United Airlines Holdings, Inc., through its subsidiaries, provides air transportation services in North America, Asia, Europe, Africa, the Pacific, the Middle East, and Latin America. The company transports people and cargo through its mainline and regional fleets. It also offers catering, ground handling, flight academy, and maintenance services for third parties. The company was formerly known as United Continental Holdings, Inc. and changed its name to United Airlines Holdings, Inc. in June 2019. United Airlines Holdings, Inc. was incorporated in 1968 and is headquartered in Chicago, Illinois.

United Airlines Holdings, Inc.

American Airlines AAL stock was down as much as 10% in Thursday morning's trading session despite pleasantly exceeding Q2 top and bottom-line expectations.
This comes as the largest domestic airline carrier gave a cautious outlook, reinstating but narrowing its full-year EPS guidance amid ongoing uncertainty in travel demand.
That said, American Airlines stated it has moved past the brunt of the economic impact, which begs the question of whether AAL shares are too cheap to ignore after dropping more than 30% this year to around $11.
Image Source: Zacks Investment Research
American Airlines Q2 Review
Reporting Q2 sales of $14.39 billion, American Airlines’ top line slightly expanded from $14.33 billion in the comparative period and edged estimates of $14.28 billion. Thanks to disciplined cost control, which was aided by lower fuel costs, American Airlines' Q2 earnings of $0.95 per share comfortably surpassed expectations of $0.79 by 20%, although this was down from EPS of $1.09 a year ago.
Although weaker cross-border travel demand has been a concern that could weaken the outlook for most airlines in correlation with higher tariffs, American Airlines received a boost from strong international and premium cabin demand, especially in the Atlantic markets, where passenger unit revenue rose 5% year over year.
Joining Delta DAL and United UAL Airlines, which reported Q2 results earlier in the month, American Airlines also received a margin boost from loyalty program growth, seeing a 7% jump in Active AAdvantage accounts and a 6% increase in spending on co-branded credit cards.
Furthermore, American Airlines CEO Robert Isom stated the company is well-positioned to navigate volatility due to its loyalty initiatives, modernized fleet, and strengthened balance sheet.
Image Source: Zacks Investment Research
Reinstated but Lowered EPS Guidance
Notably, American Airlines reinstated but lowered its full-year earnings guidance, expecting adjusted fiscal 2025 EPS to range from a loss of $0.20 to a profit of $0.80, with a midpoint of $0.30. This is significantly lower than previous forecast of $1.70 to $2.70 per share, although the top of the guidance fell in range of the current Zacks Consensus of $0.73.
It’s noteworthy that during Q3, American Airlines anticipates an adjusted loss of $0.10-$0.60 per share, citing weak domestic demand in July.
AAL Valuation Comparison
At current levels, American Airlines stock trades at 17.4X forward earnings. While this comes off as a discount to the benchmark S&P 500’s 24.5X, AAL trades above its Zacks Transportation-Airline Industry average of 14.5X, with Delta and United Airlines trading at just 10X and 9X forward earnings, respectively.
In terms of price-to-sales, American Airlines does significantly stand out, with investors paying just $0.15 for every dollar the company makes. In comparison, Delta, United, and the industry average are at $0.50 or more, with the S&P 500 having a forward P/S ratio of 5.4X.
Image Source: Zacks Investment Research
Conclusion & Final Thoughts
As the largest airline in the world in terms of passengers carried and daily flights, it's very tempting to add long-term positions in American Airlines stock at under $15 a share. However, there could still be better buying opportunities ahead, given American Airlines' cautious outlook in regard to reinstating but lowering its EPS guidance.
For now, AAL lands a Zacks Rank #3 (Hold), and patience is certainly needed for those who invest in American Airlines stock.
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Is American Airlines Stock Too Cheap to Ignore After Beating Q2 Expectations?

Westinghouse Air Brake Technologies Corporation (WAB) reported second-quarter 2025 earnings per share (EPS) of $2.27, which beat the Zacks Consensus Estimate of $2.18. The bottom line improved 15.8% year over year due to higher sales, operating margin expansion and benefits from share repurchases.
Revenues of $2.71 billion missed the Zacks Consensus Estimate of $2.77 billion. The top line grew 2.3% year over year due to higher sales in the Transit segment, partially offset by lower Equipment sales.
Apart from reporting year-over-year growth on both earnings and revenues, Wabtec also issued a bullish 2025 guidance. Wabtec increased its 2025 adjusted EPS guidance range to $8.55 to $9.15 from the prior guided range of $8.35 to $8.95. The encouraging EPS guidance was driven by first-half performance, mergers & acquisitions, and focus on prudent cost management. The Zacks Consensus Estimate of $8.76 lies within the updated guidance.
For revenues, WAB raised its 2025 guidance to a range of $10.925 billion to $11.225 billion from the prior guided range of $10.725 billion to $11.025 billion, largely reflecting the acquisition of Evident Inspection Technologies Division, which was completed on July 1, 2025. The Zacks Consensus Estimate of $11.00 billion lies within the updated guidance.
Rafael Santana, Wabtec’s president and chief executive officer, stated, “The Wabtec team has delivered another strong quarter, highlighted by margin expansion and double digit earnings per share growth. With the first half of the year complete, we remain focused on executing our priorities for the second half. Demand across our end markets and our pipeline of opportunities continues to be strong, with significant activity underway in key businesses.”
Wabtec Price, Consensus and EPS Surprise
WAB’s Segmental Highlights
Freight segment’s net sales of $1.91 billion fell marginally by 0.1% year over year. Freight revenue was adversely impacted by lower locomotive deliveries than expected due to a supplied part issue. Services sales were up 6% due to higher parts sales and modernization deliveries, which were largely offset by the impact of lower locomotive deliveries in the quarter due to a supplied part issue and lower mining sales. These deliveries are expected to shift to the second half of 2025.
Freight segment’s adjusted operating margin improved 0.9 points year over year to 25%. Adjusted operating margin benefited from improved gross margin.
