United Airlines: a profitable travel rebound still has to beat fuel, labor and fleet-cycle risk

United Airlines reported 2025 revenue of $59.07 billion and Q1 2026 revenue of $14.61 billion. The thesis depends on demand durability, operating margin, fuel and labor cost control, fleet investment, cash generation and balance-sheet resilience.

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SEC datasetSEC company tickers exchange datasetRetrieved 2026-05-20 · Issuer identity, ticker, exchange and CIK SEC APISEC submissions APIRetrieved 2026-05-20 · Filing chronology and company identity SEC XBRL APISEC companyfacts APIRetrieved 2026-05-20 · Financial statement cross-checks Annual report2025 Form 10-K filed 2026-02-122026 · Annual business, risk and financial baseline Quarterly reportQ1 2026 Form 10-Q filed 2026-04-222026 · Latest interim financial baseline Current reportForm 8-K filed 2026-04-272026 · Recent filing chronology Proxy statementDEF 14A filed 2026-04-072026 · Governance and incentive context