| UAL |
Report |
2Q26 adjusted EPS |
BEAT |
pred ~$1.99 vs. cons $1.85 |
HIGH |
| UAL |
Report |
2Q26 total operating revenue |
IN-LINE |
pred ~$17.67B vs. cons $17.58B |
MEDIUM |
| UAL |
Report |
2Q26 TRASM growth |
BEAT |
pred ~12.1% vs. cons 10.9% |
MEDIUM |
| UAL |
Guide |
3Q26 adjusted EPS |
LOWER |
guide ~$3.00 vs. cons $3.62 (3Q26) |
HIGH |
| UAL |
Guide |
FY26 adjusted EPS |
LOWER |
guide ~$10.00 vs. cons $10.50 (FY26) |
HIGH |
| UAL |
Guide |
3Q26 TRASM growth |
BETTER |
guide ~12.2% vs. cons 9.5% (3Q26) |
MEDIUM |
| UAL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| UAL |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH: 3Q EPS guide ~$3.00 vs. cons $3.62 and FY26 midpoint ~$10.00 vs. cons $10.50 imply estimate cuts despite the 2Q EPS beat. |
MEDIUM |