Scott Kirby approached both Delta and American about blockbuster mergers, and both turned him down. Now the question is whether United's real competitive weapon was never a deal at all.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
United Airlines' failed approaches to Delta and American appear to make little sense. Investors should trust the CEO anyway.
The Metropolitan Washington Airports Authority, United Airlines, and the U.S. Department of Transportation have launched a more than US$20.00 billion, decade-long transformation of Washington Dulles International Airport, adding over 5.00 million square feet of new or renovated space, modern concourses, enhanced transit links, and expanded customs and lounge facilities. This large-scale partnership is set to reshape United’s Dulles hub into a more efficient, premium-oriented gateway, which...
United Airlines Holdings (NasdaqGS:UAL) is partnering with the Metropolitan Washington Airports Authority and the U.S. Department of Transportation on a more than US$20b transformation of Washington Dulles International Airport. The project focuses on long term modernization, including new terminals and concourses, expanded gate capacity, upgraded security and baggage systems, and refreshed United Club and Polaris lounge spaces. This collaboration positions United as a core partner in...
Delta Air Lines stock has delivered a strong 124.7% return over the past 5 years, yet today's mixed valuation checks leave investors weighing how much upside is already reflected in the current US$87.44 share price. Over 5 years, a 124.7% total return suggests the market has already reassessed Delta Air Lines more positively and may now be more sensitive to changes in expectations. Recent headlines about United Airlines having explored a merger with Delta Air Lines highlight how...
Archer burns cash to scale electric aircraft while Boeing stabilizes production and returns to profit, but their valuations tell starkly different stories.
United Airlines has significantly outperformed the broader market over the past year, and Wall Street remains highly bullish on the stock's long-term prospects.
One company is still proving its technology works, while the other is already posting record results and growing production.
American Airlines' corporate recovery, premium growth and network gains are improving revenue quality, but fuel, labor and debt pressures cloud the outlook.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
Most of the disposition was non-discretionary, tied to tax withholding on vested restricted stock units. The executive retains 222,955 shares worth roughly $27.6 million.
Archer Aviation has gone from retail darling to distressed asset trading near multi-year lows, and a short list of corporate giants already has the motive, money, and strategic logic to make a move before someone else does.
One stock is richly valued as the market assumes long-term growth driven by end demand from one of the same airlines that is lowly valued.
Archer trades at a 1,770x premium valuation despite near-zero revenue, while Redwire generates $335M in annual sales but faces shareholder dilution risks.
Both companies are pre-revenue or early-revenue stage with massive losses, but their paths to commercialization, and risk profiles, diverge sharply.
Both companies are burning cash heavily, but their paths to profitability, and risk profiles, diverge sharply.
JetBlue just handed investors a reason to rethink the entire airline sector, but the same earnings report that sent shares soaring also revealed a widening loss that bulls are choosing to ignore.
United Airlines' revenue momentum, improving estimates and liquidity support the case, but margin pressure and execution risks keep the outlook mixed.
United Airlines Holdings (NasdaqGS:UAL) has introduced a new Economy Plus seating concept for its upcoming Airbus A321XLR fleet. The configuration includes extra elbow room and a shared table aimed at improving comfort on long international routes. United plans to be the first U.S. carrier to offer this specific Economy Plus option on the A321XLR. United Airlines is highlighting product design as a point of difference as long haul narrowbody aircraft like the Airbus A321XLR move closer to...
United Airlines Holdings (UAL) tightened its 2026 earnings guidance after a recent rise in oil prices, now projecting full year earnings per share of $9 to $11 and outlining new third quarter expectations. See our latest analysis for United Airlines Holdings. United Airlines Holdings shares have been volatile in recent months, with a 1 day share price return of 1.94% and a 90 day share price return of 33.36%. The 1 year total shareholder return of 30.44% and 5 year total shareholder return of...
A number of stocks jumped in the morning session after a sudden de-escalation in Middle East tensions sent global oil prices tumbling. The primary macroeconomic catalyst driving today’s massive rally is a reported pause in U.S.-Iran military hostilities. With reports emerging that both Washington and Tehran are agreeing to halt attacks, fears of an escalating regional conflict are rapidly easing. This geopolitical relief valve is triggering an immediate and aggressive selloff in the energy marke
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...

United Airlines (UAL) is reportedly exploring a merger with Delta (DAL). Yahoo Finance Senior Business Reporter Ines Ferré, Yahoo Finance Senior Reporter Brooke DiPalma, and Argent Capital Management portfolio manager Jed Ellerbroek share their thoughts in the video above.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.56%. September E-mini S&P futures (ESU26 ) are up +0.65%, and September E-mini Nasdaq futures...
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Airline stocks were taking off again early Monday after a turbulent start to the second half of the year. United Airlines approached its rival Delta Air Lines for talks about a megamerger last year, The Wall Street Journal reported Sunday. It’s juicy corporate gossip and a fun “what if” scenario for investors but airline stocks were moving for a different reason early Monday—tumbling oil prices.