United Airlines Holdings has raised the lower end of its 2026 earnings forecast, now expecting adjusted full-year earnings of $9 to $11 a share compared with its previous forecast of $7 to $11, as strong premium and international travel demand helps offset higher fuel costs. The airline reported adjusted second-quarter earnings of $1.99 a share, ahead of the $1.85 expected by analysts. However, its third-quarter outlook came in below market expectations, with adjusted earnings of $2.50 to $3.50 a share versus Wall Street's average estimate of $3.62, and management expects approximately $6 billion in additional fuel costs during 2026. United is also adjusting its cabin products, planning to replace the middle seat in selected Economy Plus rows on 50 Airbus A321XLR aircraft with a shared table, launching on domestic flights later in 2026 before expanding to international routes in early 2027.
United Airlines Holdings IncStrong premium and international travel demand drives raised 2026 earnings outlook.
Delta Air Lines Inc