United Airlines reported strong Q4 2025 results, achieving the highest quarterly revenue in its history at $15.397 billion and adjusted EPS of $3.10, both significantly beating consensus estimates. The company also issued robust full-year 2026 adjusted EPS guidance of $12 to $14 per share.
- Full-year 2025 adjusted EPS reached $10.62, positioning United to be the only major U.S. airline expected to grow adjusted earnings per share in 2025.
- The company plans significant fleet expansion, including the delivery of over 100 narrowbody aircraft and approximately 20 Boeing 787s.
- Shares reacted positively to the announcement, climbing 4.28% in after-hours trading to $113.32.