United Airlines shares pop on meaningful earnings beat, stable bookings

Published 16/04/2025, 09:22
© Reuters.
Investing.com -- United Airlines reported better-than-expected first-quarter results, sending its shares higher in premarket trading Wednesday. The U.S. carrier warned its full-year guidance will take a big hit if the economy falls into recession. 

Nonetheless, United Airlines Holdings Inc (NASDAQ:UAL) rose more than 5% in the premarket.
 
United reported adjusted earnings per share of $0.91 on revenue of $13.2 billion, beating estimates of $0.74 a share on revenue of $13.18 billion.
 
The company said it was cutting 4% of scheduled domestic capacity starting in the third quarter 2025, citing an uncertain macroeconomic environment. 
 
For Q2, the company guided adjusted EPS in a range of $3.25 to $4.25, or $3.75 at the midpoint, missing analyst estimates of $3.97.
 
Looking ahead to the full-year 2025, the company said that if the economy remains stable, then it expects to meet its full-year adjusted EPS guidance of $11.50 to $13.50, but in the event of a recession adjusted EPS would be in a range of $7 to $9. 
 
"Stable booking trends in recent weeks and lower 2H25 capacity growth keeps the EPS guide in the prior $11.50-13.50 range, a strong outlook following months of increasing fundamental fears across airline and specifically UAL shares," Barclays (LON:BARC) analysts said in a note.
 
Separately, Bank of America analysts said Q1 was "a well-executed quarter" for United Airlines, and they expect the carrier "to outperform given its premium revenue base, strong loyalty program, and solid balance sheet."
 
Yasin Ebrahim contributed to this report. 
 

 

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