United Airlines Holdings, Inc.

NasdaqGS:UAL 株式レポート

時価総額：US$40.9b

United Airlines Holdings 将来の成長

Future 基準チェック /16

United Airlines Holdings利益と収益がそれぞれ年間4.1%と5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.7% 6.3%なると予測されています。

主要情報

4.1%

収益成長率

6.26%

EPS成長率

Airlines 収益成長20.8%
収益成長率5.0%
将来の株主資本利益率17.70%
アナリストカバレッジ

Good

最終更新日08 Jul 2026

今後の成長に関する最新情報

分析記事 • Oct 18

United Airlines Holdings, Inc. Just Recorded A 6.3% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a good week for United Airlines Holdings, Inc. ( NASDAQ:UAL ) shareholders, because the company has just...

Recent updates

ナラティブの更新 • Jun 30

UAL: Premium Demand And Asset Purchases Will Balance Fuel And Execution Risks

United Airlines Holdings' analyst price target has been revised higher from $132.08 to $136.63 as analysts factor in updated fair value estimates, slightly adjusted revenue growth and margin assumptions, and modestly higher future P/E expectations following a series of upward target moves from major research firms. Analyst Commentary Recent research updates on United Airlines Holdings point to a wide range of price targets, with several fresh revisions higher.
分析記事 • Jun 18

United Airlines Holdings (UAL) Stock Could Be 12.3% Undervalued After Strait Of Hormuz Deal

The peace framework between the U.S. and Iran, which will reopen the Strait of Hormuz, has quickly become a key story for United Airlines Holdings (UAL) stock as investors reassess fuel costs and international demand. See our latest analysis for United Airlines Holdings. United Airlines Holdings shares have been volatile, but the recent peace framework and easing fuel concerns coincide with a 7 day share price return of 12.7% and a 1 year total shareholder return of 55.9%, hinting that...
ナラティブの更新 • Jun 16

UAL: Premium Demand And Asset Purchases Will Counter Fuel And Execution Risks

United Airlines Holdings' analyst price target is updated to $132.08, with analysts pointing to recent upward revisions from firms such as Morgan Stanley and UBS as they refresh models on earnings power and valuation multiples. Analyst Commentary Recent research on United Airlines Holdings shows a mix of optimism and caution, with several firms updating their models and price targets as they reassess earnings power and valuation multiples.
ナラティブの更新 • Jun 02

UAL: Premium Demand And Fleet Expansion Will Counter Fuel Headwinds

The analyst price target for United Airlines Holdings has inched higher to $132.08 from $129.83 as analysts incorporate recent target increases from firms that are focusing on potential earnings growth and revised sector assumptions on fuel and revenue. Analyst Commentary Recent research on United Airlines Holdings reflects a mix of optimism on earnings potential and caution around fuel costs and sector wide risks, which feeds directly into the updated price targets.
Seeking Alpha • May 18

United Airlines: Stronger Than American, Cheaper Than Delta

Summary United Airlines stands out post-Spirit collapse, offering superior growth and profitability versus peers at a discounted valuation. Q1 2026 results demonstrated robust pricing power, with premium and business segments driving double-digit revenue growth despite fuel cost headwinds. Fuel price volatility remains the primary risk, prompting UAL to lower full-year EPS guidance to $7–$11, but management expects increasing fare pass-through. I rate UAL a cautious buy, as it delivers Delta-like metrics at a lower multiple, with catalysts tied to fuel stabilization and sustained premium demand. Read the full article on Seeking Alpha
ナラティブの更新 • May 15

UAL: Fuel Cost Headwinds Will Be Offset By Premium Demand

Analysts have revised United Airlines Holdings' price targets in a mixed but generally lower range of $4 to $23, largely reflecting updated fuel cost assumptions and expectations for only modest changes in revenue growth and margins in their models. Analyst Commentary Recent research on United Airlines points to a split view, with price targets adjusted both higher and lower as analysts rework models around fuel costs, demand trends and capacity growth.
ナラティブの更新 • Apr 30

UAL: Premium Demand And Route Expansion Will Offset Higher Fuel Costs

United Airlines Holdings' analyst price target has been adjusted slightly lower to about $129.83, with analysts broadly tying changes in their outlooks to higher fuel cost assumptions that are being only partly offset by steady demand expectations. Analyst Commentary Recent Street research around United Airlines Holdings centers on how higher fuel cost assumptions and shifting guidance affect valuation, with analysts split between focusing on earnings pressure and resilience in demand and revenue.
ナラティブの更新 • Apr 16

