NASDAQ$UAL

United Airlines Holdings Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Achieved record-setting financial performance with highest quarterly adjusted EPS and second-quarter adjusted pre-tax margin in company history.

United Airlines reported strong second-quarter 2023 financial results, achieving record-setting financial performance. The company reported earnings per share of $3.24 and pre-tax margin of 9.8%. On an adjusted basis, earnings per share was $5.03 and pre-tax margin was 15.3%.

  • Achieved highest quarterly adjusted EPS and second-quarter adjusted pre-tax margin in company history.
  • Expects full-year 2023 adjusted EPS to now be $11-$12.
  • Strengthened balance sheet -- ahead of pace to reach FY23 leverage target.
  • Record-setting 2Q performance is clear evidence of 'United Next' success.

Headline financials

Total Revenue

$14.2B

Previous: $12.1B+17.1%
EPS (adj)

$5.03

Previous: $1.43+251.7%
PRASM

17.68

No prior period
CASM

17.22

Previous: 17.94-4.0%
Load Factor

86.4%

Previous: 86.7%-0.3%
Passenger Yield

20.46

Previous: 19.94+2.6%
ASMs

73.5B

Previous: 62.6B+17.5%
RPMs

63.5B

Previous: 54.3B+17.0%
Stage Length

1.5K

Previous: 1.4K+4.5%
Free Cash Flow

$1.08B

Previous: $329M+226.7%
Net Income

$1.08B

Previous: $329M+226.7%
Operating Income

$1.52B

Previous: $878M+72.8%
Gross Profit

-$3.63B

Previous: -$4.55B+20.1%
Cash & Equivalents

$9.61B

Previous: $16.9B-43.1%
Total Assets

$73.3B

Previous: $70.4B+4.2%

Revenue & EPS history

United Airlines · Revenue · Quarterly

$14.2B

Q2 2023+17.1%vs Q2 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

United Airlines · $14.2B total across 3 segments · Q2 2023

  • Passenger
    $13B+20.1%
  • Other Operating
    $814M+14.8%
  • Cargo
    $362M-36.9%

Forward guidance

The momentum from the second quarter is expected to power the company to full year 2023 adjusted earnings per share of $11 to $12, up versus previous guidance of $10 to $12.

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 2023

Historical avgQ2 2023

-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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