In the Transit segment, net sales grew 8.7% year over year to $787 million, due to strong aftermarket and original equipment sales. The segmental adjusted operating margin increased to 15.2% from 12.7% in the second quarter of 2024, aided by higher sales and better gross margins.
Other Q2 Details of WAB
Total operating expenses in the reported quarter increased $22 million from a year ago to $466 million. Operating ratio (operating expenses as a % of net sales) rose to 17.2% from 16.8% a year ago.
Wabtec exited the second quarter with cash, cash equivalents and restricted cash of $1.49 billion compared with $698 million at the prior-quarter end. Long-term debt was $4.78 billion compared with $3.50 billion at the prior-quarter end.
During the reported quarter, WAB paid $44 million in dividends and repurchased shares worth $50 million.
Other Aspects of WAB's 2025 Guidance
For 2025, Wabtec continues to expect operating cash flow conversion to exceed 90%.
WAB's Zacks Rank
Currently, Wabtec carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Q2 Performances of Other Transportation Companies
Delta Air Lines (DAL) reported second-quarter 2025 earnings (excluding $1.17 per share from non-recurring items) of $2.10 per share, which beat the Zacks Consensus Estimate of $2.04. Earnings decreased 11% on a year-over-year basis due to high labor costs.
Revenues in the June-end quarter were $16.65 billion, beating the Zacks Consensus Estimate of $16.2 billion and decreasing marginally on a year-over-year basis. Adjusted operating revenues (excluding third-party refinery sales) increased 1% year over year to $15.5 billion.
J.B. Hunt Transport Services, Inc. (JBHT) reported second-quarter 2025 earnings of $1.31 per share, which missed the Zacks Consensus Estimate of $1.34 and declined 0.8% year over year.
Total operating revenues of $2.93 billion missed the Zacks Consensus Estimate of $2.94 billion and were flat year over year. JBHT’s second-quarter revenue performance witnessed a 6% increase in Intermodal (JBI) loads, a 13% increase in Truckload (JBT) loads, a 3% increase in Dedicated Contract Services (DCS) productivity and a 6% increase in Integrated Capacity Solutions (ICS) revenue per load. These items were offset by Final Mile Services revenue declining 10%, lower revenue per load in both JBI and JBT, a 9% decrease in ICS load volume and a 3% decline in average trucks in DCS. Total operating revenues, excluding fuel surcharge revenue, increased 1% on a year-over-year basis.
United Airlines Holdings, Inc. (UAL) reported mixed second-quarter 2025 results wherein the company’s earnings beat the Zacks Consensus Estimate, but revenues missed the same.
UAL's second-quarter 2025 adjusted earnings per share (EPS) (excluding 90 cents from non-recurring items) of $3.87 surpassed the Zacks Consensus Estimate by a penny but declined 6.5% on a year-over-year basis. The reported figure lies within the guided range of $3.25-$4.25.
Operating revenues of $15.2 billion fell short of the Zacks Consensus Estimate of $15.4 billion but increased 1.7% year over year. Passenger revenues (which accounted for 90.8% of the top line) increased 1.1% year over year to $13.8 billion. UAL flights transported 46,186 passengers in the second quarter, up 4.1% year over year.
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Wabtec Q2 Earnings Beat Estimates, Revenues Lag, 2025 View Up

Southwest Airlines Co. (LUV) reported disappointing second-quarter 2025 results, wherein both earnings and revenues lagged the Zacks Consensus Estimate.
Quarterly earnings of 43 cents per share missed the Zacks Consensus Estimate of 51 cents and declined 25.9% year over year. Revenues of $7.24 billion missed the Zacks Consensus Estimate of $7.29 billion and declined 1.5% year over year. Passenger revenues (which accounted for 91.5% of the top line) decreased 1.3% year over year to $6.62 billion.
Domestic leisure travel stabilized during second-quarter 2025, with recent trends showing signs of improvement.
Southwest Airlines Co. Price, Consensus and EPS Surprise
Operating Statistics
Airline traffic, measured in revenue passenger miles, fell 3.5% year over year to 36.88 billion in the quarter under review. Capacity or available seat miles (ASMs) grew 1.6% year over year to 46.99 billion.As traffic failed to outpace capacity expansion, load factor (percentage of seat occupancy) fell 4.1 percentage points to 78.5%. Our estimate stands at 79.2%.
Passenger revenue per available seat mile (PRASM: a key measure of unit revenues) fell 2.8% year over year to 14.10 cents.
Revenue per available seat mile (RASM) fell 3.1% year over year to 15.41 cents.
Operating Expenses & Income
In the second quarter, Southwest Airlines incurred an operating income of $225 million compared with $398 million in the year-ago reported quarter. On an adjusted basis (excluding special items), the company reported operating income of $245 million compared with $405 million in the year-ago quarter.
Total adjusted operating expenses (excluding profit sharing, special items, fuel and oil expenses) increased 6.4% year over year.
Fuel cost per gallon (inclusive of fuel tax: economic) fell 15.9% year over year to $2.32.
Consolidated unit cost or cost per available seat mile (CASM) excluding fuel, oil and profit-sharing expenses, and special items grew 4.7% year over year.
Liquidity
Southwest Airlines ended the second quarter with cash and cash equivalents of $3.47 billion compared with $8.13 billion at the end of the prior quarter. As of June 30, 2025, the company had long-term debt (less current maturities) of $4.08 billion, which was flat sequentially.
LUV generated $401 million of cash from operating activities in the reported quarter. Second-quarter 2025 capital expenditures were $635 million, owing to aircraft-related capital spending, coupled with technology, facilities, and operational investments.
During the second quarter of 2025, LUV returned $1.6 billion to shareholders, which includes $103 million of dividend payments and $1.5 billion of share repurchases.
By repurchasing the remaining $1.5 billion through an accelerated share repurchase (ASR) program, LUV has completed the September 2024 $2.5 billion share repurchase authorization in the second quarter of 2025. Final settlement of shares purchased through the second quarter of 2025 ASR program is anticipated to occur by the end of July 2025.
LUV’s board of directors recently approved a $2.0 billion share repurchase authorization expected to be completed over a period of up to two years.
