United Airlines Could Hit $15 EPS Upon Achieving 'Clean Year' in 2026, Morgan Stanley says

MT Newswires Live

2025/10/17

United Airlines (UAL) could see annual earnings per share of $15 if the company has a "clean year" in 2026, Morgan Stanley said in a Friday research note.

Building on this, Morgan Stanley raised its EPS estimates for 2025, 2026 and 2027 to $11, $14.05, and $16.39, from $10.63, $13.83, and $14.78, respectively, compared with consensus estimates of $10.33, $12.66, $14.43.

Regarding the company's Q3 conference call, Morgan Stanley said United Airlines management laid out a path to mid-teens margin growth, which could put the company "firmly in high-teens EPS territory."

United Airlines management further believed that international revenue per available seat mile or RASM could outperform domestic RASM in Q4, with Q4 likely to see the "highest absolute RASM of any quarter this year", Morgan Stanley noted.

Morgan Stanley maintained its overweight rating on the stock and raised its price target to $140 from $130.

Price: 98.65, Change: +0.46, Percent Change: +0.47

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