UAL: Premium Demand And Capacity Discipline Will Offset Higher Fuel Costs

Narrative Update on United Airlines Holdings The analyst price target for United Airlines Holdings has been adjusted slightly lower to about $130 from around $133, as analysts factor in higher jet fuel costs, potential guidance cuts, and ongoing regulatory and macro uncertainties. These factors are partly balanced by solid demand trends and continued interest in premium carriers.
ナラティブの更新 • Apr 01

UAL: Premium Demand And Capacity Cuts Will Support Future Upside

United Airlines Holdings' updated analyst price target has been trimmed by about $3 to roughly $133, as analysts factor in higher fuel costs and slightly lower profit margin expectations, partly offset by firm demand trends and modestly higher assumed revenue growth and future P/E multiples. Analyst Commentary Recent Street research around United Airlines Holdings has become more mixed, with several bullish analysts still assigning targets north of US$140 while a growing group of cautious analysts trim targets into the US$110 to US$135 range on fuel and margin concerns.
ナラティブの更新 • Mar 18

UAL: Q1 Demand Strength And Premium Travel Resilience Will Drive Upside

The updated analyst price target for United Airlines Holdings reflects a modest trim to $135.52 from $138.60, as analysts factor in higher fuel cost assumptions and slightly lower profit margins, while still pointing to resilient demand and revenue trends. Analyst Commentary Recent research on United Airlines Holdings highlights a mix of optimism on demand and revenue trends alongside caution around fuel costs, margins, and guidance risk.
ナラティブの更新 • Mar 04

UAL: Q1 Demand Strength And 90 Day Catalyst Watch Will Drive Upside

United Airlines Holdings' analyst price target has been trimmed slightly, with analysts citing higher fuel cost assumptions that modestly weigh on fair value, even as demand trends and earnings tracking remain supportive in the near term. Analyst Commentary Recent research on United Airlines Holdings highlights a mix of optimism on demand and earnings power, alongside caution around fuel costs and the broader airline cycle.
ナラティブの更新 • Feb 18

UAL: Q4 Setup And 90 Day Catalyst Watch Will Drive Upside

The updated analyst price target for United Airlines Holdings edges higher to about $139, with analysts pointing to a slightly lower discount rate and a modestly lower assumed future P/E multiple as they reassess the risk and valuation backdrop following a series of recent target hikes and a new 90 day catalyst watch. Analyst Commentary Recent research on United Airlines Holdings has been active, with several firms updating their price targets and reassessing assumptions around earnings power, valuation multiples, and near term catalysts.
ナラティブの更新 • Feb 03

UAL: Q4 Setup And 2026 Demand Momentum Will Drive Upside Potential

Analysts have raised their fair value estimate for United Airlines Holdings to $138.77 from $125.26, reflecting updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in light of a series of recent price target increases across the Street, along with one reduction. Analyst Commentary Recent Street research on United Airlines Holdings has skewed positive, with a cluster of higher price targets and one reduction.
ナラティブの更新 • Jan 20

UAL: 2026 Guidance Caution Will Challenge Recent Optimism On Demand

Analysts have lifted their price targets on United Airlines Holdings sharply into a US$129 to US$153 range, and our updated fair value estimate has shifted from US$72.78 to US$95.53 as they point to resilient demand indicators into 2026, supportive Q4 setup commentary, and expectations for constructive airline guidance relative to subdued consensus. Analyst Commentary Across the Street, research updates are pointing to a tighter cluster of higher price targets for United Airlines within the US$129 to US$153 range.
ナラティブの更新 • Jan 06

UAL: Margin Execution And Operational Resets Will Shape Future Upside Potential

Analysts have nudged their fair value estimate for United Airlines Holdings up slightly from about US$124.36 to roughly US$125.26. They cite a modestly higher long term revenue outlook, a small adjustment to discount rates, and updated assumptions for profit margins and future P/E multiples following recent price target increases across several research firms.
分析記事 • Dec 23

United Airlines Holdings, Inc. (NASDAQ:UAL) Surges 26% Yet Its Low P/E Is No Reason For Excitement

United Airlines Holdings, Inc. ( NASDAQ:UAL ) shareholders would be excited to see that the share price has had a great...
ナラティブの更新 • Dec 14

UAL: Premium Demand And Margin Expansion Will Drive Upside Despite Flight Disruptions

The blended analyst price target for United Airlines Holdings has been raised from approximately $123 to $124 per share, as analysts factor in stronger anticipated revenue growth, slightly higher long term margins, and a modestly richer future earnings multiple. Analyst Commentary Bullish analysts have broadly increased their price targets on United Airlines, signaling rising confidence in the company’s ability to execute on its growth and margin expansion plans over the next two years.
ナラティブの更新 • Nov 29

UAL: Margin Expansion And Resilient Demand Will Overcome Near-Term Flight Disruptions