LUV anticipates its third-quarter 2025 unit revenues to be in the range of down 2% to up 2% on roughly flat capacity, both on a year-over-year basis. This guidance range assumes a modest sequential improvement in demand. Company-specific initiatives provide a unique offset to the broader industry revenue impact, and will continue to accelerate throughout the third quarter of 2025.
Economic fuel costs per gallonare expected to be in the range of $2.40 to $2.50. Interest expenses are expected to be $35 million in the third quarter.
LUV continues to expect to achieve its $370 million cost reduction target this year. LUV anticipates third-quarter 2025 CASM, excluding fuel, oil and profit-sharing expenses, and special items, to increase in the range of 3.5-5.5%, on a year-over-year basis. This increase is due to the continuation of inflationary pressures, including those associated with labor contracts ratified in 2024, as well as approximately one point from the timing of engine overhaul expenses and one-half point from aircraft retrofit costs in advance of extra legroom seating launching in January 2026. Excluding the impact of book gains from fleet transactions in the fourth quarter of both years, LUV continues to expect fourth-quarter 2025 CASM-X to be up low single digits year over year. LUV remains focused on driving efficiencies to offset overall inflationary cost pressures and achieve its multi-year cost reduction targets.
LUV continues to anticipate its 2025 capital spending to be in the range of $2.5 billion-$3.0 billion (including the additional aircraft deliveries now expected, as well as the impact of the expected sale of five-800 aircraft this year).
LUV’s 2025 EBIT guidance assumes further sequential improvement from third-quarter 2025, driven by accelerating incremental revenue from company-specific initiatives, the recovery of the temporary basic economy optimization impact, and anticipated improvement in domestic leisure travel trends.
LUV is reaffirming its full-year incremental EBIT contribution targets of $1.8 billion for 2025 and $4.3 billion for 2026 from those initiatives.
Currently, LUV carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Q2 Performances of Other Transportation Companies
Delta Air Lines (DAL) reported second-quarter 2025 earnings (excluding $1.17 per share from non-recurring items) of $2.10 per share, which beat the Zacks Consensus Estimate of $2.04. Earnings decreased 11% on a year-over-year basis due to high labor costs.
Revenues in the June-end quarter were $16.65 billion, beating the Zacks Consensus Estimate of $16.2 billion and decreasing marginally on a year-over-year basis. Adjusted operating revenues (excluding third-party refinery sales) increased 1% year over year to $15.5 billion.
J.B. Hunt Transport Services, Inc. (JBHT) reported second-quarter 2025 earnings of $1.31 per share, which missed the Zacks Consensus Estimate of $1.34 and declined 0.8% year over year.
Total operating revenues of $2.93 billion missed the Zacks Consensus Estimate of $2.94 billion and were flat year over year. JBHT’s second-quarter revenue performance witnessed a 6% increase in Intermodal (JBI) loads, a 13% increase in Truckload (JBT) loads, a 3% increase in Dedicated Contract Services (DCS) productivity and a 6% increase in Integrated Capacity Solutions (ICS) revenue per load. These items were offset by Final Mile Services revenue declining 10%, lower revenue per load in both JBI and JBT, a 9% decrease in ICS load volume and a 3% decline in average trucks in DCS. Total operating revenues, excluding fuel surcharge revenue, increased 1% on a year-over-year basis.
United Airlines Holdings, Inc. (UAL) reported mixed second-quarter 2025 results wherein the company’s earnings beat the Zacks Consensus Estimate, but revenues missed the same.
UAL's second-quarter 2025 adjusted earnings per share (excluding 90 cents from non-recurring items) of $3.87 surpassed the Zacks Consensus Estimate by a penny but declined 6.5% on a year-over-year basis. The reported figure lies within the guided range of $3.25-$4.25.
Operating revenues of $15.2 billion fell short of the Zacks Consensus Estimate of $15.4 billion but increased 1.7% year over year. Passenger revenues (which accounted for 90.8% of the top line) increased 1.1% year over year to $13.8 billion. UAL flights transported 46,186 passengers in the second quarter, up 4.1% year over year.
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Southwest Airlines Q2 Earnings & Revenues Lag, Decrease Year Over Year

Union Pacific Corporation’s UNP second-quarter 2025 earnings (excluding 12 cents from non-recurring items) of $3.03 per share beat the Zacks Consensus Estimate of $2.91. The bottom line improved 10.6% on a year-over-year basis. This year-over-year improvement was due to strong operational efficiency.
Operating revenues of $6.2 billion marginally beat the Zacks Consensus Estimate of $6.1 billion. The top line improved 2.5% on a year-over-year basis, owing to higher volumes and solid core pricing gains.
Union Pacific Corporation Price, Consensus and EPS Surprise
Freight revenues, accounting for 95% of the top line, improved 4% to $5.8 billion. The actual figure surpassed our estimate of $5.67 billion. Other revenues decreased 16% to $311 million in the second quarter of 2025. Business volumes, measured by total revenue carloads, increased 4% year over year. The operating income was up 5% year over year at $2.5 billion.
Total operating expenses of $3.6 billion inched up 1% year over year. Fuel expenses decreased 8%. Expenses on purchased services and materials were flat, expenses on compensation and benefits increased 5% and other cost items declined 5% year over year.
The operating ratio (operating expenses as a percentage of revenues) in the second quarter of 2025, on an adjusted basis, improved 230 basis points year over year to 58.1%.
UNP’s Segmental Highlights
Bulk (Grain & grain products, Fertilizer, Food & refrigerated, Coal & renewables) freight revenues were $1.9 billion, which increased 10% on a year-over-year basis. We projected the metric to increase 3.1% from the year-ago levels. Segmental revenue carloads increased 11% year over year.
Industrial freight revenues totaled $2.2 billion, up 4% year over year. We projected the metric to increase 3% from the year-ago levels. Segmental revenue carloads increased 3% to $569 million year over year.
Freight revenues in the Premium division were $1.73 billion, down 4% year over year. We expected the metric to decrease 4.9% compared with the year-ago reported figure. Premium revenue carloads improved 1% year over year.
