Over the past year, airline stocks have trailed the broad market as the industry deals with elevated operating costs, economic uncertainty tamping down demand for flights, and pilot labor shortages.
U.S. airlines have already canceled almost 2,000 Friday and Saturday flights ahead of a winter storm expected to wallop two-thirds of the United States over the weekend, with flights out of Dallas among the most affected so far.
United Airlines NASDAQ: UAL stock is up more than 2% after the company delivered its fourth-quarter earnings report for 2025. Despite headwinds from the November government shutdown, United posted record revenue, spurred by strong demand from higher-income and corporate travelers.
U.S. airlines have rolled out sweeping travel waivers as Winter Storm Fern, forecast to spread heavy snow, sleet and dangerous ice across two dozen states, threatened to disrupt air travel across a wide swath of the country heading into the weekend.
United Airlines delivered solid 2025 results despite structural and external challenges, maintaining strong profitability and operational improvements. The airline faced more hiccups in a solid Q4 with a $250 million hit from the government shutdown. UAL guided for 2026 EPS of $13 at the midpoint, signaling continued earnings growth and robust premium and loyalty revenue expansion.
United Airlines grew its loyalty revenue by promoting loyalty rather than rewards, an executive said Wednesday (Jan. 21) during the company's fourth quarter earnings call. The airline's loyalty revenue saw year-over-year increases of 10% for the fourth quarter and 9% for the full year of 2025, according to a Wednesday earnings release.
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