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联合航空下调2026年利润预期,燃油成本上升但旅客仍在订票

United Airlines slashes 2026 profit outlook on fuel prices, but travelers keep booking despite higher fares

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联合航空下调2026年调整后每股收益预期,预计全年最高不超过7.22美元,低于7月给出的9至11美元区间。公司预计第四季度燃油均价为每加仑4.80美元,高于第三季度的3.90美元;第三季度调整后每股收益为2.54美元,营收为178.8亿美元。联合航空称旅客人数同比增长超过2%,国内和国际客运单位收入分别同比增长14.5%和17.4%。

推荐理由

联合航空下调全年盈利预期,同时第三季度营收和净利润同比增长,燃油成本与票价变化为判断航空公司利润走势提供了对照。

正文 · 原文

A United Airlines Boeing 787 takes off from Heathrow Airport in London, March 31, 2026.

Peter Nicholls | Getty Images

United Airlines is slashing its profit forecast for the year as fuel costs continue to bite, but the carrier said passengers keep booking.

United said Tuesday that it expects to earn between 50 cents and $1.50 a share on an adjusted basis in the fourth quarter, well below the $1.76 a share Wall Street analysts expected. At the high end of that range, it would bring United's 2026 adjusted earnings to no more than $7.22 per share. In mid-July, United said it was expecting full-year earnings of $9 to $11 a share.

The carrier expects to pay an average of $4.80 a gallon for fuel in the fourth quarter, up from an average price of $3.90 a gallon in the third.

A surge in fuel prices this year has added billions of dollars to airlines' costs, eating into profits, despite strong demand, and driving up airfares.

Here is what United Airlines reported for the quarter that ended Sept. 30 compared with what Wall Street was expecting, based on estimates compiled by LSEG:

  • Earnings per share: $2.54 adjusted vs. $2.57 expected
  • Revenue: $17.88 billion vs. $17.9 billion expected

United's third-quarter net income rose 8.5% from a year earlier to $1.03 billion, or $3.14 a share. During the same period last year its net income totaled $949 million, or $2.90 a share.

Revenue for the three months ended Sept. 30 rose 17.4% from a year earlier to $17.88 billion, compared with $15.23 billion the year before.

Domestic passenger unit revenue rose 14.5% from a year earlier, while international unit revenue was up 17.4%, a sign of higher fares. Passengers continue to book, United said, with passenger counts up more than 2% from last year.

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来源:CNBC · cnbc.com