Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
UAL
STRONG BUYFLAGUnited Airlines Holdings, Inc. · Industrials · United States · $38.4B · Avg Vol: $648M/d
United Airlines clears stage one with all legs above the floor and a buyback across two filing days retiring 2.40% of shares. Insiders sold 0.03% with no offsetting purchases, so there is net selling and stage two blocks approval, notwithstanding a 4.4% upward revision.
COMPANY DESCRIPTION
United Airlines Holdings, Inc. is a major American airline providing air transportation services for passengers and cargo worldwide through extensive domestic and international route networks. As one of the largest global airlines, it benefits from valuable airport slot allocations, extensive hub-and-spoke networks, and participation in the Star Alliance, which provides broad reach and customer loyalty. United is a legacy carrier with a significant global presence, continuously investing in fleet modernization and service.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 45.0B | 53.7B | 57.1B | 59.1B | 9.5% | 62.9B | 67.8B | 71.1B | 9.7% |
| EPS | 2.25 | 7.98 | 9.60 | 10.37 | 66.3% | 10.87 | 10.13 | 15.13 | 20.8% |
| Shares | 326.9M | 328.0M | 327.9M | 323.5M | -1.1% | 324.6M | — | — | — |
| Debt | 36.4B | 36.7B | 33.6B | 31.0B | -5.2% | 33.7B | — | — | — |
| Equity | 6.9B | 9.3B | 12.7B | 15.3B | 30.4% | — | — | — | — |
| Op CF | 6.1B | 6.9B | 9.4B | 8.4B | 11.6% | 8.9B | — | — | — |
| Inv CF | -13.8B | -6.1B | -2.7B | -6.3B | — | — | — | — | — |
| Fin CF | -3.3B | -1.9B | -4.2B | -4.9B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of UAL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| UAL | United Airlines Holdings, Inc.(you) | $38.4B | 89 | STRONG BUY |
| DAL | Delta Air Lines, Inc. | $55.9B | 85 | STRONG BUY |
| LUV | Southwest Airlines Co. | $22.1B | 59 | HOLD |
| AAL | American Airlines Group Inc. | $11.8B | 62 | HOLD |
| SKYW | SkyWest, Inc. | $4.1B | 76 | BUY |
| ALGT | Allegiant Travel Company | $2.6B | 64 | HOLD |
| ALK | Alaska Air Group, Inc. | $5.1B | 35 | HOLD |
| RJET | Republic Airways Holdings Inc. | $810M | 62 | HOLD |
| ROK.MX | Rockwell Automation, Inc. | $44.2B | 86 | STRONG BUY |
| JBHT | J.B. Hunt Transport Services, Inc. | $27.1B | 87 | STRONG BUY |
Peer medians: ROE 10.5% · P/E 30.7x · Gross margin 28.6%