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.
18 matches for “Starlink”; 5 quoted, at least 25 words apart.
…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…
…by the end of 2027. Importantly, we are also seeing evidence that Starlink is a motivating factor for customers to choose which airline they fly.
…happen. One, customers who are brand loyal to other airlines and have flown them for years switch to a United flight solely because of Starlink.
…well on our way to being the only global U.S. airline with Starlink at scale. A lot of new customers are going to try us.…
…double-digit pre-tax margins? While I do expect a meaningful RASM tailwind from Starlink in 2027, to be honest, it probably isn't enough on its own.
Where the listed words were said
…benefits are in 2027, however, our series of big customer investments, including Starlink and some big new ideas we haven't even announced yet that are…
…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…
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…
…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