United Airlines detailed plans to offset a $4.6 billion fuel cost increase at the JPMorgan Industrials Conference. The company will adjust flight capacity to manage rising expenses. Management targets an 8.5-point increase in revenue per available seat mile (RASM). The ongoing government shutdown caused an estimated $250 million loss.

United recorded its 10 largest booking weeks in history during the first quarter of 2026. March RASM is projected to grow by 14%. The airline aims to achieve low double-digit profit margins. United expects to secure an investment-grade credit rating by the end of the year.