United Airlines reports 2Q earnings for 2025

United Airlines is the second of the major U.S. carriers to report results.

United Airlines reports second quarter earnings for 2025

United Airlines announced its second-quarter earnings for 2025, which exceeded estimates despite a decrease in net income. Revenue reached $15.24 billion, slightly below analysts' expectations of $15.35 billion. Net income fell 26% to $973 million, or $2.97 per share, although adjusted earnings stood at $3.87 per share, beating the forecast of $3.81. CEO Scott Kirby expressed confidence as travel demand rebounds, emphasizing that the economic climate is more stable compared to earlier this year. However, unit revenue dropped 4%, with domestic passenger revenue decreasing by 7%. Looking ahead, United North expects adjusted earnings of between $9 and $11 per share for the full year, with revenues impacted by operational constraints at Newark Liberty International Airport and an overall decrease in pricing power.

The latest earnings report from United Airlines highlights both the challenges and opportunities within the airline industry as travel begins to recover. While United reported a drop in net income, the rise in premium revenue signals a shift towards travelers opting for more comfortable travel options. However, the decrease in unit revenue indicates intent to cut costs ahead of an uncertain economy. As competitors like Delta adjust their strategies, United faces pressures not just from financial concerns but also operational setbacks that could affect profitability in the coming quarters.

Highlights

As the industry navigates post-pandemic recovery, airlines must adapt to evolving traveler preferences.