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Old 01-20-2026 | 01:01 PM
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Originally Posted by 744ButtonPusher
and yet watch the PS % be at or below last year.
We get profit sharing. Not revenue sharing.

Yields down like 1.5% which is honestly great considering how unstable the year was.

Numbers tell the story. Original EPS guide for the year was $11.50-$13.50/share and we did $10.62 versus $10.61 a year ago. We also have 7.5M less shares (2%) so realistically the administration did its damage but other airlines did worse luckily.
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Old 01-20-2026 | 01:04 PM
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Originally Posted by Schwanker
When do you expect United to TA a deal with flight attendants? Heard recently this is expected to cost approximately 1B/yr plus back pay.
That's a "special item". Pretty sure that's excluded from profit sharing? However once the new deal comes in, it should affect the future profits.
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Old 01-20-2026 | 01:07 PM
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Originally Posted by Mando314
the administration did its damage but other airlines did worse luckily.
Someone will take this thread-drift bait for sure. Goodbye original thread topic!
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Old 01-20-2026 | 01:22 PM
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These are stellar results. The market is absorbing United’s rapid growth. Most probably taking market share away for competitors.
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Old 01-20-2026 | 01:30 PM
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Originally Posted by FlyPanAm
These are stellar results. The market is absorbing United’s rapid growth. Most probably taking market share away for competitors.
Delta v United

63.4B v 59.1B Revenue
6.2B v 4.3B Earnings
9.8% v 7.3% Margin
4.6B v 2.7B Free Cash

All on far less ASMs. Maybe next year!

”We are number 1” - SK or something
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Old 01-20-2026 | 01:33 PM
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What's your estimate then

Originally Posted by GPullR
it is, way less.
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Old 01-20-2026 | 01:42 PM
  #17  
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Originally Posted by Swakid8
PS will be slightly smaller, because pre-tax earnings were very similar to last year…
I think it will be even lower. Adjusted pretax profit last year was around 5.5B.
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Old 01-20-2026 | 01:47 PM
  #18  
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Originally Posted by TOCTOD
Delta v United

63.4B v 59.1B Revenue
6.2B v 4.3B Earnings
9.8% v 7.3% Margin
4.6B v 2.7B Free Cash

All on far less ASMs. Maybe next year!

”We are number 1” - SK or something
Ok, so take out the 5.07 billion of revenue out from the delta number for the refinery and then tell me how we match up.
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Old 01-20-2026 | 01:47 PM
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Originally Posted by EAFF95
Ok, so take out the 5.07 billion of revenue out from the delta number for the refinery and then tell me how we match up.
You make it sound like some sort of disadvantage to be diversified?
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Old 01-20-2026 | 01:49 PM
  #20  
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Originally Posted by TOCTOD
You make it sound like some sort of disadvantage to be diversified?
I'm just saying when you make it an apples to apples comparison United made more revenue with the airline operation than Delta did.
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