NASDAQ$UAL

United Airlines Holdings Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Exceeded earnings per share expectations and saw revenue trends improve.

United Airlines reported strong financial and operational results for Q3 2024, exceeding EPS expectations. Revenue trends improved as unprofitable capacity exited the market, with domestic unit revenue positive year-over-year in August and September. The company also announced a $1.5 billion share repurchase program.

  • Pre-tax earnings of $1.3 billion, with a pre-tax margin of 8.7%.
  • Diluted earnings per share of $2.90; adjusted diluted earnings per share of $3.33.
  • Total operating revenue of $14.8 billion, up 2.5% compared to third-quarter 2023.
  • Board of Directors authorized a new share repurchase program for up to $1.5 billion.

Headline financials

Total Revenue

$14.8B

Previous: $14.5B+2.5%
EPS

$2.90

Previous: $3.65-20.5%
PRASM

16.63

Previous: 17.04-2.4%
CASM

16.28

Previous: 16.27+0.1%
Load Factor

85.3%

Previous: 86.4%-1.3%
Passenger Yield

19.5

Previous: 19.72-1.1%
Passengers

45.6M

Previous: 44.4M+2.7%
ASMs

81.5B

Previous: 78.3B+4.1%
RPMs

69.5B

Previous: 67.7B+2.7%
Stage Length

1.5K

Previous: 1.5K+0.3%
Capital Expenditures

-$1.41B

Previous: -$1.84B+23.5%
Free Cash Flow

$965M

Previous: $1.14B-15.1%
Net Income

$965M

Previous: $1.14B-15.1%
Operating Income

$1.57B

Previous: $1.74B-10.0%
Gross Profit

-$3.92B

Previous: -$4.19B+6.3%
Cash & Equivalents

$8.81B

Previous: $7.48B+17.8%
Total Assets

$72.6B

Previous: $73.2B-0.7%

Revenue & EPS history

United Airlines · Revenue · Quarterly

$14.8B

Q3 2024+2.5%vs Q3 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

The company did not provide specific forward guidance in this release.

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 Q3 2024

Historical avgQ3 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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