United Airlines Holdings (UAL)
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-09-04
$111.38+2.50%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-09-04
Research Workspace
Put UAL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Maintain about 10% revenue growth: rev +16.0% vs 10% target.
View ThesisRevenue is growing steadily — about 8% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 28% in its worst 12-month stretch.
View RiskUAL's growth trajectory relies on maintaining about 10% revenue growth. Recent revenue increased 16% year over year, and the last quarter beat expectations. UAL trades at 12× P/E versus a peer median of 24×, indicating the price reflects less growth than forecasted. The primary risk is a potential credibility hit if UAL cuts guidance after recently raising it. Peer multiples imply a price about 42% above where it trades. The thesis is on watch due to pressure on the primary pillar.
Trailing returns as of 2026-09-04. UAL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering UAL (as of Sep 2026).
Based on 8 Wall Street analysts offering 12-month price targets for UAL in the last 4 months.
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Compare UAL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| UAL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Passenger Airlines — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put UAL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Maintain operational excellence with lowest seat cancellation rates
Delayed aircraft affects operational excellence and capacity.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $111.38
The last 12 months of price, then the range of analyst 12-month targets from today’s $111.38.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Maintain operational excellence with lowest seat cancellation rates
Demonstrates operational excellence and safety commitment.
Advances: Win and retain brand-loyal customers through customer experience investments
Enhances customer experience and loyalty through improved standby process.
Advances: Win and retain brand-loyal customers through customer experience investments
Enhances customer experience and loyalty through innovative service.
Advances: Build the greatest airline in history with customer-focused growth
Expansion aligns with customer-focused growth objective.
Threatens: Maintain operational excellence with lowest seat cancellation rates
Operational incident raises concerns about safety and reliability.
Advances: Build the greatest airline in history with customer-focused growth
A321XLR expansion aligns with customer-focused growth strategy.
Advances: Generate similar level of free cash flow in 2026 as in 2025
Strong demand supports free cash flow projections.