United Airlines Holdings, Inc.

NasdaqGS:UAL 주식 리포트

시가총액: US$36.5b

United Airlines Holdings 향후 성장

Future 기준 점검 1/6

United Airlines Holdings (는) 각각 연간 4.3% 및 5.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.8% 로 예상됩니다.

핵심 정보

4.3%

이익 성장률

6.30%

EPS 성장률

Airlines 이익 성장15.5%
매출 성장률5.2%
향후 자기자본이익률17.82%
애널리스트 커버리지

Good

마지막 업데이트01 Jun 2026

최근 향후 성장 업데이트

분석 기사 • 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

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
분석 기사 • Jul 08

Is United Airlines Holdings (NASDAQ:UAL) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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
Seeking Alpha • Oct 21

United Airlines Stock Soars To 52-Week High On Bullish Future

Summary United Airlines' Q3 earnings report and guidance led to a new 52-week high, nearing pre-pandemic stock prices. Passenger revenue growth is slowing, but cargo revenues surged 25.2% due to Middle East freight challenges and Asia Pacific capacity expansion. Operating income dropped 10% due to higher non-fuel costs, but Q4 EPS guidance shows strong year-on-year growth, boosting investor confidence. A $1.5 billion share repurchase program and increased free cash flow projections signal strong future confidence, maintaining a buy rating. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NasdaqGS:UAL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202873,4704,8462,19410,76816
12/31/202769,6614,2782,35010,06721
12/31/202666,7593,2071,0479,78721
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
6/30/201538,3982,653N/A4,053N/A

애널리스트 향후 성장 전망

수입 대 저축률: UAL 의 연간 예상 수익 증가율(4.3%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: UAL 의 연간 수익(4.3%)이 US 시장(18.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: UAL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: UAL 의 수익(연간 5.2%)이 US 시장(연간 12.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: UAL 의 수익(연간 5.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: UAL의 자본 수익률은 3년 후 17.8%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/12 15:13
종가2026/06/12 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

United Airlines Holdings, Inc.는 39명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John StaszakArgus Research Company
Brandon OglenskiBarclays
David FintzenBarclays