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AI brief of an SEC Form 8-K · United Airlines (UAL)

United Airlines Q3 revenue rises 17% to $17.9 billion; EPS $3.14

Positive Impact 3 of 5 earnings

United Airlines Holdings reported third-quarter 2026 diluted earnings per share of $3.14, up 8.3% from $2.90, and total operating revenue of $17.9 billion, up 17.4%. The company said it expects fourth-quarter total operating revenue to grow more than 20% year over year, while aircraft fuel expense rose 61.6% to $4.8 billion.

Key points

  • Q3 net income was $1.0 billion ($1,029 million), up 8.5%; pre-tax earnings were $1.3 billion, up 4.5%.
  • Q3 adjusted diluted EPS was $2.54, which the company described as within its guidance.
  • Aircraft fuel expense was $4.8 billion, up 61.6%, with average fuel price of $3.90 per gallon versus $2.43 a year earlier.
  • The investor update outlines Q4 2026 revenue growth above 20% year over year, and an earnings call is set for October 21, 2026.

The filing

CompanyUnited Airlines (UAL)
Form8-K, current report
Filed with the SECOct 20, 2026, 4:00 PM ET
Accession number0000100517-26-000184

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:18 PM ET, from the text of the filing and its press-release exhibits only.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.