plus the A321XLR debut signal network expansion. This follows the July 15 earnings beat and guidance raise; the new operational details add texture but the fuel cost headwind of ~$6B remains the dominant margin risk.
At the time of this announcement, UAL was trading at $117.17 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $37.5B. The 52-week trading range was $82.42 to $138.77. This news item was assessed with neutral market sentiment and an importance score of 7 out of 10. Source: Wiseek News.