Overview

• United Airlines has introduced dual earnings forecasts for 2025, projecting $11.50–$13.50 per share in a stable economy and $7–$9 per share in a recessionary scenario.
• The airline plans to cut 4% of domestic flight capacity starting this summer, citing weaker domestic travel demand.
• United is retiring 21 older aircraft ahead of schedule to reduce costs and improve operational efficiency.
• Despite challenges in the domestic market, premium and international bookings have shown resilience, with premium cabin bookings up 17% and international reservations up 5%.
• The company reported a $387 million profit in Q1 2025, reversing a loss from the previous year, while acknowledging the economic unpredictability caused by trade tariffs and recession risks.