UNP’s Liquidity
Union Pacific exited the second quarter of 2025 with cash and cash equivalents of $1.06 billion compared with $1 billion at 2024 end. Debt (due after a year) increased to $30.3 billion in the June-end quarter from $29.6 billion at 2024’s end.
Currently, Union Pacific carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
UNP-NSC Merger Update
Union Pacific confirmed that it is engaged in advanced discussions with fellow railroad operator Norfolk Southern NSC regarding a potential business combination. No further details were given.
Earlier this year, Union Pacific, chief executive officer, Jim Vena, hinted at the possible profits that are likely to result from such a merger. This includes the enhancement of transfer-based bottlenecks in places like Chicago, where West Coast and East Coast operators often offload cargo to be transferred to another operator’s network.
Q2 Performance of Other Transportation Companies
Delta Air Lines DAL reported second-quarter 2025 earnings (excluding $1.17 from non-recurring items) of $2.10 per share, which beat the Zacks Consensus Estimate of $2.04. Earnings decreased 11% on a year-over-year basis due to high labor costs.
Revenues in the June-end quarter were $16.65 billion, which beat the Zacks Consensus Estimate of $16.2 billion and decreased marginally on a year-over-year basis. Adjusted operating revenues (excluding third-party refinery sales) increased 1% year over year to $15.5 billion.
United Airlines’ UAL second-quarter 2025 adjusted EPS (excluding 90 cents from non-recurring items) of $3.87 beat the Zacks Consensus Estimate by a penny but declined 6.5% on a year-over-year basis. The reported figure lies within the guided range of $3.25-$4.25 per share.
Operating revenues of $15.2 billion missed the Zacks Consensus Estimate of $15.4 billion but increased 1.7% year over year. Passenger revenues (which accounted for 90.8% of the top line) increased 1.1% year over year to $13.8 billion. UAL flights transported 46,186 passengers in the second quarter, up 4.1% year over year.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
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Union Pacific Q2 Earnings & Revenues Surpass Estimates, Rise Y/Y

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the Fidelity Value Factor ETF (Symbol: FVAL), we found that the implied analyst target price for the ETF based upon its underlying holdings is $71.55 per unit.
With FVAL trading at a recent price near $65.27 per unit, that means that analysts see 9.63% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of FVAL's underlying holdings with notable upside to their analyst target prices are United Airlines Holdings Inc (Symbol: UAL), Amdocs Ltd. (Symbol: DOX), and Freeport-McMoRan Inc (Symbol: FCX). Although UAL has traded at a recent price of $90.43/share, the average analyst target is 20.54% higher at $109.00/share. Similarly, DOX has 16.15% upside from the recent share price of $89.71 if the average analyst target price of $104.20/share is reached, and analysts on average are expecting FCX to reach a target price of $51.14/share, which is 14.05% above the recent price of $44.84. Below is a twelve month price history chart comparing the stock performance of UAL, DOX, and FCX:
Below is a summary table of the current analyst target prices discussed above:
Name
Symbol
Recent Price
Avg. Analyst 12-Mo. Target
% Upside to Target
Fidelity Value Factor ETF
FVAL
$65.27
$71.55
9.63%
United Airlines Holdings Inc
UAL
$90.43
$109.00
20.54%
Amdocs Ltd.
DOX
$89.71
$104.20
16.15%
Freeport-McMoRan Inc
FCX
$44.84
$51.14
14.05%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Math Shows FVAL Can Go To $72

$2,030,000 of UNITED AIRLINES INC lobbying was just disclosed, from Q2 of 2025, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Customer-related issues. Air Traffic Controller Staffing Levels. Air Traffic Controller Hiring, Training and Infrastructure. Air Traffic Control Reform and Modernization. Government Shutdown Impacts on Federal Aviation Administration. DOT and FAA Regulations. NOTAM Modernization. Issues pertaining to security screening and biometric technology. Issues pertaining to cabotage regulations. Issues pertaining to airline frequent flyer programs. Issues pertaining to airline workforce and labor. S. 697, Air Traffic Control Workforce Development Act of 2025, all provisions. S. 1985, Safe Operations of Shared Airspace Act of 2025, most provisions. H.R. 3530, Flight Education Access Act, all provisions. P.L. 118-63, FAA Reauthorization Act of 2024, most provisions. Credit Card Competition Act (no current bill number), provisions related to aviation. H.R. 1719/S. 144, Farm to Fly Act of 2025, all provisions. S. 1422, Farmer First Fuel Incentives Act, provisions related to aviation.
Budget Reconciliation - Air Traffic Controller Staffing. Budget and appropriations related to the airline industry for Fiscal Year 2025 and Fiscal Year 2026.
Issues pertaining to Aviation taxes and fees. Issues pertaining to tariffs. Budget Reconciliation - Sustainable Aviation Fuel Tax Credits, TCJA tax provisions. Issues pertaining to Sustainable Aviation Fuels.
Issues pertaining to Sustainable Aviation Fuels."
You can find more data on corporate lobbying on Quiver Quantitative.
UAL Hedge Fund Activity
We have seen 474 institutional investors add shares of UAL stock to their portfolio, and 405 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
PACER ADVISORS, INC. added 5,021,511 shares (+10777.6%) to their portfolio in Q1 2025, for an estimated $346,735,334
QUBE RESEARCH & TECHNOLOGIES LTD added 3,772,932 shares (+3143.0%) to their portfolio in Q1 2025, for an estimated $260,520,954
CASTLE HOOK PARTNERS LP removed 3,670,329 shares (-83.5%) from their portfolio in Q1 2025, for an estimated $253,436,217
D. E. SHAW & CO., INC. removed 3,655,151 shares (-84.8%) from their portfolio in Q1 2025, for an estimated $252,388,176
CITADEL ADVISORS LLC removed 2,499,951 shares (-87.2%) from their portfolio in Q1 2025, for an estimated $172,621,616
CAPITAL WORLD INVESTORS removed 2,160,076 shares (-22.1%) from their portfolio in Q1 2025, for an estimated $149,153,247
FMR LLC removed 2,111,686 shares (-29.1%) from their portfolio in Q1 2025, for an estimated $145,811,918
UAL Analyst Ratings
Wall Street analysts have issued reports on $UAL in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
Susquehanna issued a "Positive" rating on 07/18/2025
UBS issued a "Buy" rating on 07/18/2025
B of A Securities issued a "Buy" rating on 07/18/2025
Barclays issued a "Overweight" rating on 07/17/2025
Seaport Global issued a "Buy" rating on 05/15/2025
TD Cowen issued a "Buy" rating on 04/22/2025
Evercore ISI Group issued a "Outperform" rating on 04/11/2025
To track analyst ratings and price targets for UAL, check out Quiver Quantitative's $UAL forecast page.
