United Airlines CFO: Q1 Results Tracking High End of Guidance on Strong Demand, Loyalty Gains at Barclays Conf.

8 months ago 45

MarketBeat

Wed, February 25, 2026 astatine 5:06 AM CST 8 min read

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United says first-quarter results are tracking to the high extremity of guidance arsenic "tremendous request strength," grounds operational metrics and rising nett promoter scores assistance gross and nonstop bookings via united.com and the app.
Demand and profitability are strongest successful premium cabins and planetary routes, with home main compartment show improving and firm and leisure question some contributing to broad-based strength.
Management targets double-digit pre-tax margins driven by marque loyalty, balance-sheet betterment and higher free-cash conversion, but near-term planetary maturation faces constraints from Boeing 787 transportation delays and grounded Pratt-powered 777s.
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United Airlines (NASDAQ:UAL) Chief Financial Officer Mike Leskinen told investors astatine the Barclays 43rd Annual Industrial Select Conference that first-quarter results were tracking toward the precocious extremity of the company’s net guidance range, citing beardown request and continued advancement connected operational reliability, lawsuit satisfaction, and marque loyalty initiatives.

Speaking successful a question-and-answer league led by Barclays expert Brandon Oglenski, Leskinen said the hose was seeing “tremendous request strength” and described a continued displacement successful user behaviour toward marque loyalty and merchandise segmentation. He added that United was seeing expanding penchant from customers booking straight done united.com and the United app.

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Leskinen said United’s year-to-date operational metrics were astatine grounds levels for the institution contempt disruptions from Winter Storm Fern. He cited “the fig 1 A0, the fig 1 D0, and the fig 1 A14” show United has ever had twelvemonth to date, alongside rising nett promoter scores (NPS).

He besides pointed to gross spot successful Chicago O’Hare, saying United had delivered “mid-single-digit RASM successful the archetypal 2 weeks of February successful O’Hare,” portion acknowledging capitalist concerns astir competitory “skirmishes” successful definite markets.

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When asked what was driving quarter-to-date outperformance, Leskinen emphasized request and lawsuit preference, saying United was benefiting from consumers progressively valuing the airline’s merchandise and acquisition and choosing to publication straight with the carrier.

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