United Airlines Holdings' analyst price target has been modestly adjusted from $123.20 to $122.90. This reflects analysts' views that while the company continues pursuing margin expansion and earnings growth, recent sector dynamics and improving demand are being balanced with updated financial outlooks.
ナラティブの更新 • Nov 15

UAL: Margin Expansion Initiatives Will Drive Performance Amid Air Travel Disruptions

United Airlines Holdings’ analyst price target has increased significantly, with recent updates raising it by as much as $41 to $156. Analysts cite robust earnings prospects, margin expansion initiatives, and stronger demand trends as key drivers for the upward revisions.
ナラティブの更新 • Nov 01

UAL: Higher Margins And Revenue Outlook Will Drive Outperformance Through 2027

United Airlines Holdings' analyst price target has risen from $121.45 to $123.20 as analysts cite ongoing margin expansion efforts and improved revenue growth projections as key drivers for the upward revision. Analyst Commentary Recent analyst activity for United Airlines Holdings has largely centered on price target increases, highlighting both optimistic and cautious perspectives regarding the company’s future prospects.
分析記事 • Oct 18

United Airlines Holdings, Inc. Just Recorded A 6.3% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a good week for United Airlines Holdings, Inc. ( NASDAQ:UAL ) shareholders, because the company has just...
ナラティブの更新 • Oct 18

Expanding International Demand And Premium Cabins Will Ensure Future Strength

The analyst price target for United Airlines Holdings increased from $115 to $121.45, as analysts cited improved margin outlooks and higher long-term earnings potential following recent industry and company updates. Analyst Commentary Following United Airlines Holdings' recent updates and industry shifts, analysts have weighed in with revised price targets and new perspectives on the company’s growth outlook.
ナラティブの更新 • Oct 04

Expanding International Demand And Premium Cabins Will Ensure Future Strength

Analysts have increased their price target for United Airlines Holdings to $115 from $111.60. They cite improving demand, better fare trends, and enhanced industry profitability outlooks as key drivers for the higher valuation.
ナラティブの更新 • Sep 18

Expanding International Demand And Premium Cabins Will Ensure Future Strength

Upward revisions to United Airlines’ long-term earnings forecasts, driven by industry consolidation and robust operational performance, have prompted analysts to raise the stock’s fair value target from $108.65 to $111.60. Analyst Commentary Bullish analysts raised long-term earnings estimates for United Airlines above consensus for 2026 and 2027, reflecting stronger-than-expected industry profitability among major carriers.
ナラティブの更新 • Sep 03

Expanding International Demand And Premium Cabins Will Ensure Future Strength

Given marginal movements in both the Future P/E ratio and Discount Rate, the consensus analyst price target for United Airlines Holdings saw a negligible increase from $107.55 to $108.65. What's in the News United Airlines experienced a system-wide technology issue caused by its Unimatic system, temporarily pausing departures; the issue was resolved and flights resumed, though residual delays were expected (WSJ).
Seeking Alpha • Mar 31

United Airlines: Irrational Turbulence

Summary United Airlines Holdings, Inc. has dropped significantly to $65 in a sudden shift in the stock price. Passenger demand faces short-term turbulence, including reduced government travel and macroeconomic issues, but these impacts are not materially significant to United's overall revenue. Delta Air Lines foresees robust future cash flows, with Delta projecting $10 billion in annual operating cash flow over the next 3-5 years. UAL stock is cheap now at only 5x 2025 EPS targets, with the potential for United Airlines to rebound to $150 if travel demand recovers. Read the full article on Seeking Alpha
Seeking Alpha • Feb 23

United Airlines Faces A Tough Future

Summary United Airlines has seen significant post-COVID financial improvement, outperforming many market indices and becoming one of the best-performing airline stocks globally. UAL's strategic focus on international markets and retaining aircraft and pilots during covid has driven its rapid growth. Despite impressive international growth, UAL faces challenges in the domestic market, high labor costs, and an aging fleet requiring substantial future capex. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13

United Airlines: A Strong Buy Ahead Of Q4 Earnings

Summary United Airlines is rated a Strong Buy due to its bullish chart patterns and strong technical indicators ahead of its Q4 earnings report. Despite being overbought, United's stock shows potential for further growth, supported by strong earnings and positive market conditions. Key metrics to watch include revenue per seat mile (RASM) and cost per seat mile (CASM), with a focus on margin trends. United's share buyback program and attractive valuation at 8.5X forward earnings further bolster confidence in continued stock appreciation. Read the full article on Seeking Alpha
Seeking Alpha • Jan 03

United Airlines: Why I Sold My Shares (Rating Downgrade)

