The Airline Observer

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The Airline Observer
Six Takeaways From United's Earnings Call
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Six Takeaways From United's Earnings Call

Did you know that United's Asia margins historically have lagged?

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Brian Sumers
Jan 19, 2023
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The Airline Observer
Six Takeaways From United's Earnings Call
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Dear readers,

United Airlines held its fourth quarter earnings call on Wednesday. You can read the big-picture stuff elsewhere, but here’s what I found most interesting.

Watch completion factor, not capacity

Nothing makes investment analysts more itchy than airlines adding capacity. They know pricing power is a function of supply and demand, and more supp…

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