NASDAQ$UAL

United Airlines Holdings Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

United Airlines achieved profitability and reported record TRASM.

United Airlines reported its second quarter 2022 financial results, achieving the highest second quarter revenue in its history and its first profitable quarter since COVID-19 began, despite record-high fuel prices. Total operating revenue was up 6% compared to the same quarter in 2019, and TRASM was up 24% compared to the same quarter in 2019.

  • Reported second quarter 2022 net income of $329 million, adjusted net income of $471 million.
  • Reported second quarter 2022 total operating revenue of $12.1 billion, up 6% compared to second quarter 2019.
  • Reported second quarter 2022 TRASM of up 24% compared to second quarter 2019.
  • Reported second quarter 2022 operating margin of 7.2%, adjusted operating margin of 8.2%.

Headline financials

Total Revenue

$12.1B

Previous: $5.47B+121.4%
EPS (adj)

$1.43

Previous: -$3.91+136.6%
CASM

17.94

No prior period
Load Factor

86.7%

Previous: 72.0%+20.4%
Passenger Yield

19.94

Previous: 15.31+30.2%
Passengers

37.9M

No prior period
ASMs

62.6B

No prior period
RPMs

54.3B

No prior period
Stage Length

1.4K

No prior period
Free Cash Flow

$329M

Previous: -$434M+175.8%
Net Income

$329M

Previous: -$434M+175.8%
Operating Income

$878M

Previous: -$270M+425.2%
Gross Profit

-$4.55B

Previous: -$1.85B-146.0%
Cash & Equivalents

$16.9B

Previous: $20.8B-19.0%
Total Assets

$70.4B

Previous: $71B-0.9%

Revenue & EPS history

United Airlines · Revenue · Quarterly

$12.1B

Q2 2022+121.4%vs Q2 2021
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

United Airlines · $12.1B total across 3 segments · Q2 2022

  • Passenger
    $10.8B+148.0%
  • Other Operating
    $709M+42.1%
  • Cargo
    $574M-5.3%

Forward guidance

The company expects to see sequential improvement in the third quarter. TRASM is expected to improve 24 to 26 percent in the third quarter over third quarter 2019.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-0.5%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+3.4%

Avg return

30 days after

48%

33 / 69 earnings

Positive

+18.8%

Q1 2024

Best reaction

-15.4%

Q2 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.7%-5.4%+3.0%
Q4 2025-1.2%-0.7%+4.1%
Q3 2025-5.8%-3.8%-8.7%
Q2 2025+1.8%+0.7%+7.5%
Q1 2025-0.0%-2.5%+16.3%
Q4 2024+0.5%-2.2%-4.6%
Q3 2024+13.4%+16.7%+43.5%
Q2 2024-1.4%+2.4%-10.6%
Q1 2024+18.8%+25.2%+33.5%
Q4 2023+4.3%+9.6%+13.5%
Q3 2023-8.3%-11.2%-0.6%
Q2 2023+3.2%+2.3%-10.4%
Q1 2023+9.2%+4.9%+13.6%
Q4 2022-5.4%-4.2%-5.2%
Q3 2022+8.3%+12.0%+19.8%
Q2 2022-9.7%-12.4%-9.6%
Q1 2022+10.7%+11.6%-5.2%
Q4 2021-6.0%-9.3%+4.0%
Q3 2021-2.6%-0.9%+0.6%
Q2 2021+10.7%+9.4%+1.1%
Q1 2021-10.0%-4.9%-0.1%
Q4 2020-4.8%-9.8%+7.3%
Q3 2020-2.9%+0.7%+10.6%
Q2 2020-2.0%+1.7%+5.3%
Q1 2020-14.7%-22.7%-10.2%
Q4 2019-7.1%-8.7%-10.9%
Q3 2019+3.1%+3.6%+6.4%
Q2 2019+3.8%+2.7%-10.6%
Q1 2019+5.6%+4.4%-2.3%
Q4 2018+8.1%-3.2%+8.6%
Q3 2018+8.8%+7.5%+13.1%
Q2 2018+9.3%+12.0%+13.3%
Q1 2018+4.9%+6.6%+3.2%
Q4 2017-10.2%+14.4%-7.5%
Q3 2017-11.5%-12.5%-13.8%
Q2 2017-6.9%-10.3%-18.9%
Q1 2017-1.9%+0.7%+10.3%
Q4 2016-0.4%+4.3%+2.4%
Q3 2016+0.9%+4.5%+23.1%
Q2 2016+1.2%-0.3%-0.2%
Q1 2016-9.1%
Q4 2015+3.5%
Q3 2015+9.4%
Q2 2015-1.0%
Q1 2015-0.8%
Q4 2014+5.6%
Q3 2014+1.1%
Q2 2014+1.7%
Q1 2014-14.4%
Q4 2013-6.2%
Q3 2013+0.7%
Q2 2013+3.7%
Q1 2013-0.8%
Q4 2012+2.0%
Q3 2012-5.2%
Q2 2012-6.6%
Q1 2012-3.5%
Q4 2011-2.8%
Q4 2008-2.8%
Q3 2011-4.6%
Q4 2010-4.6%
Q2 2011-4.6%
Q1 2010+4.8%
Q1 2011-3.8%
Q2 2010-15.4%
Q3 2009+0.3%
Q3 2010+0.3%
Q2 2009+2.8%
Q4 2009+2.8%

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