United Airlines' second quarter revenue rose 16% to $17.7B, beating estimates and leading to a raised full-year outlook.

United Airlines reported second quarter 2026 revenue of $17.7 billion, up 16.0% year-over-year, and diluted EPS of $2.46. The company's adjusted EPS of $1.99 surpassed analyst expectations of $1.84, prompting an increase in its full-year profit guidance.

Key Highlights

• The company raised its full-year 2026 adjusted diluted EPS guidance to a range of $9.00 to $11.00, signaling confidence despite facing an anticipated $6 billion increase in annual fuel costs.
• Strong pricing power was evident as yields grew 12.1% and total revenue per available seat mile (TRASM) increased 12.1% compared to the prior year.
• Robust demand was broad-based, with premium revenue up 16% year-over-year, cargo revenue up 23%, and contracted business revenue growing 27%.