UAL is trading at $90.64 (-6.68%) as a sharp cut to 2026 earnings guidance overshadows a Q1 earnings beat.

  • Management lowered its 2026 EPS outlook to $7–$11 from the previous $12–$14 range, citing $340M in additional Q1 expenses from surging jet fuel prices.
  • The cautious guidance triggered selling pressure despite Q1 revenue of $14.6B and EPS of $1.19 both exceeding analyst estimates.
  • The stock continues to face headwinds in today's session, underperforming the broader market rally fueled by ceasefire news.