United Continental Holdings, Inc
 (UAL)

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  • Jun. 1, 2015, 3:56 PM
    • Southwest Airlines (LUV +2.3%) CEO Gary Kelly brought some cheer to the airline sector when he told Bloomberg TV it will increase capacity this year at a 7% rate - instead of the 8% pace tipped off last month.
    • "We’re going to make sure we manage accordingly to the low end of the range. That should address some of the concerns of our investors,” said Kelly.
    • Alaska Air Group (ALK +2.2%), American Airlines Group (AAL +4.3%), Delta Air Lines (DAL +3.4%), and United Continental (UAL +3.2%) all reacted positively to the cautious stance from Southwest.
    | Jun. 1, 2015, 3:56 PM | 23 Comments
  • May 30, 2015, 10:43 AM
    • The airline sector has been rattled this month by an indication from Southwest Airlines of a slight increase in capacity and some RevPAR tallies below expectations.
    • Concerns on pricing and capacity have held back some analysts from setting higher price targets on the group for the next year.
    • Over the last year, most airline stocks have showed a high degree of correlation with oil prices despite all the other factors that impact profits in the sector.
    • Southwest Airlines (NYSE:LUV), United Continental (NYSE:UAL), Alaska Airlines Group (NYSE:ALK), and Allegiant Travel (NASDAQ:ALGT) all had a correlation coefficient of -0.90 or lower between their daily closing share price and the level of oil. A mark of -1.0 indicates perfect negative correlation - while 0.0 indicates no correlation and +1.0 is perfect positive correlation.
    • American Airlines Group (NASDAQ:AAL), Delta Air Lines (NYSE:DAL), JetBlue (NASDAQ:JBLU), Republic Airways (NASDAQ:RJET), and Hawaiian Airlines (NASDAQ:HA) were all at -0.80 or lower.
    • Over a shorter period due to its IPO launch, the correlation coefficient on Virgin America (NASDAQ:VA) vs. oil came in at -0.733.
    • The U.S. carriers marching with the most independence from oil prices were Spirit Airlines (NASDAQ:SAVE) at -0.622 and SkyWest (NASDAQ:SKYW) at -0.701.
    • Pricing data and correlation coefficients
    | May 30, 2015, 10:43 AM | 16 Comments
  • May 27, 2015, 12:06 PM
    • Airline stocks trade higher to help take some of the sting off recent declines generated in the sector.
    • Some analysts see the strong free cash flow trends in the industry offsetting concerns over pricing and capacity.
    • Hawaiian Holdings (HA +6.7%), United Continental (UAL +3.2%), Spirit Airline (SAVE +2.1%) and JetBlue (JBLU +2.6%) are making the sharpest moves on the day.
    • Previously: Airline sector in midst of worst streak in seven months (May 26)
    • Related ETFs; JETS.
    | May 27, 2015, 12:06 PM | 2 Comments
  • May 26, 2015, 9:57 PM
    • Airline stocks stretched their losing streak to six sessions today, the longest such stretch since last October and the worst cumulative showing (-8.8%) since shedding 10.9%, also in October.
    • Analysts cite pressure from concerns over capacity growth and the resulting lack of pricing power, as well as a May spike in west coast jet fuel prices due to several unscheduled refinery outages; "jet fuel assumptions at airlines may have to be raised due to the high cost of refining jet fuel on the west coast," Cowen's Helane Becker says.
    • Even as he remains somewhat bullish on the stocks, UBS analyst Darryl Genovesi today cut his earnings estimates this year and next for American (NASDAQ:AAL), Delta (NYSE:DAL) and Alaska Air (NYSE:ALK), and lowered his estimate for Southwest (NYSE:LUV) earnings this year and United (NYSE:UAL) in 2016.
    • Among some of the more active airline stocks, DAL has fallen 11%, JetBlue (NASDAQ:JBLU) has shed 8.7%, AAL has plunged 15%, and LUV has sunk 14% over the past six sessions.
    • ETFs: IYT, JETS
    | May 26, 2015, 9:57 PM | 23 Comments
  • May 22, 2015, 9:02 AM
    | May 22, 2015, 9:02 AM | 14 Comments
  • May 20, 2015, 5:52 PM
    • Aggressive positioning by airlines this week has led to some sharp share prices declines.
    • American Airlines indicated it would match lower fares from peers, while Southwest Airlines added capacity on some key routes.
    • Lower oil prices and stronger demand in the business segment has sparked some of the capacity growth.
    • Airline stocks: LUV, AAL, DAL, JBLU, SAVE, ALK, HA, VA, RJET, UAL.
    • Related ETF: JETS.
    | May 20, 2015, 5:52 PM | 30 Comments
  • May 20, 2015, 10:42 AM
    • Airline stocks are making a strong move lower after oil prices react to supply data out of the U.S. and Japan along with renewed tension in Yemen.
