Every material Form 8-K United Airlines filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
United Airlines Holdings reported second-quarter 2026 results, with total operating revenue of $17.7 billion, up 16.0% from a year earlier, and diluted earnings per share of $2.46 (adjusted $1.99). It raised its full-year 2026 adjusted diluted EPS guidance to $9.00-$11.00, but expects nearly $6 billion in added fuel expense for the year versus its January expectation, which is the main cost pressure for shareholders.
Q2 2026 total operating revenue $17.7 billion, up 16.0%; net income $805 million; pre-tax earnings $1.0 billion
Full-year 2026 adjusted diluted EPS guidance raised to $9.00-$11.00
Q2 aircraft fuel expense rose $2.3 billion, or 84%; company expects to recover 80%-90% of the increase in Q3 and 100% by Q4
Ending available liquidity of $19.6 billion; total debt and lease obligations of $26.5 billion at quarter end
United Airlines reported first-quarter 2026 diluted earnings per share of $2.14, up 85% year over year, and total operating revenue of $14.6 billion, up 10.6%. Fuel expense rose $340 million, and the company plans to cut its planned capacity by 5 points for the rest of 2026, with third- and fourth-quarter capacity now expected to be flat to up approximately 2% year over year. Shareholders get higher reported profit, but the capacity cut and elevated fuel prices are near-term pressures on the business.
Diluted EPS of $2.14, up 85%; adjusted diluted EPS of $1.19, up 31%, within initial guidance of $1.00 to $1.50
Total operating revenue of $14.6 billion, up 10.6%; net income of $0.7 billion
Aircraft fuel expense up $340 million; average fuel price of $2.78 per gallon, up 9.9%
Expects Q3 and Q4 2026 capacity flat to up approximately 2% year over year, after a 5-point cut versus the original plan
On February 6, 2026, United Airlines Holdings, Inc. issued $1,000,000,000 of 4.875% senior notes due March 1, 2029 in a public offering, guaranteed by its subsidiary United Airlines, Inc. The notes were sold under a shelf registration and an underwriting agreement dated February 3, 2026, and the filing does not state how the proceeds will be used.
Principal amount: $1,000,000,000; interest of 4.875% per year, paid semi-annually on March 1 and September 1, starting September 1, 2026
Maturity: March 1, 2029; UAL may redeem before December 1, 2028 at the greater of par or a make-whole amount, and at par plus accrued interest on or after that date
Covenants limit liens securing borrowed money or capital leases and mergers or asset transfers, subject to exceptions; holders may require repurchase at 101% of principal upon a Change of Control Triggering Event
Underwriters acting through Barclays Capital Inc. and BofA Securities, Inc.; issued under the Base Indenture dated May 7, 2013 with The Bank of New York Mellon Trust Company, N.A. as trustee
United Airlines Holdings issued $1 billion of 5.375% senior notes maturing March 1, 2031, in a public offering on February 2, 2026, with United Airlines, Inc. guaranteeing the notes. The filing describes covenants limiting liens and mergers, and redemption and change-of-control terms, but does not state how the proceeds will be used.
Principal amount of $1 billion, issued February 2, 2026, maturing March 1, 2031
Interest of 5.375% per year, paid semi-annually on March 1 and September 1, starting September 1, 2026
Redeemable before September 1, 2030 at the greater of par or a make-whole amount; at par plus accrued interest on or after that date
Holders may require repurchase at 101% of principal plus accrued interest after a change of control triggering event, unless redeemed or a third-party offer is made
United Airlines Holdings reported fourth-quarter and full-year 2025 results, saying EPS exceeded Wall Street expectations. Full-year diluted EPS rose 8% to $10.20, and Q4 revenue of $15.4 billion was up 4.8% from a year earlier, but Q4 Total Revenue Per Available Seat Mile fell 1.6%. The company also cited about $250 million of pre-tax earnings impact from the November government shutdown.
Q4 2025 diluted EPS $3.19; adjusted diluted EPS $3.10, within the $3.00 to $3.50 initial guidance range
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every United Airlines filing is on SEC EDGAR ↗. 8-K briefs of other companies →