United reports record Q3 revenue and guides to higher Q4 growth

United Airlines reported third-quarter 2026 revenue of $17.9 billion, up 17.4% year over year, with GAAP diluted EPS of $3.14 and adjusted diluted EPS of $2.54 for the quarter ended September 30. Despite strong demand, adjusted EPS fell from $2.78 a year earlier as fuel expense rose 61.6% to $4.8 billion; United expects fourth-quarter adjusted diluted EPS of $0.50 to $1.50, revenue growth above 20%, and average fuel costs of about $4.80 per gallon. On October 16, United expanded its revolving credit facility from $3 billion to $5 billion, while ending available liquidity stood at $17.7 billion.