UAL United Airlines Holdings, Inc.

UAL United Airlines Holdings, Inc.

Industrials · Airlines

Desk view

Watchingmedium conviction
Perspectives Energy To Humanitarian Transmission

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $94.79 · VWAP $105.08 · -6.8% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster CFO, EVP + 2 others sold $8.2M, Jul 28–Aug 5

Coverage

1 related campaign

Watchlists @airlines@escalation

UAL Price Structure

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Peers

Every watchlist UAL belongs to, members best 30-day change first — UAL highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@airlines
View watchlist →
LUV+1.7% -0.7%1d +5.7%7d DAL-6.1% -3.1%1d +1.9%7d JETS-7.6% -2.5%1d +1.0%7d AAL-9.3% -3.9%1d +1.9%7d UAL-11.6% -4.0%1d +1.9%7d ALK-13.3% -2.8%1d -2.1%7d
@escalation
View watchlist →
LNG+9.2% +4.1%1d +3.2%7d LIN+8.3% -0.3%1d +2.1%7d FCG+8.2% +3.5%1d +2.5%7d APD+7.0% -0.3%1d +2.5%7d TRGP+6.8% +4.4%1d +2.5%7d OKE+5.8% +2.1%1d +2.7%7d VG+5.5% +9.3%1d +10.1%7d CQP+2.9% +3.0%1d +4.1%7d ET-0.2% +2.0%1d +0.9%7d EPD-1.3% +1.5%1d +0.7%7d DAL-6.1% -3.1%1d +1.9%7d EWS-6.8% -0.2%1d -0.8%7d EWT-6.8% +0.9%1d -1.3%7d FLNG-7.7% +2.3%1d +1.2%7d GLNG-8.7% +3.6%1d +0.8%7d UAL-11.6% -4.0%1d +1.9%7d UNG-11.9% -3.1%1d -10.1%7d EWY-18.5% +1.5%1d +0.6%7d WDC-27.4% -3.0%1d +3.5%7d STX-31.8% -1.8%1d -1.3%7d

Next earnings UAL reports in 95 days Jan 26 '27

Last report Oct 20

Reported EPS $2.54 versus analyst consensus of $2.57 (-1.3%).

full note →

Against street estimates

How UAL's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 10 quarters · newest report Oct 20 · projection Oct 23

Result
Oct 20 2.572.54-1.3%In line
Jul 15 1.851.99+7.6%Beat
Apr 21 1.081.19 GAAP ≠ +10.0%Beat
Jan 20 2.943.10+5.4%Beat
Oct 15 '25 2.682.78+3.8%Beat
Jul 16 '25 3.813.87 GAAP ≠ +1.5%In line
Apr 15 '25 0.740.91+23.8%Beat
Jan 21 '25 3.033.26+7.6%Beat

Recent news

Headlines about UAL from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

UAL research tape

36 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

earnings UAL earnings — 2026-10-21 earnings UAL earnings — 2026-10-20 scan Airlines Scan — October 16, 2026 Close scan Airlines Scan — October 9, 2026 Close scan Airlines Scan — October 2, 2026 Close
Types
Oct 21 Catalyst UAL earnings
UAL
Oct 20 Catalyst UAL earnings
UAL
Oct 16 Scan Airlines Scan — October 16, 2026 Close
DALUALLUVJETSAALALK
Oct 9 Scan Airlines Scan — October 9, 2026 Close
DALUALLUVJETSAALALK
Oct 2 Scan Airlines Scan — October 2, 2026 Close
DALUALLUVJETSAALALK
Sep 25 Scan Airlines Scan — September 25, 2026 Close
DALUALLUVJETSAALALK
Sep 23 Scan Airlines Scan — September 23, 2026 Close
DALUALLUVJETSAALALK
Sep 22 pick MarketWatch — jet fuel is following diesel's price jump as refineries run short
VLOPSXMPCUALDAL#energy-to-humanitarian-transmission
Sep 18 Scan Airlines Scan — September 18, 2026 Close
DALUALLUVJETSAALALK
Sep 18 Article The War's Energy Shock Has Reached Freight and Rates, Not Food
VLOPSXMPCDINOCVIFRODHTSTNG#energy-to-humanitarian-transmission +4 more
Sep 11 Article August CPI: energy up 16.3 percent on the year, fuel oil up 52 percent, airfares up 23.4 percent, groceries flat on the month (BLS, Sept 11) — article
SPYTLTUALDAL#energy-to-humanitarian-transmission
Sep 11 Scan Airlines Scan — September 11, 2026 Close
DALUALLUVJETSAALALK
Sep 4 Scan Airlines Scan — September 4, 2026 Close
DALUALLUVJETSAALALK
Aug 28 Scan Airlines Scan — August 28, 2026 Close
DALUALLUVJETSAALALK
Aug 22 Scan Airlines Scan — August 21, 2026 Close
DALUALLUVJETSAALALK
Aug 14 Scan Airlines Scan — August 14, 2026 Close
DALUALLUVJETSAALALK
Aug 8 Scan Airlines Scan — August 7, 2026 Close
DALUALLUVJETSAALALK
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Jul 31 Scan Airlines Scan — July 31, 2026 Close
DALUALLUVJETSAALALK
Jul 28 Scan Airlines Scan — July 28, 2026 Close
DALUALLUVJETSAALALK
Jul 25 Scan Airlines Scan — July 24, 2026 Close
DALUALLUVJETSAALALK
Jul 17 Scan Airlines Scan — July 17, 2026 Close
DALUALLUVJETSAALALK
Jul 15 Catalyst UAL earnings
UAL
Jul 11 Scan Airlines Scan — July 10, 2026 Close
DALUALLUVJETSAALALK
Jul 7 Scan Airlines Scan — July 6, 2026 Close
DALUALLUVJETSAALALK
Jun 26 Scan Airlines Scan
DALUALLUVJETSAALALK
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan Airlines Scan
DALUALLUVJETSAALALK
Jun 20 Scan Airlines Scan
DALUALLUVJETSAALALK
Jun 16 Scan Airlines Scan
DALUALLUVJETSAALALK
May 29 Scan Airlines Scan
AALALKDALJETSLUVUAL
Apr 28 Scan Airlines Scan
AALALKDALHAJETSLUVSAVEUAL
Apr 26 Scan Airlines Scan
AALALKDALHAJETSLUVSAVEUAL
Apr 13 Scan Airlines
AALALKDALHAJETSLUVSAVEUAL
Apr 6 Scan Escalation Scan
APDBOILCQPDALEPDEWSEWTEWY +4 more
Dec 31 '25 Desk Move BUY UAL — druckenmiller-13f (2025-12-31, 7.6701 shares @ $113.01)
UAL