UAL $1.3B Pre-tax Profit Q3
10-16-2025 | 07:38 AM
#31
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Joined: Feb 2012
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From: 787
Most of their bases, not with anyone. But they are in pretty fierce competition with everyone in LAX, and with AS in Seattle. I guess AA and B6 if you count JFK/LGA.
I guess I'm curious to see what their "secret sauce" is because they consistently have much, much higher margins than us.
I guess I'm curious to see what their "secret sauce" is because they consistently have much, much higher margins than us.
The secret sauce is called ATL. There passenger emplanment is something crazy like $5 and they own it with 1000 movements a day and it’s perfectly located to capture leisure travel to some of the biggest markets in the country.
if United EVER beats DL on a yearly profit then DL is having problems.
there is a lot of Apples to Apples we can compare between DL/UA and when you compare those United is leading in a lot of regards but profit will always be apples to oranges because of ATL.
10-16-2025 | 07:51 AM
#33
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Joined: May 2017
Posts: 864
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From: Guppy
Anyone have any idea what our pilot numbers look like this year vis-a-vis a year ago? I feel like we haven't had a whole lot of growth but 4.2% of 18000 pilots is less than 90, and I suspect we've grown more than that with PS-eligible pilots.
10-16-2025 | 09:11 AM
#34
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Joined: Dec 2011
Posts: 2,039
Likes: 252
From: A320 FO
That’s a bit simplistic. If the company’s performance gets you the option of WBCA 5 years earlier or later, that could have a massive impact on your career earnings. Ditto that if growth or reductions affects your ability to hold more efficient schedules, more days off, puts us in a position to negotiate bigger contract gains- prevents or results in furloughs & downgrades, etc. Some guys really geek out on the 10-K stuff- which, at the end of the day, yeah, is just reading tea leaves since we don’t control it. But we absolutely benefit directly & indirectly when the company is well run.
Fortunately there is plenty of profit here. Is beating Delta the goal or having twice as many widebody positions available? Which is more beneficial to the average pilot?
10-16-2025 | 09:25 AM
#35
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Joined: Aug 2024
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Most of their bases, not with anyone. But they are in pretty fierce competition with everyone in LAX, and with AS in Seattle. I guess AA and B6 if you count JFK/LGA.
I guess I'm curious to see what their "secret sauce" is because they consistently have much, much higher margins than us.
I guess I'm curious to see what their "secret sauce" is because they consistently have much, much higher margins than us.
Last edited by Uninteresting; 10-16-2025 at 09:38 AM.
10-16-2025 | 10:18 AM
#36
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10-16-2025 | 10:53 AM
#38
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Joined: Nov 2017
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He's an annoying kool-aid chugger who has no identity outside of his employer, but he's also not wrong.
The gonkulator tells me that Delta’s pre-tax profit is ~59 % higher in cumulative absolute terms for YTD 2025. They're obviously doing something that we aren't, and simply buying a ton of airplanes isn't addressing that.
The gonkulator tells me that Delta’s pre-tax profit is ~59 % higher in cumulative absolute terms for YTD 2025. They're obviously doing something that we aren't, and simply buying a ton of airplanes isn't addressing that.
10-16-2025 | 11:05 AM
#39
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Joined: Mar 2018
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Likes: 207
well if you count LAX as a battle for DL then you have to count it for United too….
The secret sauce is called ATL. There passenger emplanment is something crazy like $5 and they own it with 1000 movements a day and it’s perfectly located to capture leisure travel to some of the biggest markets in the country.
if United EVER beats DL on a yearly profit then DL is having problems.
there is a lot of Apples to Apples we can compare between DL/UA and when you compare those United is leading in a lot of regards but profit will always be apples to oranges because of ATL.
The secret sauce is called ATL. There passenger emplanment is something crazy like $5 and they own it with 1000 movements a day and it’s perfectly located to capture leisure travel to some of the biggest markets in the country.
if United EVER beats DL on a yearly profit then DL is having problems.
there is a lot of Apples to Apples we can compare between DL/UA and when you compare those United is leading in a lot of regards but profit will always be apples to oranges because of ATL.
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