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.

Updated

Markets

16 words · 7 settled yes · our count agreed on 15 of 16
Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability published before the event
WordResultOur countAll speakersAgreesProbabilityClipMarket
Starlink Yes1718✓92%n=3+tx from settlement history blended with transcriptsHear it 3:55, Starlink–
Oil Yes66✓72%n=2+tx from settlement history blended with transcriptsHear it 15:48, Oil–
Newark Yes33✓86%n=4+tx from settlement history blended with transcriptsHear it 12:55, Newark–
Chase Yes33✓67%transcripts from the transcript modelHear it 11:39, Chase–
ATC / Air Traffic Control Yes22✓38%n=3+tx from settlement history blended with transcriptsHear it 8:11, ATC / Air Traffic Control–
Coastliner Yes11✓57%transcripts from the transcript modelHear it 15:13, Coastliner–
Relax Row Yes11✓57%n=2+tx from settlement history blended with transcriptsHear it 15:19, Relax Row–
A321XLR No11✗34%transcripts from the transcript modelHear it 15:14, A321XLR–
Middle East No00✓59%n=2+tx from settlement history blended with transcripts–
Shutdown / Shut Down No00✓59%n=4+tx from settlement history blended with transcripts–
Holiday No00✓43%n=4+tx from settlement history blended with transcripts–
CRJ450 No00✓42%transcripts from the transcript model–
Weather No00✓39%n=4+tx from settlement history blended with transcripts–
Tariff No00✓16%n=4+tx from settlement history blended with transcripts–
Nonstop / Non-Stop No00✓13%n=4+tx from settlement history blended with transcripts–
American Airlines No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

1 match for “Relax Row”; 1 quoted, at least 25 words apart.

Andrew Nocellacompanyprepared · 15:21Hear it 15:20, Andrew Nocella

…A321XLR at scale we believe no other airline is contemplating. We'll launch Relax Row, an Economy Plus open middle seat extending premium products to all…

Where the listed words were said

Scott Kirbycompany“Starlink” · prepared · 3:57Hear it 3:56, Scott Kirby

…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…

Andrew Nocellacompany“Oil” · prepared · 15:50Hear it 15:47, Andrew Nocella

…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…

Andrew Nocellacompany“Newark” · prepared · 12:57Hear it 12:51, Andrew Nocella

…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…

Andrew Nocellacompany“Chase” · prepared · 11:41Hear it 11:40, Andrew Nocella

Remuneration from Chase was up 15%, and portfolio spend on our co-brand cards was up 13%. We remain on pace to generate 1 million new…

Brett Hartcompany“ATC / Air Traffic Control” · prepared · 8:13Hear it 8:07, Brett Hart

…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…

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