United Airlines (UAL) PT Raised to $105 at Evercore ISI

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United Airlines Reports Second-Quarter Profit, Sees Third-Quarter Positive Inflection in Both Supply and Demand

July 16, 2025 4:00 PM EDT

Airline expects less geopolitical and macroeconomic uncertainty in second half of 2025, with demand inflection beginning in early July with a 6 point acceleration in booking demand

Published industry schedules show a supply inflection beginning in mid-August, similar to schedule changes in 2024

Updated full-year adjusted diluted earnings per share1 guidance of $9.00 to $11.00

Q2 diluted earnings per share of $2.97; adjusted diluted earnings per share2 of $3.87 versus guidance range of $3.25 to... More