$United Airlines(UAL)$ is my stock in focus today. This earnings report reinforces my view that U.S. network carriers with strong premium and corporate exposure are better positioned in the current cycle. United beat Q4 expectations and guided Q1 profits above consensus, showing higher-end travel demand remains resilient.
What stands out is revenue quality. Premium revenue rose 9% and loyalty revenue increased 10%, confirming profits are increasingly driven by brand-loyal and corporate travelers. This highlights the widening gap between full-service carriers and low-cost airlines struggling with price-sensitive demand.
Despite a $250 million earnings hit, United still delivered its highest revenue quarter ever and reported record passenger revenue and ticket sales in early January. With momentum carrying into 2026 and supportive guidance, I view United as a play on premium travel demand rather than a pure cyclical airline bet.
@TigerStars @Tiger_comments @TigerClub
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