United Airlines CEO's Merger Bids Rejected by Delta and American

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Summary · why it matters

United Airlines CEO Scott Kirby's merger approaches to Delta Air Lines and American Airlines have been rejected. Delta CEO Ed Bastian conducted preliminary due diligence but both sides moved on, while American CEO Robert Isom publicly called the bid a non-starter and anti-competitive. United shares closed at $128.39 on August 3, up 6.5% on the week and 51.8% over the past year, as the carrier focuses on organic growth through Starlink, new A321XLR jets, and joint ventures with ANA and Lufthansa. United posted second-quarter 2026 adjusted earnings per share of $1.99 on $17.67 billion in revenue, a 16% year-over-year increase, and raised full-year adjusted EPS guidance to $9.00 to $11.00.

Impact on stocks 6

Industrials▲ · 4 stocks
United Airlines Holdings Inc
UAL
▲ PositiveCapitalrelevance

United raised full-year adjusted EPS guidance to $9.00-$11.00 and reported strong Q2 earnings, driving positive sentiment.

American Airlines Group
AAL
± MixedCompetitionrelevance

American CEO publicly rejected United's merger bid as non-starter and anti-competitive, but no direct impact on American's operations.

Delta Air Lines Inc
DAL
± MixedCompetitionrelevance

Delta conducted preliminary due diligence on United's merger approach but moved on; no direct impact on Delta's business.

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