"United Airlines (Nasdaq:UAL) reports fiscal third-quarter 2025 results after the close today at 4 p.m. ET, marking one of the most closely watched earnings of the airline earnings season.The stock has rallied toward $100 in recent weeks amid optimism that corporate travel and domestic yields have turned a corner after a soft first half.United's Q2 call emphasized margin durability, supply-side discipline across the industry, and a visible inflection in demand."
"Wall Street expects EPS of $2.68 on revenue of $15.29 billion, implying a sharp sequential step-down from Q2's $3.87 but stable year-over-year growth of ~3%. Management last quarter guided to Q3 EPS between $2.25 and $2.75, with improving booking trends, double-digit business demand acceleration, and stabilizing domestic yield."
Consensus forecasts set Q3 fiscal 2025 revenue at $15.29 billion and normalized EPS at $2.68, a marked sequential decline from Q2's $3.87 but roughly 3% year-over-year growth. Management previously guided Q3 EPS between $2.25 and $2.75 while citing improving booking trends, accelerating business demand, and stabilizing domestic yields. The stock had rallied toward $100 on optimism around corporate travel recovery and yield improvement after a soft first half. Q2 commentary stressed margin durability and supply-side discipline. Management targets $9–$11 full-year EPS and over $2 billion in free cash flow, and the quarter will test those goals as capacity and fuel normalize into 2026.
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