Summary I initially rated United Airlines a Hold back in October, but after a 60% price surge and a P/E ratio of 10x, I decided to Sell. United's Q3'24 earnings showed strong profitability driven by lower aircraft fuel costs, but this tailwind is likely to fade in importance during FY'25. There is still upside to be captured if investors believe in FY'25 EPS estimate and the continuation of 10x P/E, but I'm cautious about it. I sold my United shares to lock in gains, as the airline industry is volatile and future upside is uncertain. Read the full article on Seeking Alpha
Seeking Alpha • Nov 30

United Airlines: Solid Results, Strong Outlook, Undervalued Stock

Summary United Airlines shares have surged 94% so far this year, driven by strong results and robust flight demand. In Q3, despite a 1.6% decline in revenue per available seat mile, United's revenue rose 2.5%, with net income hitting $1.4 billion. United's valuation is attractive, trading at a discount to peers, with higher margins and lower debt ratios, suggesting further upside potential. Risks include fuel price volatility, economic downturns, and labor relations, but stable fuel prices and strong fundamentals make United a buy. Read the full article on Seeking Alpha
Seeking Alpha • Nov 14

United Airlines: Revenue And Margin Expansion Will Bring The Company To New Highs

Summary For 3Q24, United Airlines generated $14.85 billion in revenues, representing a 2.48% year-on-year growth. Although EPS of $3.33 beat estimates, net income fell by 15.13% year-on-year. Expect the continued strength and demand in the airline industry to continue to serve as tailwinds for UAL. ACI expects passenger growth for 2024 will surge by 7% in North America. UAL is poised to expand its revenue through multiple initiatives such as expanding its international reach, increasing its fleet size, and enhancing other ancillary programs such as MileagePlus. Although the company is reluctant to give details, UAL's plan to expand margins will be highly accretive to its bottom line and free cash flow. Valuation analysis suggests a potential upside of more than 50% exists if UAL is able to successfully expand its fleet and expand its pre-tax net income margins. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:UAL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202873,6455,2602,80611,10815
12/31/202769,9154,5902,39510,40220
12/31/202667,0493,7441,78110,29320
3/31/202660,4653,6653,2079,520N/A
12/31/202559,0703,3532,5578,431N/A
9/30/202558,3693,2943,7109,369N/A
6/30/202557,9863,3114,0449,649N/A
3/31/202557,7373,6604,82510,307N/A
12/31/202457,0633,1493,8309,445N/A
9/30/202455,9942,7643056,311N/A
6/30/202455,6352,936-7455,693N/A
3/31/202454,8272,688-776,617N/A
12/31/202353,7172,618-2606,911N/A
9/30/202352,4912,8611,3358,979N/A
6/30/202350,8842,6661,7108,840N/A
3/31/202348,8181,9201,4727,732N/A
12/31/202244,9557371,2476,066N/A
9/30/202240,747-7521,8234,639N/A
6/30/202235,620-1,2211,3583,112N/A
3/31/202228,979-1,9841,0313,096N/A
12/31/202124,634-1,964-402,067N/A
9/30/202119,854-3,215-1,509159N/A
6/30/202114,593-5,529-1,978-944N/A
3/31/202110,597-6,722-3,961-3,749N/A
12/31/202015,355-7,069-5,860-4,133N/A
9/30/202022,831-4,531-3,597-775N/A
6/30/202031,722-1,666-1,8422,217N/A
3/31/202041,6491,0131795,057N/A
12/31/201943,2593,009N/A6,909N/A
9/30/201942,8622,829N/A6,857N/A
6/30/201942,4852,638N/A6,637N/A
3/31/201941,8602,269N/A6,370N/A
12/31/201841,3032,122N/A6,164N/A
9/30/201840,2632,240N/A5,763N/A
6/30/201839,1592,052N/A5,457N/A
3/31/201838,3902,190N/A4,575N/A
12/31/201737,7842,143N/A3,474N/A
9/30/201737,3851,962N/A3,343N/A
6/30/201737,3992,282N/A3,904N/A
3/31/201736,7872,049N/A4,890N/A
12/31/201636,5582,234N/A5,542N/A
9/30/201636,5402,689N/A5,999N/A
6/30/201636,9336,540N/A6,161N/A
3/31/201637,4517,145N/A5,366N/A
12/31/201537,8647,340N/A5,992N/A
9/30/201538,1416,545N/A4,779N/A

アナリストによる今後の成長予測

収入対貯蓄率: UALの予測収益成長率 (年間4.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: UALの収益 ( 4.1% ) US市場 ( 18.2% ) よりも低い成長が予測されています。

高成長収益: UALの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: UALの収益 ( 5% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: UALの収益 ( 5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: UALの 自己資本利益率 は、3年後には低くなると予測されています ( 17.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/12 21:13
終値2026/07/10 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

United Airlines Holdings, Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39

アナリスト機関
John StaszakArgus Research Company
Brandon OglenskiBarclays
David FintzenBarclays