    • Some sector analysts have noted the swings in airline share prices (up/down) are outsized compared to the impact on jet fuel prices of daily developments in the crude oil market.
    • Platts has a breakdown of how supply and demand forces in the jet fuel market bring other factors into play.
    • Leading airline decliners: Southwest Airlines (LUV -6.8%), American Airlines Group (AAL -6.1%), JetBlue (JBLU -6.3%), United Continental (UAL -6%), Spirit Airline (SAVE -5.3%), Delta Air Lines (DAL -4.9%), Alaska Air Group (ALK -3.9%), Hawaiian Holdings (HA -4.6%), Republic Airways (RJET -3.5%), Allegiant Travel (ALGT -3.8%).
    • Related ETFs: JETS.
    | May 20, 2015, 10:42 AM | 60 Comments
  • May 18, 2015, 5:24 AM
    | May 18, 2015, 5:24 AM | 20 Comments
  • May 14, 2015, 9:30 AM
    • United Continental (NYSE:UAL) has announced plans to lease up to 25 used aircraft from AerCap (NYSE:AER) to reduce its dependence on smaller, 50-seat jets.
    • UAL expects delivery of 11 used A319s over the next two years, with the right to add up to 14 more of the single-aisle planes over the next five years.
    | May 14, 2015, 9:30 AM
  • May 6, 2015, 7:21 AM
    | May 6, 2015, 7:21 AM | 2 Comments
  • Apr. 27, 2015, 11:08 AM
    • Etihad, Emirates, and Qatar Airways are seen as bigger threats to U.S. carriers with international routes after increasing capacity rapidly over the last few years.
    • The aggressive growth of the Middle East airlines has prompted American Air Lines Group (AAL -0.8%), Delta Air Lines (DAL), and United Continental (UAL -1%) to make allegations of unfair competition due to the large subsidies the group takes in.
    • Middle East carriers have increased their presence with some of the highest-profit routes in the world.
    • Chinese airlines (ZNH, CEA, OTCPK:AIRYY) are also catching up to U.S. airlines, due largely to growth in the domestic market. OAG estimates China will pass the U.S. in seat capacity by 2033.
    | Apr. 27, 2015, 11:08 AM | 12 Comments
  • Apr. 25, 2015, 5:53 PM
    | Apr. 25, 2015, 5:53 PM | 17 Comments
  • Apr. 24, 2015, 11:10 AM
    • The airline stocks sector is active today as oil prices retreat and the first batch of Q1 earnings reports come in promising.
    • Fuel costs at American Airlines (AAL +2.7%) fell 42% during Q1, while the expense was down 34% at Hawaiian Holdings (HA +11.4%).
    • Efficiency metrics in the sector have also impressed for the most part if F/X swings are backed out.
    • United Continental (UAL +3.1%), Alaska Air Group (ALK +2.8%), Delta Air Lines (DAL +1.9%), and Virgin America (VA +2.2%) are all showing strength.
    | Apr. 24, 2015, 11:10 AM | 3 Comments
  • Apr. 23, 2015, 11:58 AM
    • United Airlines (UAL -1.1%) says it has swapped 10 orders of Boeing (BA -0.5%) 787 Dreamliners for 10 larger 777-300ER jets, following months of speculation that the airline would make the swap which allows it to move aircraft on to different routes to better fit customer demand.
    • For Boeing, the deal signals steady demand for its wide-body 777 aircraft before it switches to production of the new 777X model later this decade; the company said yesterday that its 777 production line is sold out for 2016 and half sold out in 2017, with sales extending into 2018.
    • Boeing also says it is in final negotiations on the lease of 10-20 used narrow-body aircraft for delivery over the next few years, and says it plans to retire 130 of its 200-plus 50-seat planes by the end of 2015 as part of its fleet reorganization.
    | Apr. 23, 2015, 11:58 AM | 4 Comments
  • Apr. 23, 2015, 7:43 AM
    • United Continental (NYSE:UAL) reports passenger revenue per available seat mile rose 0.4% in Q1 as booked revenue outpaced capacity increases.
    • The company saw its strongest revenue growth in Latin America with a 9.4% rise to $747M.
    • U.S. revenue +1.2% to $2.951B.
    • Operating expenses -13.2% to $1.19B with the aircraft fuel expense category down 36% Y/Y during the quarter.
    • Previously: United Continental beats by $0.08, misses on revenue
    • UAL +0.85% premarket.
    | Apr. 23, 2015, 7:43 AM
  • Apr. 23, 2015, 7:34 AM
    • United Continental (NYSE:UAL): Q1 EPS of $1.52 beats by $0.08.
    • Revenue of $8.61B (-1.0% Y/Y) misses by $10M.
    • Shares +2.55% PM.
    | Apr. 23, 2015, 7:34 AM
Company Description
United Continental Holdings Inc transports people and cargo through its mainline operations, which use jet aircraft with at least 118 seats, and its regional operations.
Sector: Services
Industry: Major Airlines
Country: United States