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.
19 matches for “Revenue”; 5 quoted, at least 25 words apart.
Thanks, Brett. United's top-line Q3 revenues increased by 17.4% year-over-year to a record $17.9 billion. TRASM increased by 15.9% with yields up 17%. Passenger load…
…travel costs for many years. Looking at revenues by cabin in Q3, premium revenue, including Economy Plus, increased 17% on a 2.5% increase in capacity.
…Expect economy RASM to outpace premium once again in Q4. Looking at revenues by travel purpose, business revenue increased by 22% in the quarter, with…
…our business customers, which we believe will be a key driver of revenue and share growth in 2027. Leisure revenues were up 16% with stronger…
…of the increase occurring in yields as our global long-haul capacity growth was minimal in the quarter. Loyalty revenue had another strong quarter, up 17%.
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