Overview
- United Airlines announced a $387 million profit for Q1 2025, reversing a loss from the same period last year, with adjusted earnings beating analyst expectations.
- The carrier will reduce domestic capacity by 4% starting in July 2025 and retire 21 older aircraft to align with softer demand in the U.S. market.
- United provided two full-year earnings forecasts: $11.50–$13.50 per share in a stable economy and $7–$9 per share in a recessionary scenario.
- Strong international and premium travel demand continues to bolster revenue, with premium cabin bookings up 17% and international unit revenue rising over 5%.
- United's leadership emphasized the unpredictability of the macroeconomic environment, citing trade tensions and potential recession risks as key factors shaping its outlook.