United Airlines warns of nearly US$6 billion fuel hit as oil-price surge weighs on outlook
United Airlines announced on July 15, 2026, that it expects nearly US$6 billion in additional fuel expenses this year compared to its initial 2026 estimates, driven by a renewed surge in oil prices following heightened US-Iran hostilities. Despite the fuel shock, the carrier raised the low end of its full-year profit forecast to US$9-$11 per share, citing strong travel demand, higher fares, and capacity cuts. The company reported Q2 adjusted earnings of US$1.99 per share, beating analyst estimates of US$1.88, with revenue rising 16% to US$17.7 billion. United expects to recover 80-90% of fuel cost increases in Q3 and fully offset them by Q4. The airline's Q3 earnings forecast of US$2.50-$3.50 per share is based on current fuel prices, with a midpoint of US$3.00 versus analyst estimates of US$3.60. Shares fell about 2% in extended trading.
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