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{"created_at":"2026-04-22T03:03:32.063 {"created_at":"2026-04-22T03:03:32.063787+00:00","dedupe_key":"signal_enriched:discovery_sec_filing_delta:3fdcb914b954d750","evidence_event_ids":["evt_8c5e89689bf6"],"signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","value":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/100517/0000100517-26-000089.txt","as_of":"2026-04-22T03:03:32.063787+00:00","canonical_url":"https://www.sec.gov/Archives/edgar/data/100517/0000100517-26-000089.txt","company":"United Airlines Holdings, Inc.","enrichment":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/100517/0000100517-26-000089.txt","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_7708b98bb7e7c0a1","canonical_host":"sec.gov","canonical_is_aggregator":false,"canonical_url":"https://www.sec.gov/Archives/edgar/data/100517/0000100517-26-000089.txt","content_type":"text/plain","enriched_at":"2026-04-22T03:16:55.266309+00:00","extraction_method":"trafilatura","fetched_description":"","fetched_title":"ual-20260421","final_url":"https://www.sec.gov/Archives/edgar/data/100517/0000100517-26-000089.txt","html_truncated":true,"paywall_likely":false,"publisher_domain":"sec.gov","publisher_resolution":"canonical_url","requested_url":"https://www.sec.gov/Archives/edgar/data/100517/0000100517-26-000089.txt","source_event_id":"evt_8c5e89689bf6","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"form_type":"8-K","fp":"c6feed0057e9614c","kind":"sec_filing","published_at":"20260421","publisher_domain":"sec.gov","signal_understanding":{"analysis_basis":"article","claim_confidence":0.78,"dates_mentioned":["2026-04-21","2026-04-22","2026-04-01","2027","2028","2019"],"entities":[{"asset_class":"equity","name":"United Airlines Holdings, Inc.","relevance":"high","symbol":"UAL","type":"issuer"},{"asset_class":"equity","name":"United Airlines","relevance":"high","symbol":"UAL","type":"company"},{"asset_class":"unknown","name":"Scott Kirby","relevance":"medium","symbol":"","type":"person"}],"event_type":"earnings","information_gaps":["The provided text does not specify which 8-K Item(s) were triggered (item_hints/material_items are empty).","The signal does not include any prior-known state to explicitly compare what changed versus earlier disclosures; only the current filing content is provided.","Some referenced metrics (e.g., PRASM definition, non-GAAP measure reconciliation details) are mentioned but not included in the provided excerpt beyond brief references."],"key_facts":["Form 8-K filed by United Airlines Holdings, Inc. (SEC.gov) with exhibit 99.1 containing Q1 results and related disclosures.","Q1 diluted earnings per share (EPS) was $2.14, up 85% year-over-year.","Q1 adjusted diluted EPS was $1.19, up 31% year-over-year and within initial guidance of $1.00 to $1.50.","Total operating revenue increased 10.6% year-over-year.","Total revenue per available seat mile (PRASM) increased 6.9% year-over-year.","United reported first-quarter pre-tax earnings of $0.9 billion with a pre-tax margin of 6.0% (up 2.3 points year-over-year).","United reported adjusted pre-tax earnings of $0.5 billion with an adjusted pre-tax margin of 3.4% (up 0.4 points year-over-year).","Fuel expense increased by $340 million versus the first quarter of 2025.","United planned to reduce 5 points of planned capacity for the rest of the year due to higher fuel prices.","United expects capacity in Q3 and Q4 of 2026 to be flat to up approximately 2% year-over-year.","United stated it expects to take delivery of more than 250 new aircraft by April 2028.","United stated Starlink installations are accelerating and it expects to bring fast, free Wi\u2011Fi for MileagePlus members to the whole fleet by the end of 2027.","United stated it paid down $3.1 billion in debt during the quarter and returned to the unsecured market for the first time since 2019, raising $2 billion across two unsecured bond issuances.","At the end of Q1, net leverage was 2.0x for the last twelve months."],"numeric_claims":[{"label":"Q1 diluted EPS","value":"$2.14"},{"label":"Q1 diluted EPS YoY growth","value":"85%"},{"label":"Q1 adjusted diluted EPS","value":"$1.19"},{"label":"Q1 adjusted diluted EPS YoY growth","value":"31%"},{"label":"Adjusted diluted EPS guidance range","value":"$1.00 to $1.50"},{"label":"Total operating revenue YoY growth","value":"10.6%"},{"label":"Revenue per available seat mile YoY growth","value":"6.9%"},{"label":"Q1 pre-tax earnings","value":"$0.9 billion"},{"label":"Q1 pre-tax margin","value":"6.0%"},{"label":"Pre-tax margin YoY change","value":"up 2.3 points"},{"label":"Q1 adjusted pre-tax earnings","value":"$0.5 billion"},{"label":"Adjusted pre-tax margin","value":"3.4%"},{"label":"Adjusted pre-tax margin YoY change","value":"up 0.4 points"},{"label":"Fuel expense increase vs Q1 2025","value":"$340 million"},{"label":"Planned capacity reduction","value":"5 points"},{"label":"Expected Q3/Q4 2026 capacity change vs YoY","value":"flat to up ~2%"},{"label":"Aircraft deliveries expected by April 2028","value":"more than 250"},{"label":"Debt paid down during the quarter","value":"$3.1 billion"},{"label":"Unsecured bond issuance proceeds","value":"$2 billion"},{"label":"Net leverage (LTM) at end of Q1","value":"2.0x"}],"primary_claim":"United reported first-quarter 2026 diluted EPS of $2.14 (up 85% year-over-year) and adjusted diluted EPS of $1.19 (up 31% year-over-year), and expects 2026 Q3 and Q4 capacity to be flat to up ~2% year-over-year after a planned 5-point capacity reduction versus its original plan.","relevance_score":0.86,"sentiment":"mixed","source_quality":"high","summary":"United Airlines Holdings, Inc. filed an 8-K on April 21, 2026 reporting first-quarter 2026 results and related operational and financial updates. The filing includes EPS, revenue, margin, fuel-expense impact, and guidance on capacity changes for the rest of 2026.","topics":["first-quarter 2026 results","earnings per share","fuel expense","capacity guidance","on-time departure rate","MileagePlus","aircraft deliveries","Wi-Fi/Starlink","debt reduction","bond issuance"]},"source":"sec_edgar","source_domain":"sec.gov","summary":"Form 8-K \u00b7 United Airlines Holdings, Inc. \u00b7 Filed 20260421","ticker":"UAL","tickers":["UAL"],"title":"UAL filed 8-K","url":"https://www.sec.gov/Archives/edgar/data/100517/0000100517-26-000089.txt"}}... |