United Airlines (UAL) Q4 Non-GAAP EPS of $3.10 Beats Expectations with $15.4B Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: seekingalpha
- Earnings Beat: United Airlines reported a Q4 Non-GAAP EPS of $3.10, exceeding expectations by $0.16, which reflects the company's robust performance in a competitive airline market and boosts investor confidence.
- Revenue Growth: The Q4 revenue reached $15.4 billion, marking a 5% year-over-year increase and surpassing market expectations by $60 million, indicating significant progress in recovering travel demand and solidifying its market position.
- Cash Flow Performance: The company generated $8.4 billion in operating cash flow and $2.7 billion in free cash flow for the year, demonstrating strong cash generation capabilities that provide a solid foundation for future investments and shareholder returns.
- Share Buyback Program: United Airlines repurchased $29 million of shares in Q4 2025, totaling $640 million for the full year, reflecting the company's confidence in its value and commitment to shareholders.
Analyst Views on UAL
Wall Street analysts forecast UAL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UAL is 139.07 USD with a low forecast of 115.00 USD and a high forecast of 156.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
15 Buy
1 Hold
0 Sell
Strong Buy
Current: 113.490
Low
115.00
Averages
139.07
High
156.00
Current: 113.490
Low
115.00
Averages
139.07
High
156.00
About UAL
United Airlines Holdings, Inc. is a holding company. The Company transports people and cargo throughout North America and to destinations in Asia, Europe, Africa, the Pacific, the Middle East and Latin America. The Company, through United Airlines, Inc., and its regional carriers, operates across six continents, with hubs at Chicago O'Hare International Airport (ORD), Denver International Airport (DEN), George Bush Intercontinental Airport (IAH), Los Angeles International Airport (LAX), Newark Liberty International Airport (EWR), San Francisco International Airport (SFO), Washington Dulles International Airport (IAD) and A.B. Won Pat International Airport (GUM). Its hub and spoke system allow it to transport passengers between a large number of destinations with frequent services. The Company has contractual relationships with various regional carriers to provide regional aircraft service branded as United Express. It provides freight and mail transportation services (Air Cargo).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