Multiple analysts have issued price targets for $UAL recently. We have seen 8 analysts offer price targets for $UAL in the last 6 months, with a median target of $100.0.
Here are some recent targets:
Andrew Didora from B of A Securities set a target price of $108.0 on 07/18/2025
Thomas Wadewitz from UBS set a target price of $114.0 on 07/18/2025
Christopher Stathoulopoulos from Susquehanna set a target price of $109.0 on 07/18/2025
Brandon Oglenski from Barclays set a target price of $100.0 on 07/17/2025
Daniel Mckenzie from Seaport Global set a target price of $89.0 on 05/15/2025
Tom Fitzgerald from TD Cowen set a target price of $88.0 on 04/22/2025
Duane Pfennigwerth from Evercore ISI Group set a target price of $100.0 on 04/11/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Lobbying Update: $2,030,000 of UNITED AIRLINES INC lobbying was just disclosed

On July 10, Delta Air Lines DAL reported better-than-expected revenues and earnings per share for the second quarter of 2025, driven by higher-than-expected passenger revenues. DAL reinstated its 2025 earnings per share guidance of $5.25-$6.25. It expects free cash flow of $3-$4 billion for the year.
United Airlines UAL reported mixed second-quarter 2025 results wherein the company’s earnings beat the Zacks Consensus Estimate but revenues missed the same. Latin American carrier LATAM Airlines LTM reported a year-over-year increase in revenue passenger-kilometers (RPK: a measure of air traffic) for June. Another Latin American carrier, Copa Holdings CPA reported a 6.3% increase in revenue passenger miles for June, driven by high passenger volumes. Southwest Airlines LUV also grabbed headlines courtesy of an expansion update.
Recap of the Most Recent Important Stories
1. Delta reported second-quarter 2025 earnings (excluding $1.17 per share from non-recurring items) of $2.10 per share, which beat the Zacks Consensus Estimate of $2.04. Earnings decreased 11% on a year-over-year basis due to high labor costs.
Revenues in the June-end quarter were $16.65 billion, beating the Zacks Consensus Estimate of $16.2 billion and decreasing marginally on a year-over-year basis. Adjusted operating revenues (excluding third-party refinery sales) increased 1% year over year to $15.5 billion.
Delta, currently carrying a Zack Rank #3 (Hold), expects third-quarter 2025 adjusted earnings per share in the $1.25-$1.75 band. The adjusted operating margin is expected in the 9-11% band. With air-travel demand stabilizing, revenues on an adjusted basis are expected to either remain flat or increase up to 4% from the third quarter of 2024 level.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Delta was also in the news recently, courtesy of its preparations for the key tech event, CES 2026. That news was covered in detail in the previous write-up.
2. United Airlines' second-quarter 2025 earnings per share (excluding 90 cents from non-recurring items) of $3.87 surpassed the Zacks Consensus Estimate by a penny but declined 6.5% on a year-over-year basis. Operating revenues of $15.2 billion fell short of the Zacks Consensus Estimate of $15.4 billion but increased 1.7% year over year. Passenger revenues (which accounted for 90.8% of the top line) increased 1.1% year over year to $13.8 billion. UAL flights transported 46,186 passengers in the second quarter, up 4.1% year over year. UAL anticipates less geopolitical and macroeconomic uncertainty in the second half of 2025, with demand inflection beginning in early July with a 6-point acceleration in booking demand.
For third-quarter 2025, UAL anticipates adjusted EPS between $2.25 and $2.75. For 2025, UAL expects adjusted EPS between $9.00 and $11.00.
3. LATAM Airlines reported a 10.7% year-over-year increase in consolidated capacity, measured in available seat-kilometers (ASK). The uptick was driven by a 13.9% increase in LATAM Airlines Brazil’s domestic capacity, partly owing to the temporary closure of Salgado Filho International Airport in Porto Alegre during 2024, as well as a 12.3% increase in the group’s international capacity. LTM’s consolidated traffic, measured in revenue passenger-kilometers (RPK), increased 10.2% year over year.
4. Copa Holdings reported robust traffic numbers for June 2025 on the back of upbeat air travel demand. Driven by high passenger volumes, revenue passenger miles (RPM: a measure of traffic) improved on a year-over-year basis in June. To match the demand swell, CPA is increasing its capacity. In June, available seat miles (ASM: a measure of capacity) increased 5.3% year over year. RPM rose 6.3% year over year. Since traffic outpaced capacity expansion, the load factor (the percentage of seats filled by passengers) inched up to 87.5% from 86.6% in June 2025.
5. In a bid to expand its network, Southwest Airlines announced that it will operate flights to St. Thomas in the U.S. Virgin Islands in 2026. St. Thomas has become a popular vacation destination, with a record number of airline passengers in 2024. St. Thomas is the first of three new destinations for 2026 that the carrier expects to announce this summer. It will be the ninth island destination served by Southwest in the Atlantic Basin. This is the first time since 2021 that LUV is adding new destinations to its network.
Airline Stocks Performance
The following table shows the price movement of the major airline players over the past week and during the last six months.
Image Source: Zacks Investment Research
The NYSE ARCA Airline Index decreased by 1.1% to $59.63 as most airline stocks traded in the red over the past week. Over the past six months, the NYSE ARCA Airline Index has decreased by 17.1%.
What’s Next in the Airline Space?
