News Brief: United Airlines Q3 2024
Summary
United Airlines reported higher-than-expected Q3 earnings but revenue fell short of estimates. The airline is forecasting strong Q4 adjusted earnings, driven by its loyalty program and premium cabin sales, despite a recent dip in unit revenue from passenger travel.
Key Points
- Q3 Performance: Adjusted EPS was $2.78 (vs. $2.62 expected). Revenue was $15.23B (vs. $15.33B expected).
- Q4 Forecast: Expects adjusted EPS of $3.00 to $3.50, above the $2.86 analyst estimate.
- Capacity & Unit Revenue: Increased flying capacity by 7% in Q3, but unit passenger revenue fell (domestic -3.3%, international -7.1%).
- Growth Drivers: Loyalty program revenue rose 9%; premium-cabin revenue increased 6%.
- CEO Outlook: Believes investments in network, technology, and lounges are winning loyal customers. Aims to double loyalty program EBITDA by 2030.
新闻简报：美联航2024年第三季度
总结
美联航第三季度盈利超出预期，但营收未达预估。尽管近期单位客运收入有所下降，该航空公司预测第四季度调整后盈利强劲，主要驱动力为其忠诚度计划和高端客舱销售。
关键点
- 第三季度表现： 调整后每股收益为2.78美元（预期为2.62美元）。营收为152.3亿美元（预期为153.3亿美元）。
- 第四季度预测： 预计调整后每股收益在3.00至3.50美元之间，高于分析师预估的2.86美元。
- 运力与单位收入： 第三季度运力增长7%，但单位客运收入下降（国内-3.3%，国际-7.1%）。
- 增长动力： 忠诚度计划收入增长9%；高端客舱收入增长6%。
- CEO展望： 相信在网络、技术和贵宾室方面的投资正在赢得忠实客户。目标是在2030年前将忠诚度计划的EBITDA翻倍。
Original Article Link: https://www.cnbc.com/2025/10/15/united-airlines-ual-3q-2025-earnings.html