$UAL
这只股票

Schwab Network 对 $UAL 的判断变化

频道资料 →本频道有 36 位标注的说话人：BFA and JP Morgan、Bank of America、Barclays、Berenberg、Bernstein, with a Jefferies target cut noted、Bird (analyst firm)、CEO、Citi、Citigroup、Citizens、Daiwa、Dan Ives、Deutsche Bank、Erit Research、Evercore ISI、Evercore ISI; Dan Ives、Goldman Sachs、JP Morgan Chase、JPMorgan、Jefferies、Jefferies, UBS and Citigroup、Jensen Huang; Dan Ives、Loop Capital、Mattie Natsson、Michael Saylor、Milius (analyst)、Morgan Stanley、Northrop、Oppenheimer、Tim Bigham、Tim and KG、Truist、UBS、Wall Street Journal、Wedbush、Wells Fargo共 3 条
2026-10-21看跌
《Wednesday's First Moves: FTNT Double Downgrade, UAL Double Miss, T Earnings》
UAL 调整后 EPS 不及预期；第四季度及全年盈利指引低于分析师预测，出现明显减速，燃油价格上涨是主要压力点。预订量以及高端舱、基础经济舱、忠诚度计划和货运收入表现强劲，但燃油正在拖累利润，股价下跌。

我们来看看 United Airlines。是的，今天开盘前我们就知道，围绕 United Airlines 的问题会是燃油的影响有多大？而这无疑对 United Airlines 是一个不利因素。

Let's check out United Airlines. Yeah, we knew coming into today the question around United Airlines would be what is the impact of fuel? And that is certainly a headwind for United Airlines.

现在，他们的预订量确实强劲，但盈利未达预期。利润在调整后每股收益方面受到了打击。这个数字是254，而华尔街预期为260。所以，这比预期要弱。

Now, they did have strong bookings, but they missed expectations on earnings. Profit took a hit uh in terms of adjusted earnings per share. They ca it came in at 254. The street was looking for 260. So, that was weaker than expected.

看原视频02:42
2026-10-21看跌
《SPCX Soars on Earnings & TSLA Merger Talks, SMCI Surges on Prelim Revenue》
UAL 调整后每股收益未达预期（2.54 美元，预期 2.57 美元），但营收符合预期、增长 17%；单位座位英里成本上升 17.3%，燃油价格为每加仑 3.90 美元。旅客座位英里下降，暗示需求停滞，且业绩指引低于预测；未来数月燃油价格和需求放缓可能带来不利影响。

好，我们把目光从科技板块移开，来看看 United Airlines。在 United 公布业绩之前，市场上存在一种紧张情绪，对吧？高端客户的需求依然没有动摇。但最大的问题在于石油的燃料价格，对吧？

这对航空公司来说可能有多不利，所以请谈谈你在这方面的一些观察。

Okay, let's move away from the technology sector and look at United Airlines. There was a tension before the United result, wasn't there? Premium customer demand remained unwavering.

But the big question was about the fuel price of oil, right ? How unfavorable this could be for airlines , so let us know some of your observations on this matter.

看原视频05:06
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