Amid the tariff-induced uncertainties, second-quarter 2025 earnings reports of many airlines are expected in the coming days. For example, Southwest Airlines is scheduled to report quarterly results on July 24. While improved air travel demand is likely to boost the top line, the bottom line is expected to have been aided by reduced fuel costs.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Airline Stock Roundup: DAL & UAL's Q2 Earnings, CPA, LUV in Focus

The following are the top rated Industrial stocks according to Validea's Contrarian Investor model based on the published strategy of David Dreman. This contrarian strategy finds the most unpopular mid- and large-cap stocks in the market and looks for improving fundamentals.
COPA HOLDINGS, S.A. (CPA) is a mid-cap value stock in the Airline industry. The rating according to our strategy based on David Dreman is 86% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Copa Holdings, S.A. is a provider of airline passenger and cargo service through its principal operating subsidiaries, Compania Panamena de Aviacion, S. A. (Copa Airlines) and AeroRepublica, S. A. (Copa Colombia). The Company operates through air transportation segment. Copa Airlines operates from its position located in the Republic of Panama. Copa Airlines provides international air transportation for passengers, cargo and mail, operating from its Panama City hub in the Republic of Panama. Copa Colombia provides service within Colombia and international flights from various cities in Colombia to Panama, Venezuela, Ecuador, Mexico, Cuba, Guatemala and Costa Rica. Copa Colombia provides domestic and international air transportation for passengers, cargo and mail with a point-to-point route network. Its subsidiary, Oval Financial Leasing, Ltd., controls the special purpose entities that have a beneficial interest in the majority of its fleet.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of COPA HOLDINGS, S.A.
UNITED AIRLINES HOLDINGS INC (UAL) is a large-cap value stock in the Airline industry. The rating according to our strategy based on David Dreman is 83% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: United Airlines Holdings, Inc. is a holding company. The Company transports people and cargo throughout North America and to destinations in Asia, Europe, Africa, the Pacific, the Middle East and Latin America. The Company, through United Airlines, Inc., and its regional carriers, operates across six continents, with hubs at Chicago O'Hare International Airport (ORD), Denver International Airport (DEN), George Bush Intercontinental Airport (IAH), Los Angeles International Airport (LAX), Newark Liberty International Airport (EWR), San Francisco International Airport (SFO), Washington Dulles International Airport (IAD) and A.B. Won Pat International Airport (GUM). Its hub and spoke system allow it to transport passengers between a large number of destinations with frequent services. The Company has contractual relationships with various regional carriers to provide regional aircraft service branded as United Express. It provides freight and mail transportation services (Air Cargo).
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of UNITED AIRLINES HOLDINGS INC
AIR LEASE CORP (AL) is a mid-cap value stock in the Rental & Leasing industry. The rating according to our strategy based on David Dreman is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Air Lease Corporation is a global aircraft leasing company. The Company is principally engaged in purchasing new commercial aircraft and leasing them to its airline customers worldwide through customized aircraft leasing and financing solutions. It purchases commercial aircraft directly from aircraft manufacturers, such as Airbus S.A.S. (Airbus) and The Boeing Company (Boeing). In addition to its leasing activities, it sells aircraft from its fleet to third parties, including other leasing companies, financial service companies, airlines and other investors. It also provides fleet management services to investors and owners of aircraft portfolios for a management fee. It has relationships with over 200 airlines across 70 countries. The Company operates its business on a global basis, providing aircraft to airline customers in every major geographical region, including markets, such as Asia Pacific, Europe, the Middle East and Africa, Central America, South America, and others.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of AIR LEASE CORP
KUBOTA CORP (ADR) (KUBTY) is a large-cap value stock in the Constr. & Agric. Machinery industry. The rating according to our strategy based on David Dreman is 76% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Kubota Corp is a Japan-based company principally engaged in the provision of agricultural machines, engines and construction machines. The Company operates in three business segments. Machinery segment manufactures and sells agricultural machines and agricultural products, such as tractors, tillers, combine harvesters, rice planters, lawn mowers. The Segment also provides construction machinery and engines for agricultural machinery, construction machinery, industrial machinery and generators. Water & Environment segment is mainly engaged in the manufacture and sale of pipe systems such as ductile iron pipes and synthetic pipes, industrial equipment such as reaction pipes, spiral steel pipes, air conditioning equipment, and various environmental plants, pumps, and other products related to the environment. Others segment mainly provides logistics and financial services, roofing materials and exterior wall materials.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of KUBOTA CORP (ADR)
SKYWEST INC (SKYW) is a mid-cap value stock in the Airline industry. The rating according to our strategy based on David Dreman is 71% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: SkyWest, Inc. is the holding company for SkyWest Airlines, Inc. (SkyWest Airlines), SkyWest Charter, LLC (SWC), and SkyWest Leasing, Inc. (SkyWest Leasing), an aircraft leasing company. The Companys segments include SkyWest Airlines and SWC, and SkyWest Leasing. SkyWest Airlines offers scheduled passenger service to destinations in the United States, Canada, and Mexico. The Company's flights are operated as United Express, Delta Connection, American Eagle or Alaska Airlines flights under code-share agreements with United Airlines, Inc., Delta Air Lines, Inc., American Airlines, Inc. or Alaska Airlines, Inc., respectively. SkyWest Airlines has a fleet of approximately 500 aircraft. SWC offers on-demand charter service using CRJ200 aircraft in over 30-seat configuration. SkyWest Leasing finances new aircraft with debt under its capacity purchase agreements, consisting of its E175 aircraft. SkyWest Leasing is also engaged in leasing aircraft and engines to third parties.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of SKYWEST INC
About David Dreman: Dreman's Kemper-Dreman High Return Fund was one of the best-performing mutual funds ever, ranking as the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services. At the time Dreman published Contrarian Investment Strategies: The Next Generation, the fund had been ranked number one in more time periods than any of the 3,175 funds in Lipper's database. In addition to managing money, Dreman is also a longtime Forbes magazine columnist.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Industrial Stocks Based On David Dreman - 7/20/2025

Key Points
Adjusted earnings per share (non-GAAP) surpassed expectations at $3.87 for the quarter, while revenue (GAAP) came in just below analyst forecasts.
