| UAL |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$1.90 vs. cons $1.896 |
HIGH |
| UAL |
Report |
TRASM (Q2 2026) |
IN-LINE |
pred ~20.25c vs. cons 20.31c |
HIGH |
| UAL |
Report |
CASM-ex (Q2 2026) |
IN-LINE |
pred ~13.12c vs. cons 13.25c |
HIGH |
| UAL |
Guide |
Adj. EPS (Q3 2026) |
LOWER |
guide $2.50-$3.50 ($3.00 mid) vs. cons $3.65 |
HIGH |
| UAL |
Guide |
Adj. EPS (FY 2026) |
BETTER |
guide $9.00-$11.00 raised; above high end if fuel normalizes vs. cons $10.70 |
MEDIUM |
| UAL |
Guide |
TRASM trajectory (Q3 & Q4 2026) |
BETTER |
guide >12.1% YoY in Q3 and Q4 vs. Q3 cons ~13.5% implied |
MEDIUM |
| UAL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
MEDIUM |
| UAL |
Return |
5-day cumulative residual |
-3.0% (STABILIZE) |
STABILIZE - initial sell-off on Q3 guide miss, partial recovery as FY math and TRASM acceleration absorbed |
MEDIUM |