UAL Earnings Prediction
The chart below shows how UAL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, UAL sees a -5.18% change in stock price 10 days leading up to the earnings, and a +2.88% change 10 days following the report. On the earnings day itself, the stock moves by +1.05%. This data can give you a slight idea of what to expect for the next quarter's release.
UAL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
14.84B
2.48%
-0.95%
Gross Margin
59.02%
2.31%
-0.62%
Operating Margin
10.51%
-13.92%
-19.83%
Net Margin
6.50%
-17.20%
-26.39%
EPS
2.90
-15.20%
-26.77%
No Data Available
UAL Earnings Analysis
United Airlines Holdings, Inc. Common Stock Corporation (UAL.O) Earnings Conference Call
Positive
Record Third Quarter Performance: United Airlines reported a record third quarter in company history, achieving a pre-tax margin of 9.7% and earnings per share of $3.33, exceeding guidance expectations.
Revenue Growth Analysis: The airline's top-line revenue grew 2.5% year-over-year to $14.8 billion, driven by a 4.1% increase in capacity compared to the same period last year.
Domestic Capacity Optimization: United's domestic capacity in 2024 is expected to be shaped by the removal of unprofitable capacity, leading to improved domestic yield expectations.
Share Repurchase Program Approval: The company has approved a $1.5 billion share repurchase program, which is expected to be executed throughout 2025, reflecting confidence in future performance.
Customer Satisfaction Improvement: United's NPS score increased by 5 points year-over-year, indicating improved customer satisfaction and engagement.
Negative
TRASM Decline Analysis: Consolidated TRASM was down 1.6% year-over-year, aligning with expectations of a challenging domestic industry capacity dynamic in July.
Domestic PRASM Improvement: Domestic PRASM was slightly positive in August and September year-over-year, which was a material improvement from earlier in the quarter where it was down 4%.
Domestic Capacity Expectations: United's domestic capacity in 2024 was shaped with the expectation that the industry would remove unprofitable capacity in earnest in Q4.
Domestic Inflection Point Achieved: As expected, we reached the domestic inflection point.
Domestic Yield Fluctuations: Domestic yields were down 9% in July, down 2% in September and up 3% in January.
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UAL Earning Call Sentiment
United Airlines Holdings, Inc. (UAL) Q3 2024 Earnings Call Transcript
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00:00
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UAL.O
-5.37%Positive
The earnings report shows strong financial performance, with EPS exceeding guidance and revenue growth. The share repurchase program is a positive signal for shareholder returns. The Q&A reveals optimism in future strategies and margin expansion, despite some uncertainties around Boeing's impact. Overall, the positive financial metrics and strategic outlook suggest a likely stock price increase of 2% to 8% over the next two weeks.