Domestic passenger revenue slipped 0.7%, but international revenue climbed 3.8% with Pacific routes leading growth.
Management raised its full-year adjusted diluted earnings per share (non-GAAP) outlook to a range of $9.00 to $11.00.
United Airlines (NASDAQ:UAL), a leading global airline with one of the broadest route networks in North America, reported its second quarter 2025 financial results on July 16, 2025. The standout news was adjusted diluted earnings per share (non-GAAP) of $3.87. Adjusted earnings per share of $3.87 beat analyst estimates by 1.57% (non-GAAP), while total revenue (GAAP) of $15.2 billion edged slightly below forecasts. Domestic passenger revenue softened during the quarter, reflecting higher expenses and pressure on main cabin fares. Continued loyalty revenue growth, and increased demand in premium cabins contributed to performance. Overall, the results point to a mix of challenges and strengths, with management raising their full-year adjusted diluted earnings per share guidance, signaling optimism for the remainder of fiscal 2025.
Metric
Q2 2025
Q2 2025 Estimate
Q2 2024
Y/Y Change
EPS (Non-GAAP)
$3.87
$3.81
$4.14
(6.5%)
Revenue (GAAP)
$15.24 billion
$15.36 billion
$14.99 billion
1.7%
Net Income (GAAP)
$973 million
$1.32 billion
(26.4%)
Free Cash Flow (Non-GAAP)
$1.1 billion
$1.84 billion
(38.5%)
Adjusted Operating Margin (Non-GAAP)
11.6%
13.1%
(1.5) pts.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
About United Airlines—Business Model and Focus Areas
United Airlines operates an expansive route network connecting major business centers and high-population areas across the globe. Its hub-and-spoke system enables frequent flights to destinations on six continents, supporting large numbers of both business and leisure travelers. United's business model centers on maximizing connectivity, operational efficiency, and customer loyalty through strategic hub placement in cities like Chicago, Denver, Houston, and San Francisco.
In recent years, the company’s focus has shifted toward growing its international presence, expanding its loyalty and premium product offerings, and investing in sustainability initiatives. Key success factors now include network reach, cost management, successful labor relations, and delivering enhanced passenger experiences—especially in premium and high-value services.
Main Highlights from the Quarter
United recorded GAAP revenue growth of 1.7%, but this increase lagged a 6.5% jump in operating expenses (GAAP). Domestic passenger revenue (GAAP) declined by 0.7%, with demand softening in the main cabin and lower yields putting pressure on profitability. In contrast, international passenger revenue grew by 3.8%—led by an 8.7% increase in Pacific routes and solid gains in Europe and the Atlantic. Management attributed the international outperformance to strong US-origin demand and expanded long-haul service, supported by newly launched international routes.
Premium products continued to gain traction, with revenue from premium cabin tickets increasing 5.6% year-over-year. The airline also reported that loyalty revenue climbed 8.7% year-over-year. Cargo revenue contributed positively as well, up 3.8% year over year, despite a slight drop in cargo revenue ton miles. Operational reliability improved, with United achieving its best post-pandemic scores for on-time departures and its lowest second-quarter seat cancellation rate since 2021. New customer upgrades—such as Polaris Studio suites for business class and the Blue Sky partnership with JetBlue—added value to the passenger experience.
Unit revenue metrics showed areas that will need attention. Revenue per available seat mile, a key measure of efficiency capturing fare and demand levels per seat offered, fell 4.0% as domestic markets showed softness. The overall passenger load factor, or the percentage of available seats filled, slipped to 83.1% from 84.2%. In the domestic market, the load factor dropped by 2.3 points, reflecting weaker demand and the company’s decision to accept more lower-fare travelers to fill seats.
United’s costs rose ahead of revenue. Labor expenses increased by 7.7%—driven in part by a $561 million ratification bonus for flight attendants. Maintenance costs (GAAP) rose 20.8%. Other notable expense growth came from landing fees (up 11.0%). However, the airline benefited from a 15.3% year-over-year decrease in average fuel prices per gallon. Special items of $447 million, primarily related to labor agreements, also weighed on GAAP net income.
There were also signs of improving financial health. The company ended the quarter with $18.6 billion in available liquidity and reduced its net leverage (non-GAAP) to 2.0 times trailing twelve-month earnings from 2.4 times a year ago as of June 30, 2025. It also repurchased $0.2 billion of shares during the quarter, bringing year-to-date buybacks to $0.6 billion. Free cash flow (non-GAAP), while down from last year, remained positive at $1.13 billion.
On the strategic front, network expansion and alliances were key themes. United operated its largest-ever schedule by available seat miles, increasing capacity by 5.9% and adding new routes worldwide. The company highlighted the rollout of new customer amenities, progress on sustainable aviation fuel, and expanded digital check-in and touchless ID initiatives. However, the proportion of sustainable aviation fuel remained less than 0.3% of total usage, highlighting the ongoing challenge of scaling environmental initiatives.
Looking Ahead—Management’s Outlook and What to Watch
Management slightly raised its full-year adjusted diluted earnings per share guidance to a range of $9.00 to $11.00, reflecting a recent pickup in bookings and stronger business travel demand observed since early July. This updated outlook is a shift from the company's previous "recession scenario" expectations of $7.00 to $9.00 per share in earnings, though lower than the high case previously discussed.
Investors should monitor domestic revenue trends, as yield and load factors remain under pressure in the main cabin. Additional risks include ongoing labor cost increases and uncertain trajectory for fuel and maintenance expenses. Key areas of possible upside include further loyalty revenue growth, continued international strength—especially in the Pacific region—and operational improvements that boost customer satisfaction scores.
Revenue and net income presented using U.S. generally accepted accounting principles (GAAP) unless otherwise noted.
