| UAL |
Report |
Q2 adjusted EPS |
BEAT |
pred ~$1.99 vs. cons $1.85 |
HIGH |
| UAL |
Report |
Q2 operating revenue |
IN-LINE |
pred ~$17.67B vs. cons $17.62B |
HIGH |
| UAL |
Report |
Q2 CASM-ex |
IN-LINE |
pred ~13.12¢ vs. cons 13.01¢ |
MEDIUM |
| UAL |
Guide |
Q3 adjusted EPS |
LOWER |
guide ~$3.00 vs. cons $3.62 (Q3 2026) |
HIGH |
| UAL |
Guide |
Full-year adjusted EPS |
LOWER |
guide ~$10.00 vs. cons $10.50 (FY2026) |
HIGH |
| UAL |
Guide |
TRASM growth |
BETTER |
guide ~12.5% vs. cons 11.0% (Q3 2026) |
MEDIUM |
| UAL |
Guide |
Implied Q4 adjusted EPS |
BETTER |
guide ~$3.82 vs. cons $3.70 (Q4 2026) |
MEDIUM |
| UAL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| UAL |
Return |
5-day cumulative residual |
-1.5% (FADE) |
The Q3 midpoint of $3.00 vs. $3.62 consensus and FY2026 midpoint of $10.00 vs. $10.50 should trigger near-term estimate cuts despite the Q2 beat. However, the implied Q4 EPS of about $3.82 vs. $3.70 consensus and TRASM guidance near 12.5% vs. 11.0% support a partial recovery after the initial selloff. |
MEDIUM |