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United Airlines issues new 2025 forecast as CEO says 'world is less uncertain'

July 16, 2025
09:15 PM
4 min read
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United Airlines is the second of the major U.S. carriers to report results.

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4 min read

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investment

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Published

July 16, 2025

09:15 PM

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CNBC

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economystocksindustrialsconsumer discretionarymarket cyclesseasonal analysismarket

What's remarkable is United said it now expects to earn between $9 and $11 a this year, down from a forecast earlier this year of between $11. 50 and $13

The airline's third-quarter forecast was within the range of analysts' expectations

United said it expects constraints at its Newark Liberty International Airport hub to continue to hit its pretax margins

However, In this articleUAL your favorite stocksCREATE FREE ACCOUNTA United Airlines Boeing 757 departs from Los Angeles International Airport en route to New York on Sept

On the other hand, Kevin Carter | Getty ImagesUnited Airlines' second-quarter earnings beat estimates, and its CEO said travel demand is picking up after a rocky start to 2025, given current economic conditions

However, Travel demand, particularly from more price-sensitive customers for domestic flights, had come in weaker than airline executives expected at the start of the year, sending airfares lower. "The world is less uncertain today than it was during the first six months of 2025 and that gives us confidence a strong finish to the year," CEO Scott Kirby said

Rival Delta Air Lines last week reinstated its full-year forecast, which was lower than it expected at the start of the year

Delta and other airlines have said they plan to cut capacity after the peak summer travel season, which ends around mid-August

Conversely, Here is what United Airlines reported for the quarter that June 30 compared with what Wall Street was expecting, based on estimates compiled by LSEG:Earnings per : $3, in today's market environment. 87 adjusted vs

In contrast, 81 expectedRevenue: $15, in light of current trends

Moreover, 24 billion vs. 35 billion expectedUnited's second-quarter revenue rose 1. 7% from a year earlier to $15

Moreover, 24 billion, below the $15

On the other hand, 35 billion analysts expected

However, On the other hand, Net income dropped 26% to $973 million, or $2 (remarkable data)

Adjusting for one-time items, United reported $1 (noteworthy indeed)

Furthermore, 27 billion, or $3 (which is quite significant)

At the same time, Unit revenue dropped 4% in the quarter

Additionally, However, The decline was most nounced in domestic passenger revenue per seat mile, which fell 7% year over year

International revenue has been a bright spot for airlines, but there was some evidence of weaker pricing power, with United's Europe unit revenues down 2

Additionally, 2% on the year, given the current landscape

Premium revenue was up 5, amid market uncertainty. 6% over last year, a sign that customers continue to pay up for more comfort on board, while basic-economy class sales were up 1 (which is quite significant)

Additionally, 7% year over year

United expects to post adjusted earnings of between $9 and $11 per in 2025 compared with the $10 a analysts had expected, amid market uncertainty

Amid economic uncertainty this spring, United in April had taken the the unusual step of issuing two earnings scenarios — $11 (remarkable data). 50 a in a stable environment and $7 and $9 a in a "recessionary environment, amid market uncertainty. "For the third quarter, United said it expects adjusted earnings of $2. 75 a, within analysts' expectations

The carrier said operational constraints at Newark Liberty International Airport, a major United hub, this year hit its second-quarter pretax margin by 1, given current economic conditions

Meanwhile, 2 points and forecast a third-quarter impact of 0

At the same time, The Federal Aviation Administration in May cut flights at Newark because of air traffic controller staffing shortages and other issues

American Airlines and Southwest Airlines are scheduled to report results next week, in today's market environment

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