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JesterAI is a Foolish AI, based on a variety of Large Language Models (LLMs) and proprietary Motley Fool systems. All articles published by JesterAI are reviewed by our editorial team, and The Motley Fool takes ultimate responsibility for the content of this article. JesterAI cannot own stocks and so it has no positions in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

United Airlines Lifts EPS Outlook

Friday, July 18, 2025
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Apple Inc. (AAPL), JPMorgan Chase & Co. (JPM) and Visa Inc. (V). These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Pre-Markets Higher on Positive Q2 Earnings, Homebuilding Data
Today's Featured Research Reports
Apple’s shares have declined -5.8% over the past year against the Zacks Computer - Micro Computers industry’s decline of -5.9%. The company is witnessing weakness in iPhone sales, particularly in China, which is a concern. Increasing regulatory headwinds and tariffs are a concern for investors.
Nevertheless, Apple is benefiting from strong growth in Services revenues. It now has more than 1 billion paid subscribers across its Services portfolio, more than double what it had four years ago. The expanding content portfolio of Apple TV+ and Apple Arcade helped in driving subscriber growth.
Apple expects the June quarter’s (third-quarter fiscal 2025) revenues to grow low to mid-single digits on a year-over-year basis. Introduction of Apple Intelligence, an advanced personal intelligence system seamlessly integrated into iOS 18, iPadOS 18 and macOS Sequoia is helping Apple sell more of its devices, including iPhone.
(You can read the full research report on Apple here >>>)
Shares of JPMorgan Chase have outperformed the Zacks Financial - Investment Bank industry over the past year (+41.6% vs. +40.7%). The company’s second-quarter 2025 results reflected solid capital markets performance and decent loan growth. The company's business expansion initiatives, moderate loan demand and relatively high interest rates will drive net interest income (NII) growth.
Yet, the volatile nature of the capital markets business and high mortgage rates will hurt fee income growth. As the company invests in technology and marketing, operating expenses are expected to remain elevated. Weak asset quality due to a challenging macroeconomic environment is another concern.
While a solid resurgence in deal-making activities is likely to take time, a solid pipeline and the company’s leadership position will drive the investment banking (IB) business. Its enhanced capital distributions seem sustainable.
(You can read the full research report on JPMorgan Chase here >>>)
Visa’s shares have outperformed the Zacks Financial Transaction Services industry over the past year (+32.3% vs. +26.2%). The company’s strong market position is underpinned by consistent volume-driven growth, acquisitions and technological leadership in digital payments. Expansion in cross-border volumes, rising digital transactions, and investments in AI and stablecoin infrastructure enhance its future prospects.
A robust financial position with ample liquidity and shareholder returns further supports long-term growth. In 2Q FY25, processed transactions grew 9% year over year. However, Visa faces rising client incentives and expenses, which may weigh slightly on margins.
The company expects high single- to low double-digit expense growth in fiscal 2025. Regulatory pressures and potential legislative changes pose additional risks to its fee structures. The stock’s premium valuation suggests limited near-term upside. As such, the stock warrants a cautious stance.
(You can read the full research report on Visa here >>>)
Other noteworthy reports we are featuring today include United Airlines Holdings, Inc. (UAL), CNH Industrial N.V. (CNH) and HealthEquity, Inc. (HQY).
Mark Vickery
Senior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
Featured Reports
United Airlines (UAL) Rides on Air Travel Demand, Labor Costs Ail
Per the Zacks Analyst, persistent travel demand and diversified revenues streams is aiding United Airlines' top-line growth. However, increased labor costs weigh on the bottom line.
Precision Tech to Aid CNH Industrial (CNH) Amid High Debt
Per the Zacks analyst, a strong position in the Precision Technology space is likely to support CNH's margins and market share gains. However, the rising debt level remains a concern.
HealthEquity (HQY) Gains on HSA Growth Amid Macro Challenges
Per the Zacks Analyst, HealthEquity's HSA-driven momentum and strong solvency position support its growth, though regulatory hurdles, competition and data security concerns remain key risks.
Five Below (FIVE) Focus on Pre-Teen Customers to Fuel Comps
Per the Zacks analyst, Five Below's impressive merchandise, focus on pre-teen customers & pricing strategy should drive comparable sales. The company expects Q2 comps to increase 7-9% year over year.
Chord Energy's (CHRD) Capital Discipline Drives Value
Per the Zacks analyst, CHRD offers strong cash returns and disciplined growth, but post-merger integration and regional risks may pressure performance.
Solid Demand Aids SL Green (SLG), High Interest Expenses Ail
Per the Zacks Analyst, SLG is set to gain from healthy leasing activity propelled by high demand for top-quality office properties and diverse tenant base. Yet, high interest expenses raise concern.
Product Refreshes Aid Sonos (SONO) Amid Weak Macro Backdrop
Per the Zacks analyst, Sonos is poised to gain from new product launches in the global audio market, while cautious consumer discretionary spending amid a weak macroeconomic environment is a woe.
New Upgrades
AI Tax Assist & Spruce are Key to H&R Block's (HRB) Growth
Per the Zacks analyst, the incorporation of AI Tax Assist in DIY tax preparation improves customer experience, boosting its revenues. Spruce enables efficient client acquisition and user engagement.
Robust Healthcare Programs Demand Benefits Adtalem (ATGE)
Per the Zacks analyst, Adtalem is gaining from robust market trends for healthcare education demand, reflecting enrollment growth. Also, favorable tuition rates and strategic business plans bode well.
Increasing Commercial and Defense Orders Drive Triumph Group (TGI)
Per the Zacks analyst, Triumph Group is likely to benefit from increasing orders from its diverse customer base including commercial airplane producers and various military organizations globally.
New Downgrades
Persistent Pricing Pressure Weighs on Dr. Reddy's (RDY) Growth
Per the Zacks Analyst, intense competition, falling generic prices and weak Emerging Markets sales continue to drag on Dr. Reddy's performance and outlook.
Jazz's (JAZZ) Sleep Disorder Franchise Under Pressure
While Jazz's efforts to diversify its top-line with oncology drugs is encouraging, the Zacks Analyst is concerned with the loss of orphan drug exclusivity for Xywav, set to expire in 2028.
Weak Advertising Demand Hurts SiriusXM's (SIRI) Prospects
Per the Zacks analyst, SiriusXM is suffering from sluggish advertising demand and lower subscriber growth due to coronavirus outbreak.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.