United Airlines (UAL): FY26 Q3 earnings call, Oct 21, 2026
On its Oct 21, 2026 earnings call (FY26 Q3), United Airlines said 7 of the 16 words Kalshi listed; Parrot’s count agreed with 15 of 16 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
16 words · 7 settled yes · our count agreed on 15 of 16- Kalshi: company speakers + operator
Kalshi
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Starlink | Yes | 17 | 18 | ✓ | 92%n=3+tx from settlement history blended with transcripts | Hear it 3:55, Starlink | – |
| Oil | Yes | 6 | 6 | ✓ | 72%n=2+tx from settlement history blended with transcripts | Hear it 15:48, Oil | – |
| Newark | Yes | 3 | 3 | ✓ | 86%n=4+tx from settlement history blended with transcripts | Hear it 12:55, Newark | – |
| Chase | Yes | 3 | 3 | ✓ | 67%transcripts from the transcript model | Hear it 11:39, Chase | – |
| ATC / Air Traffic Control | Yes | 2 | 2 | ✓ | 38%n=3+tx from settlement history blended with transcripts | Hear it 8:11, ATC / Air Traffic Control | – |
| Coastliner | Yes | 1 | 1 | ✓ | 57%transcripts from the transcript model | Hear it 15:13, Coastliner | – |
| Relax Row | Yes | 1 | 1 | ✓ | 57%n=2+tx from settlement history blended with transcripts | Hear it 15:19, Relax Row | – |
| A321XLR | No | 1 | 1 | ✗ | 34%transcripts from the transcript model | Hear it 15:14, A321XLR | – |
| Middle East | No | 0 | 0 | ✓ | 59%n=2+tx from settlement history blended with transcripts | – | |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 59%n=4+tx from settlement history blended with transcripts | – | |
| Holiday | No | 0 | 0 | ✓ | 43%n=4+tx from settlement history blended with transcripts | – | |
| CRJ450 | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – | |
| Weather | No | 0 | 0 | ✓ | 39%n=4+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 16%n=4+tx from settlement history blended with transcripts | – | |
| Nonstop / Non-Stop | No | 0 | 0 | ✓ | 13%n=4+tx from settlement history blended with transcripts | – | |
| American Airlines | No | 0 | 0 | ✓ | 11%n=2+tx from settlement history blended with transcripts | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 16:10 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Cargo”; 4 quoted, at least 25 words apart.
…elasticity given higher ticket prices, a trade we would make every day. Cargo revenues increased by 23% year-over-year, with most of the increase occurring in…
That does help. Then just very quickly, cargo, can you speak to. You mentioned that it is mostly yield, but is this macro? Is this…
…long haul a lot last year, and in particular in the high cargo tracks, we did not. So we have been focused on yield in…
But the environment for cargo, I think, does remain strong. It is more of a commodity-based product than our passenger seats at this point. We…
Where the listed words were said
…years in products, service, and technology. And one of those things is Starlink, a new and truly differentiating RASM tailwind in 2027. Today, about half…
…existing Chase agreement. We aim to recapture 100% of the price of oil in 2027. At United, we will continue to stay focused on our…
…more color in RASM strength in Q3, Central America, the Caribbean, Florida, Newark, and London were strong RASM tailwinds in the quarter. In fact, Florida…
…to changes to MileagePlus, along with strong marketing from both United and Chase. I've talked about United's efforts in the past to de-seasonalize our business…
…are seeking an additional $30 billion in improvements for our nation's air traffic control system. A safer and more resilient ATC system will benefit United's…
…premium capacity faster than main cabin capacity as we introduce the A321neo Coastliner and A321XLR at scale we believe no other airline is contemplating. We'll…
Agents: this page as TSV at /api/v1/appearances/united-airlines:2026-10-21:earnings_call · words: /api/v1/brief?appearance=united-airlines:2026-10-21:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP