United Airlines Posts Profit Beat but Faces Fuel Cost Headwind
United Airlines posted Q2 2026 adjusted diluted EPS of $1.99, beating consensus, as operating revenue rose 16% to $17.7B and TRASM increased 12.1% with yields up 12%. CASM climbed 15.2%, so fuel costs that jumped about $2.3B were only partly offset by pricing. Management expects to recover roughly 80–90% in Q3 and all by Q4, with nearly $6B extra full-year fuel expense; accumulated cash will go toward debt reduction and aircraft deliveries.