NASDAQ$UAL

United Airlines Holdings Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Announced second-quarter earnings, achieving EPS expectations and demonstrating industry leadership in pre-tax margin.

United Airlines reported a strong second quarter in 2024, achieving pre-tax earnings of $1.7 billion and diluted earnings per share of $3.96. The company's revenue diversity advantages, including premium revenue and Basic Economy revenue, drove near-top-of-industry margins. United is strategically managing costs and capacity, expecting further improvements as industry-wide oversupply eases.

  • Achieved pre-tax earnings of $1.7 billion with an 11.6% pre-tax margin.
  • Diluted earnings per share reached $3.96, aligning with initial guidance.
  • Premium revenue grew by 8.5%, and Basic Economy revenue increased by 38% year-over-year.
  • Strategic cost management led to a 4.8% decrease in CASM.

Headline financials

Total Revenue

$15B

Previous: $14.2B+5.7%
EPS

$3.96

Previous: $5.03-21.3%
PRASM

17.17

Previous: 17.68-2.9%
CASM

16.39

Previous: 17.22-4.8%
Load Factor

84.2%

Previous: 86.4%-2.5%
Passenger Yield

20.4

Previous: 20.46-0.3%
Passengers

44.4M

No prior period
ASMs

79.7B

Previous: 73.5B+8.3%
RPMs

67.1B

Previous: 63.5B+5.5%
Stage Length

1.5K

Previous: 1.5K+1.3%
Capital Expenditures

-$1.16B

No prior period
Free Cash Flow

$1.32B

Previous: $1.08B+23.1%
Net Income

$1.32B

Previous: $1.08B+23.1%
Operating Income

$1.93B

Previous: $1.52B+27.2%
Gross Profit

-$4.04B

Previous: -$3.63B-11.1%
Cash & Equivalents

$10.9B

Previous: $9.61B+13.1%
Total Assets

$73.3B

Previous: $73.3B-0.1%

Revenue & EPS history

United Airlines · Revenue · Quarterly

$15B

Q2 2024+5.7%vs Q2 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

United Airlines · $14.5B total across 3 segments · Q3 2023

  • Passenger
    $13.3B
  • Other Operating
    $802M
  • Cargo
    $333M-33.1%

Forward guidance

United expects leading unit revenue performance among its largest peers in the second half of the third quarter. The airline anticipates domestic capacity reductions and is positioned to benefit from its revenue diversity advantages.

Tailwinds

  • Expect best unit revenue performance among large peers in Q3.
  • See mid-August as inflection point when industry-wide oversupply eases.
  • Premium revenue growth continues to accelerate.
  • Basic Economy revenue growth remains strong.
  • Domestic road warrior market share is increasing.

Headwinds

  • Industry-wide oversupply in the domestic market persists.
  • Airlines have begun to cancel loss-making capacity.
  • Cost management remains a focus amid industry challenges.
  • Capacity adjustments are being made to address current trends.
  • The business outlook is subject to risks and uncertainties.

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 2024

Historical avgQ2 2024

-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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